Want more clients for your financial services business?

Ditch expensive and poor quality leads for targeted campaigns that bring your ideal clients straight to you.

rachel-southcott-marketing

Want more clients for your financial services business?

rachel-southcott-marketing

Ditch expensive and poor quality leads for targeted campaigns that bring your ideal clients straight to you.

4 ways to attract your ideal clients

For ambitious financial services professionals who are proactive about attracting new business.

Here’s how I can help…

Google Ads

Grow faster with Google Ads and be discovered by people looking for your expertise.

Facebook Ads

Reach more people and increase awareness with highly-targeted Facebook & Instagram ads.

Social Media

Take the hassle out of social media and save valuable time by outsourcing content creation.

SEO Content

Boost your visibility in organic search results through carefully-crafted blog articles.

It was a real pleasure working with Rachel and she was worth every penny. I can honestly say that working with Rachel has left my business in a better position.

Abraham Uys, Financial Planner

I have been a Self employed Financial Adviser for just over 2 years and Rachel has been a huge help with my social media and growth of my business.

Joe Parker, Financial Adviser

Whether you are looking for someone to take on and lead your marketing efforts or simply supplement your inhouse team, Rachel really knows her stuff. 

Helen Mount, Marketing Manager

Ready to take control of your lead generation strategy?

For decisive financial services professionals who are ready to invest in their business and put their growth plans into action

You’re frustrated by expensive and poor quality leads

❌ You’re reliant on referrals, introducers and word of mouth

❌ You’ve had your fingers burnt before with little to no success



Take control of your own strategy, campaigns and budget

✅ Create a more sustainable and affordable source of good-quality leads

✅ Generate more enquiries, win more clients and grow your business



Client scenarios

📈

A financial planning practice was looking to take on their first adviser and wanted to generate a steady stream of new enquiries so the adviser could hit the ground running from the moment he joined the team. 

😖

A mortgage brokerage with a team of 10 advisers had Google Ads campaigns up and running but no one had managed them for over a year. The campaigns were generating enquiries from borrowers who did not match their ideal client profile and they were wasting a lot of money.

An Equity Release adviser needed to complete 3 equity release cases within just a few months to maintain his competent adviser status, satisfy his network’s requirements and continue advising on lifetime mortgage products. He was looking to generate new enquiries as quickly as possible.

What challenge can I help solve?

Clients past and present

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Lead Generation for Financial & Professional Services - The Financial Marketer © 2024

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Lead Generation for Financial & Professional Services - The Financial Marketer © 2024