Looking for a guide to learn how to use ClickFunnels for financial advisors?
You’re just in the right place to be.
This ClickFunnels for financial advisors guide will help you discover how the funnel builder can help you launch, grow, and scale your online business on the internet as a financial advisor.
Ever thought of how you can use sales funnels as a financial advisor?
Well, it’s possible, and you can use sales funnels for your business as a financial advisor.
Just before we dive into the major part of this ClickFunnels for financial advisors guide, let’s see what sales funnel simply entails.
What is a Sales Funnel for Financial Advisors & Why it Matters?
Sales funnels have significant benefits to service-based businesses like financial advisors.
By definition, a sales funnel is the path a customer takes to buy from your business. Using a sales funnel as part of your marketing strategy will help you visualize the path a potential customer takes to become a buyer and a repeat one.
With this, it becomes clear that a financial advisor’s sales funnel is a set of steps or processes that leads your potential customers in search of your services into conversion.
A financial advisor sales funnel will help you monitor and optimize your entire business so you can see where your audience comes in and drop out.
As financial advisors are professionals who provide financial consulting and advice and help individuals and companies reach their financial goals sooner, using a sales funnel will help them grow their business online.
Now that you have a little idea of how and why you need sales funnels as a financial advisor let’s dive into how you can use ClickFunnels as a financial advisor.
How to Use ClickFunnels for Financial Advisors
The process of designing your financial advisor sales funnel using ClickFunnels isn’t that difficult.
Inside the funnel builder, you get a ton of beautiful, well-designed DFY (done-for-you) ClickFunnels sales funnel templates you can use for your sales funnels.
While the actual building and designing of your financial advisor sales funnel matters a lot in conversions, the most critical part of your funnel conversion lies in the strategy.
What I mean about funnel strategy is having a/an:
- Irresistible Offer
- Relatable story
- Enticing copy
- Attention-grabbing Hook
As soon as you get the above set of elements in your funnel, you’ll be on your way to your first million-dollar generating funnel.
The factors listed above are HUGE factors for every business owner.
First, you need to go online, do market research, and discover where your target audience hangs out.
This could be on:
- Google search
- Facebook groups
- And more
After you figure out where your target audience hangs out, you need to know their pain points and desires.
You can ask them directly, use a quiz, create a survey, and scan through repeated questions and problems through the meeting points.
Next, you should create a lead magnet to address the pain points of your target audience.
These lead magnets will help you capture your target audience as leads and take the leads up your value ladder to pay for your products and services.
Your lead magnet could be something like:
- Report/White paper
- Case study
- Swipe file
- Resource list
- And more
Next, you need to create a compelling copy with an eye-catching hook and story for your business.
Your sales funnel copy is one of the most important parts of marketing. It is what draws the attention of your target audience to your offer and persuades them to act.
But writing excellent sales copy could be very hard!
Instead of wasting all of that time as a financial advisor trying to discover the secrets behind writing copy that sells, I’d recommend this free resource to generate winning copy formulas instead.
I also struggled with understanding the hook and story for years, but after going through the One Funnel Away Challenge, I understood how to implement it in my sales funnels.
The OFA costs $100, but you can have it for free when you sign-up to become a user of ClickFunnels.
You can find the free OFA right in the FunnelFlix members area.
Finally, you need to drive traffic to your financial advisor sales funnel
Getting traffic to your funnel, attracting clients to your financial advisory services, collecting their contact details, nurturing them, converting them, and having them turn into die-hard fans is what separates professionals from amateurs in marketing.
Without traffic, you can’t build your business. There are popular traffic sources you can leverage for your sales funnel, which include:
- Facebook organic
- Google ads
- Facebooks ads
- YouTube organic videos
- YouTube ads
- Instagram ads
- Instagram organic
- And more
I’ll advise you to settle with the traffic source you’re most comfortable with.
And if you’re having deep pockets and can’t wait for the results of organic traffic sources, you should learn and invest in paid ads.
From experience, Facebook Ads happen to be the best marketing channel for financial advisors.
You should check out Russell Brunson’s Traffic Secrets book to learn how to fill your sales funnel and websites with your dream customers.
Why ClickFunnels is Recommended for Financial Advisors
Before we delve into the core benefits of using ClickFunnels as a financial advisor, let’s talk about why ClickFunnels is such an excellent solution.
Previously, if you’ve wanted to build an online sales funnel as a financial advisor to get clients, you’re probably faced with two options, which are:
- Hire a team of programmers or an agency to do it
- Do it all yourself
The truth is, you’ll end up spending a massive budget no matter which route you choose.
And the worst part is no matter the option you finally decide to stick with; it’s going to be tough to glue together all the different pieces of software to create a sales funnel for your business.
This is where ClickFunnels comes in.
It’s the ultimate solution to help you as a financial advisor build and launch your sales funnel fast without duct-taping different platforms.
You’ll agree that nobody wants to deal with all those complicated moving parts and pieces.
With just a few clicks, you can have your new financial advisor sales funnel up and running in as little or no time.
Way before ClickFunnels, if you wanted to create a sales funnel for financial advisors, you had to PIECE together every element yourself (or hire a team to do it for thousands of dollars).
And this process isn’t even proven to convert.
That’s not all.
You still have to connect all the third-party programs (that may or may not work nicely) and hope that you have a working sales funnel at the end.
Do you get the point?
With these points made, here are some other benefits of using ClickFunnels as a financial advisor.
Benefits of Using ClickFunnels as a Financial Advisor
Here are the benefits why ClickFunnels happens to be the best amongst all online selling platforms:
#1. Collect and Process Payments Swiftly!
ClickFunnels has got your back on everything that has to do with payment processing for your financial advisory services!
The platform comes with an in-built full shopping cart system, and you don’t need to piece together third-party tools to sell your financial advisory services online.
And the best part is that ClickFunnels integrates with popular payment gateways, including Braintree, PayPal, Stripe, Authorize.net, etc., to make the process easy and seamless to get paid.
#2. Smart Follow-Up with Leads and Customers
Marketing automation helps you create consistent messages and follow up with your audience to solve their customer problems.
This is where ClickFunnels’ in-built email marketing and automation platform called Follow-up funnels comes in.
With this tool, financial advisors can deliver the right content at the right time to the right customers, which in turn nurtures and builds trust for their businesses.
#3. Build and Design Any Type of Page
ClickFunnels helps you build six different types of funnels and pages. With its powerful and flexible page editor, you’d be able to build from a template or scratch:
- Product Launch funnels
- Application funnels
- Affiliate marketing funnels
- Webinar funnels
- Lead magnet and squeeze page funnels
- Ecommerce funnels
- Membership funnels
- Supplement funnels
And much more. Check our range of free funnel templates.
#4. Boosts and Maximizes Profits
This is possible with 1-click upsell, order bumps, and other sales funnel features that come with ClickFunnels. These features will help you skyrocket your average cart order.
Specifically, upsells increase your cart value by adding additional complementary products or services, while a bump order is another item a customer adds to their cart before completing their purchase.
Your customers would not have to go through the entire check-out process repeatedly as their billing details are already stored.
With a few clicks, you quickly set all these revenue-boosting features on your ClickFunnels account.
#5. Create and Sell your Online Courses With Ease
If you’ve finally cracked the code and mastered the art of using ClickFunnels for financial advisors, your next scaling strategy should be helping other financial advisors like yourself grow their businesses through the power of ClickFunnels.
And the best way to do that is by creating a course or membership program around that.
While there are many course creation and membership site platforms, you don’t have to waste your money using any of them since ClickFunnels can do that.
ClickFunnels comes with in-built tools to create membership sites that will host all of your training material and content so your students can easily log in and learn directly from you.
#6. Reduce Advertising Costs!
ClickFunnels can help you reduce advertising costs with affiliate marketing.
Affiliate marketing is a cost-effective method for online business owners to promote their products and services without burning money on ad spending.
Besides the fact that it helps you as a financial advisor and saves a ton of money, affiliate marketing expands your reach and boosts your reputation.
That said, there’s no way to create or build an affiliate program without affiliate management software to manage, track, assign, and pay your army of affiliates.
And ClickFunnels comes with an in-built affiliate management software called Backpack that takes care of all these.
Other Marketing Resources Needed as a Mortgage Broker
Like I said earlier, ClickFunnels hosts the majority of the tools you need to build your sales funnels and sell your business online. But not everyone prefers to develop and control a business from one end, right?
This is why I listed the following tools and resources to help you get more returns from your business online.
#1. Dotcom Secrets Book
DotCom Secrets is one of the best books to read on understanding the concept of a sales funnel.
This book helped me master marketing with sales funnels, and I discovered secrets many successful marketers never want people to learn.
Grab a free copy of the Dotcom Secrets book for free here.
#2. One Funnel Away Challenge
The One Funnel Away Challenge is a group of dedicated, like-minded online business owners guided by a coach to launch a sales funnel and market their business successfully. It’s a challenge and training you need to enroll in.
You can enroll in the next OFA challenge here.
#3. Copywriting Secrets
While there is a free webinar presentation on copywriting taught by Jim Edwards and Russell Brunson, I’d recommend you have a copybook like Copywriting Secrets beside you to guide and aid you whenever you’re writing copies for your businesses.
Let it be your copy bible: Morning, Afternoon, and night.
You can grab the free Copywriting secrets book here.
Teachable is an advanced and dedicated membership site and online course creator you can use to manage your online courses.
You can get a free Teachable trial here.
ActiveCampaign is one of the best email autoresponders and marketing automation software you can get online.
If you don’t want to use the in-built autoresponder email platform (Follow-up) in ClickFunnels, I highly recommend this platform.
Get a 14-day free trial of ActiveCampaign here.
Final Thoughts on ClickFunnels for Financial Advisors
I believe you understand why ClickFunnels is useful for you as a financial advisor.
And if you’re still in doubt and even asking “if ClickFunnels can work for financial advisors,” here’s my answer:
Yes, ClickFunnels works for financial advisors and gives financial advisors the tools they need to market, sell, and deliver their services to their target customers online from one convenient place.
In addition to that, ClickFunnels also have the necessary training you need to have success with sales funnels such as the Funnel Hacking Secret Masterclass.