lead generation financial services
lead generation financial services

Pay-per-call leads are one of the most cost-effective digital marketing methods and when the calls are high quality and motivated, they can provide some of the best ROI in the marketing sphere. Pay-per-call leads that focus on highly profitable sectors such as financial services can be an ideal focus as an affiliate marketer and call seller.

Know Your Target Audience & Strategize Accordingly

Knowing your target audience and creating marketing strategies based on data is a good place to start optimizing your financial services lead generation. Your pay-per-call (PPC) campaign should always be based on the end-user.

Websites such as LinkedIn can provide you with valuable data concerning demographics to help you to refine your ideal buyer personas. With a buyer persona established, you can further narrow it down to their interests. Interests can then become a focus for the keywords that you use in your digital marketing campaign. Geo-targeting becomes your next step, allowing you to further leverage your bidding strategy to improve your ROI.

 An ideal keyword model would be comprised of 60 percent generic keywords related to your offerings, 10 percent dedicated to your brand, and 30 percent targeted at competitor keywords.

Stay on Top of Compliance

Compliance is an important aspect of financial services leads. Become familiar with all of the regulations and compliances provided by the Consumer Financial Protection Bureau and the Federal Trade Commission. This will help you ensure that you aren’t doing something that can get your PPC campaign into trouble by being non-compliant.

If you’re using Google Ads, then ensure that you adhere to Google’s advertising policies with regard to financial products and services.

Create Multiple Landing Pages for Campaigns

A website with 10 to 15 landing pages has a 55 percent higher conversion rate than a website with only one landing page. With over 40 landing pages, research shows that the conversion rate can increase by almost 500 percent.

Having multiple landing pages allows you to tailor-make each landing page to target a particular target audience which is better than making a single, general landing page. Depending on what ad a customer responds to, the landing page should be focused on different selling points and information based on the type of ad or the ad content. This also allows you to find particular selling points that perform better than others, allowing you to focus on what works.

State Your Conditions

It’s important to identify when a particular keyword campaign isn’t working out. You can quickly see this by the bounce rate. Clearly, a non-functional keyword campaign is missing the mark somewhere with the targeted audience.

Much of this problem stems from not correctly stating your conditions – essentially, your initial ad does not represent the financial services effectively and the person clicking on your ad through to your landing page quickly realizes that it’s not what they were looking for.

How you first make contact with a potential call lead is crucial. You should state your conditions so that they don’t feel misled when they get to your landing page. It will help you to generate more leads for financial advisors and financial services that convert.

Lead generation for financial services is a delicate nut to crack, but once you figure out a working strategy as a marketing agency, affiliate marketer, or call seller, it can become a highly profitable vertical. Financial advisors and financial services companies are hungry for motivated sales leads – if you can generate leads that are motivated and high quality, then BrokerCalls can help you to make your affiliate marketing career successful.

 To learn more about our pay-per-call financial services lead generation affiliate program, get in touch with us at (855) 268-3773. You can also connect with us through social media on TwitterFacebookLinkedIn, and Instagram.


Sean d'Oliveira
Sean d'Oliveira
After graduating from the University of North Florida with a Bachelor’s Degree in Communications, Sean d’Oliveira began his career in journalism. After a decade in the industry, Sean transitioned into the world of digital marketing in 2017, where he honed his online marketing skills and copywriting expertise for various clients.

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