Build A Financial Advisor Lead Funnel In 50 Minutes With ChatGPT

In today’s session, I’m going to walk you through how I create an entire lead funnel for Financial Advisors, using Chat GPT. It’s going to be a game-changer, here is why:

  • I create a landing page using great sales copy
  • I create a sales video in 30 minutes total

All Sales Copy Is Done By ChatGPT in Less Than a Minute

  • Then I gather 5000 Email addresses in under 24 hours
  • Finally I Use ChatGTP to write a 4 Part Cold Email Sequence

Table of Contents

Step 1: Crafting Compelling Value Propositions

  • Enter prompt into ChatGPT
  • Generating 20 Value Propositions
  • Selecting the Standout Proposition
  • Solving the Issue of Unpredictable Revenue Cycles
ChatGPT Prompt 1 - Financial Advisor Funnel
ChatGPT – Output 1

"Yes, I understand. As a company providing lead generation services for Financial Advisors, your primary goal is to identify potential customers (leads) who might be interested in purchasing financial products. These leads can be individuals or businesses seeking financial services, and your company aims to connect them with Financial Advisors who can offer suitable policies and services to meet their needs. Lead generation helps insurance agents expand their client base and increase their sales opportunities. If you have any specific questions or need assistance related to your company's lead generation efforts, feel free to ask."

ChatGPT Prompt 2 - Financial Advisors Funnel
ChatGPT Output – 2 – Value Proposition
    1. “Simplify Client Acquisition: We identify high-potential leads to streamline your client acquisition process.”
    2. “Boost Advisor Efficiency: Our lead generation empowers advisors to focus on advising, not searching for clients.”
    3. “Tailored Lead Insights: Get data-driven insights on leads that match your ideal client profiles.”
    4. “Maximize ROI: Our targeted leads ensure your marketing efforts yield higher returns.”
    5. “Expert Lead Filtering: We provide pre-qualified leads, saving you time and effort.”
    6. “Timely Opportunities: Stay ahead with real-time lead notifications for immediate engagement.”
    7. “Precision Targeting: Reach the right audience with leads matching your specialization.”
    8. “Optimize Conversions: Convert more leads into clients through our refined lead generation process.”
    9. “Exclusive Market Insights: Gain a competitive edge with unique insights into market trends.”
    10. “Grow Your Network: Expand your reach and connections within the financial industry.”
    11. “Customized Solutions: Receive leads tailored to your unique value proposition and services.”
    12. “Quality Over Quantity: We prioritize delivering high-quality, promising leads over large volumes.”
    13. “Elevate Your Brand: Position yourself as a top-tier financial advisor with our premium leads.”
    14. “Strategic Partnership: We align with your goals, working as an extension of your team.”
    15. “Effortless Prospecting: Eliminate the stress of prospecting by leveraging our lead generation expertise.”
    16. “Data-Driven Success: Leverage data analytics to make informed decisions on lead engagement.”
    17. “Enhance Engagement: We provide insights to engage leads with the right message at the right time.”
    18. “Accelerate Growth: Our leads help you rapidly scale your client base and revenue.”
    19. “Uncover Hidden Opportunities: Tap into niche markets and untapped potential with our leads.”
    20. “Trusted Industry Partner: Count on us to deliver reliable, high-quality leads that drive results.”

Step 2: Persuasive Sales Copy for the Landing Page

  • Utilizing Unicode for Emphasis
  • Objective: Encouraging Financial Advisors to Book a Zoom Call
  • Inspiration from Great Copywriters like Dan Kennedy
ChatGPT Prompt 3 - Landing Page Sales Copy
ChatGPT Output – 3 – Landing Page Sales Copy

🔥 Introducing the Lead Generation Revolution: Quality Over Quantity! 🔥

Are you tired of swimming through an ocean of mediocre leads, desperately hoping to find that elusive golden opportunity? It’s time to break free from the shackles of quantity-focused lead generation and embrace a new era of high-value prospects.

🎯 Welcome to a Paradigm Shift in Lead Generation! 🎯

🌟 Quality Over Quantity: The Game-Changer You’ve Been Waiting For! Gone are the days of drowning in a sea of irrelevant leads. We stand by a principle that sets us apart – quality leads, meticulously handpicked to match your unique value proposition. Say goodbye to wasting your valuable time on tire-kickers and hello to meaningful connections that matter.

🔍 Laser-Focused Insights, Unmatched Results! Our lead generation engine isn’t just about throwing names into a hat. It’s about uncovering data-driven insights that empower you to approach each interaction with confidence. We dive deep into market trends, client preferences, and untapped opportunities, giving you an edge like never before.

🚀 Ignite Your Growth with Expertly Filtered Prospects! Imagine a pipeline filled with prospects that align perfectly with your specialization. These aren’t just leads; they’re potential lifelong clients who resonate with your vision. Our proven lead filtration system ensures you’re presented with prospects who are as eager to work with you as you are with them.

📈 Scaling Your Success, One High-Quality Lead at a Time! Scale your business without sacrificing quality. Our approach is rooted in understanding your growth aspirations and delivering leads that catapult you toward your goals. It’s not just about scaling – it’s about scaling smartly, with prospects who amplify your reputation.

🎓 Your Expert Partner in Lead Generation Our commitment to your success is unwavering. We’re not just another service provider; we’re your strategic partner. Your success story is our success story, and together, we’ll redefine what it means to thrive in the financial advisory industry.

📅 Ready to Elevate Your Lead Generation? Let’s Chat! Book a one-on-one Zoom call with our lead generation experts. Let’s discuss your unique needs, goals, and challenges. This isn’t a sales pitch; it’s a collaborative conversation that could change the trajectory of your business.

🔥 Join the Movement: Quality Over Quantity! Ditch the noise and embrace a future where every lead matters. Your journey toward meaningful client connections begins here.

👇 Book Your Zoom Call Today! 👇

[Book Now Button]

🌟 Unleash the Power of Quality Leads. It’s Time to Thrive! 🌟

Step 3: Creating an Impactful Sales Video Script

  • Addressing Financial Advisors Problems
  • Instilling Excitement and Urgency
  • Highlighting the (fictional) Lead Generation Company Results
ChatGPT Prompt 3 - Video Sales Letter Copy
ChatGPT Output – 4 – Video Sales Letter Script Using ChatGPT

[Part 1 — Open With a Shocking Statement]

[Scene opens with captivating visuals]

Narrator (energetic tone): “Imagine this: every day, countless financial advisors are drowning in a sea of leads that lead them nowhere.”

[Part 2 — State the Problem and WHY It’s a Big Deal]

Narrator (concerned tone): “The problem? Quantity-driven lead generation. It’s a BIG deal because it’s stealing your time, your focus, and ultimately, your growth.”

[Part 3 — Agitate the Problem]

[Scenes of frustrated advisors, stacks of unqualified leads]

Narrator (empathetic tone): “You’ve been there, sifting through uninterested tire-kickers, missing real opportunities, and watching your efforts go down the drain.”

[Part 4 — Make It Even Worse For Them (PUSH IT Over The Line)]

[Visuals showing overwhelmed advisors, crossed-out dollar signs]

Narrator (intense tone): “But it gets worse. Every second you spend on the wrong leads, you’re missing out on clients who actually want your services, draining your potential income and growth.”

[Part 5 — Introduce The Solution]

[Transition to dynamic scenes showing success]

Narrator (confident tone): “Introducing the game-changer you’ve been waiting for: ‘Quality Over Quantity’ lead generation.”

[Part 6 — Credibility: Why They Should Listen To You]

[Founder testimonial video, shots of successful clients]

Founder (authoritative tone): “I’ve been in your shoes, feeling the frustration of quantity-focused lead gen. That’s why I’ve built a solution that changes the game.”

[Part 7 — Proof]

[Client success stories, before-and-after results]

Narrator (excited tone): “Don’t take our word for it. Listen to our thrilled clients, witnessing their businesses transform as they embrace quality leads.”

[Part 8 — Exactly What You Get]

[Visual breakdown of the lead generation process]

Narrator (enthusiastic tone): “With ‘Quality Over Quantity,’ you’ll receive meticulously curated leads, pre-qualified to align with your expertise and value proposition. No more guessing games; just targeted opportunities.”

[Part 9 — Specific Reasons To Act Now]

[Countdown timer, limited-time offer visuals]

Narrator (urgent tone): “But here’s the catch: this opportunity won’t wait. Act now, and you’ll unlock exclusive bonuses, unparalleled insights, and a chance to reshape your future.”

[Part 10 — The Close]

Narrator (motivational tone): “So, financial advisors, the choice is yours. Continue drowning in a sea of irrelevant leads, or rise above with ‘Quality Over Quantity’ lead generation. Book your Zoom call now and let’s rewrite your success story together!”

[Call to action visuals with contact details]

Narrator (inspiring tone): “Your future starts now. Embrace quality, embrace growth.”

[Screen fades out with company logo and contact information]

View The Completed Video Sales Letter

NOTE: This IS For A Fictional Product

View The Completed Sales Page Here

Scraping 5000 Email Addresses In 24 Hours

Play Video

Data Gathering Strategies:

  • Employed B2B data Financial Advisors and Google My Business scraper.
  • Extracted 74,000 records of U.S. small-sized Insurance Agents.
  • Combined Insurance Agent email addresses, Instagram, and LinkedIn profiles for comprehensive targeting.

Cold Email Sequence Creation:

  • Developed a sequence to encourage Insurance Agents to book Zoom web meetings.
  • Leveraged email signatures to include the link for professional and non-spammy communication.
ChatGPT Output - 5 - 4 Part Email Sequence

Don’t Underestimate Phone Numbers:

  • Recognize the importance of phone numbers for direct and effective communication with Financial Advisors.

Setting Up the Email Campaign:

  • Created a new campaign with the Insurance Agent email list.
  • Added follow-up emails to engage Insurance Brokers further.
  • Set time zone, days, and times for optimized email delivery.

A Word of Advice:

  • Encourage testing of the email campaign before launch for optimal results.
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