Title: Financial Advisor Training - Using Facebook & Linked In To Get Leads
1Financial Advisor Training - Using Facebook
Linked In To Get Leads
- By Jason Hornung President Jason Hornung
Agency, Inc.
2Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Below you will find the transcript of a financial
advisor training session I conducted with my
client Robert Eldridge out of Las Vegas. - He's in the process of just launching his initial
marketing campaign to test out the offer he
created to generate cash value life insurance
leads online using my Agent's Lead Machine
system. - If you are considering building out your own lead
funnels online, this insurance training is
crucial to your success. - You can get the same financial advisor training
through my program and my direct help just like
Robert does.
http//lifeinsurancemarketing.info/
3Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason All right, cool. So what do you want to
talk about today? - Robert Obviously the Facebook stuff.
- Jason Okay.
- Robert I just started like a day-and-a-half
ago, two days ago. And I want to kind of give
you what Im looking at right now. - Jason Okay.
http//lifeinsurancemarketing.info/
4Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert So let me know what you want me to read
off, I logged in the back of Facebook. - Jason Sure. Well, why dont you tell me what
youre getting for clicks and your cost per
click. - Robert Okay.
- Jason And kind of what your conversion rate, or
your, yeah, your click-through rate is? - Robert Okay. Right now Ive got 93 clicks.
http//lifeinsurancemarketing.info/
5Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Okay.
- Robert The click-through rate is .024.
- Jason Okay.
- Robert And I spent 98.47, which comes out to
1.06 per click. - Jason Okay. And how many people have you had
opt in on your squeeze page? - Robert None.
http//lifeinsurancemarketing.info/
6Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason What did you say?
- Robert None. Zero.
- Jason None. Zero. Okay. All right.
- Robert Now, that could be a too, but, I
dont know.
http//lifeinsurancemarketing.info/
7 Financial advisor training note
- It is NOT uncommon to have little to no results
on your initial test, especially when you are
putting out a brand new offer like Robert did. - 93 clicks is also not enough data to have a
statistically valid test either.
http//lifeinsurancemarketing.info/
8Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason No, thats, you know, that certainly
isnt out of the realm of possibility. Did you
set up the Google analytics on your account? - Robert No, I havent done that.
- Jason Okay.
- Robert Let me just grab a piece of paper here.
Okay. All right. So just type in Google
analytics and then put in the capture, squeeze
page URL?
http//lifeinsurancemarketing.info/
9Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Well, so first off, you want to pause
that ad that youre running right now, pause your
campaign. - Robert All right, Im pausing it right, I just
did it, okay. - Jason Yeah, you shouldve had at least, you
know, at least one person opt in by now. I mean,
you know, youre looking for, you know, at
minimum you want to have a 10 opt-in rate, and
even at that, even at that level, you know, the
economics arent going to really make sense on
the campaign. The campaigns not performing in
the way that you want it right now.
http//lifeinsurancemarketing.info/
10Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Right, right.
- Jason So what we need to, the reason I asked
about the Google analytics is because we need to
understand what people are doing when they hit
their page, so you can strategically decide what
youre going to do to enhance that conversion and
get people to start opting in. - Robert Okay.
http//lifeinsurancemarketing.info/
11Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason So what youll have to do is actually set
up a Google analytics account, so if you just
Google Google analytics, you can set up an
account for free. If you already have like a
Google profile on a Gmail account or any email,
you can just log in with that and itll create
the account. - Robert Okay.
http//lifeinsurancemarketing.info/
12Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason And just walk through the steps with
putting in your domain. Once you have that set
up, what you need to do is go into the back end
of the Wordpress site we put up for you. - Robert Okay.
- Jason And on the left-hand side, theres a link
for plugins.
http//lifeinsurancemarketing.info/
13Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert All right, hold on, Wordpress, okay,
plugins, okay, yeah. Plugins, yep. - Jason And you want to do add new.
- Robert Okay.
- Jason And then search for one called Google
Analyticator. - Robert Google Analyticator?
http//lifeinsurancemarketing.info/
14Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yeah, its a free plugin. And, you know,
upload and install that plugin and then activate
it. And then from your Google analytics account
in the admin area, theres a link for tracking
code, and they show you how, I mean, when you
upload the plugin, itll tell you step-by-step
how you get this tracking code. So once you have
the plugin installed and your account set up, you
just grab this, you just copy and paste this
little piece of tracking code into a specific
spot on the plugin where theyll show you where
to put it. I mean, it sounds complicated, but
its actually really easy. - Robert Okay.
http//lifeinsurancemarketing.info/
15Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason And when you do that, what itll do is it
will install Google analytics across your entire
site. And then youll be able to log in on your
Google analytics account and youll be able to
see really important data, like how long people
are staying on your site and, you know, what
pages theyre leaving from and stuff like that. - Robert Okay.
http//lifeinsurancemarketing.info/
16Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason So what youre trying to ascertain is,
you know, how long are people, when they hit that
page, how long are they staying on there? Are
they watching your whole video, you know? - Robert Yeah.
17 Financial advisor training note
- It is absolutely imperative with online marketing
(or any marketing for that matter) to have
systems in place for tracking and analyzing your
campaigns. - Otherwise, you have no idea why things are/are
not working and what you can do to change or
improve that. - The beauty about online marketing is you can
easily get more information than any other
marketing medium - and you can use free systems
to do that!
http//lifeinsurancemarketing.info/
18Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Because if theyre staying time to
watch the whole video, then what its telling you
is the offer isnt strong enough for them to give
you their email address. - Robert Okay.
- Jason So then you need to adjust your offer.
If theyre hitting the page and theyre bouncing
off in like a few seconds and not even staying
long enough for your video, then your videos not
engaging enough.
http//lifeinsurancemarketing.info/
19Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Okay. Thats probably what it is.
- Jason Another thing you might want to try to
is, we got to probably test, I think we have the
video on auto play right now, I dont know if,
when you hit the page, does the video start
playing immediately? I forget. - Robert I can tell you right now.
- Jason Yeah, here I got
http//lifeinsurancemarketing.info/
20Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert It does.
- Jason Okay. On mine you got to hit the play
button. - Robert Oh, really?
- Jason Yeah.
- Robert Because when I did it, it just started,
okay. Thats weird. - Jason Let me re-try that. Yeah, I refreshed
it.
http//lifeinsurancemarketing.info/
21Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Thats weird, because when I do it, Ive
done it from a couple different computers I was
working on, and it starts every time I do it, it
plays. - Jason Oh, you know what? Im on the home page,
thats why. - Robert Yeah, its /Will You Retire with the
hyphens in. - Jason Yeah, I forgot about that. Okay, yep.
All right. So you may want to test changing that
out so that its not on auto play, too.
http//lifeinsurancemarketing.info/
22Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Okay. So how do I do that.
- Jason Yeah, thats going to be in the code.
When youre in the back end of Wordpress, if you
go onto this page, and in the editor, if you
click on the HTML tab, youll be able to view the
YouTube embed code thats in there. - Robert Okay.
http//lifeinsurancemarketing.info/
23Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason And theres a command prompt that we
inserted into the code where its after the video
URL it has an and symbol and then it says,
auto play next to it? - Robert Oh, okay. Okay.
- Jason If you remove that command prompt, itll
turn the auto play off. It gets put in two
different places within that embed code, so you
got to remove it from both places.
http//lifeinsurancemarketing.info/
24Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert So I would the whole auto, the
command and the auto play code? - Jason Yeah. So itll be within quotation
marks, so itll say quotation, an and symbol,
and then auto play, quotation. - Robert Okay.
- Jason Just remove that whole command prompt,
which would be the quotation marks and all that
text inside of it.
http//lifeinsurancemarketing.info/
25Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Okay.
- Jason And its in two spots you have to remove
it from. - Robert Okay.
- Jason A lot of people on Facebook, you know,
whats happening is theyre looking at it at
work, and so sometimes the auto play, if it comes
on, itll freak them out and theyll pop off your
page right away.
http//lifeinsurancemarketing.info/
26 Financial advisor training note
- You have to understand the mindset of the person
you are advertising to on a specific medium. - For example The way people react on Facebook is
going to be completely different than when they
are doing a Google search.
http//lifeinsurancemarketing.info/
27Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Oh, yeah, okay. Okay.
- Jason Thats something to test out, too.
- Robert Yeah, Ill definitely test that out.
All right. So the first thing to do when I get
back this afternoon, go to Google analytics, set
up an account, and then go into Wordpress, go
into Wordpress and search Wordpress for the
Google Analyticator, and then get that tracking
code from Google analytics, insert it into that,
on that, yeah. Yeah, okay.
http//lifeinsurancemarketing.info/
28Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yep. Yep, you got it.
- Robert All right, cool. Well, yeah, Ill see
if it works, but I was just, its been kind of
crazy, Im like, man, you know? But, youre
right, theres just so many ways to test this
thing and at the end of the day I might have to
start over, you know, its like, Ah! But
thats cool. - You know what I did is I actually added, before
we even started, I went through a lot of my
YouTube videos and I added that URL on it and I
actually got a couple people from my YouTube
videos that subscribed.
http//lifeinsurancemarketing.info/
29Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Oh, okay.
- Robert So thats kind of cool.
- Jason Cool.
- Robert Yeah, yeah. You know, like reinvent the
wheel. And whats funny is on my annuity
website, even on my YouTube videos, the top ten
videos on my YouTube videos, six of them are life
insurance. So, you know, Im sitting there
going, okay, if this doesnt tell me Im headed
in the right direction, I dont know what is.
http//lifeinsurancemarketing.info/
30Financial Advisor Training - Using Facebook
Linked In To Get Leads
- I spent two-and-a-half years building out my
annuity stuff, but then my life insurance stuff
on that website is outperforming. So I went
through every single account and I added the URL
to my YouTube videos in the description, and Ive
got two people that signed up. Yeah, thats
pretty cool. And that was absolutely free. - Jason Well, you know, another thing, too, I
wouldve expected that you would have had about
10 opt-ins to your list out of those 100 clicks,
and thats why, you know, since you havent, Im
suggesting you look at this stuff.
http//lifeinsurancemarketing.info/
31Financial Advisor Training - Using Facebook
Linked In To Get Leads
- So what youre going to need to do is reopen the
campaign once you have the analytics stuff
attached and probably let it run for another 100
clicks or so and see what youre getting for that
data. - Robert Okay.
- Jason Because another weird phenomenon when
youre doing paid media and stuff like this is,
youll see different results when you have a
larger set of data to look at.
http//lifeinsurancemarketing.info/
32Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Because when people will start seeing a new offer
for the first time, you know, theyll see your
ad, theyll click on it, theyll check it out,
but what ends up happening is, you know, people
will opt-in if they keep seeing the ad, theyll
come back, and theyll end up opting in. - Robert Yeah.
- Jason So your data will change.
- Robert Right, right, okay. Just like the
newspaper ads for businesses, you know?
http//lifeinsurancemarketing.info/
33Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Yeah.
- Jason So your data will change.
- Robert Right, right, okay. Just like the
newspaper ads for businesses, you know? - Jason Yep.
- Robert Its like, Oh, Ive been in there for
years, you know, and thats why Im here. Oh,
okay. Okay.
http//lifeinsurancemarketing.info/
34Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason And thats the real danger in making
assumption based off of low amounts of data,
because I know you got to balance that whole
thing of, Well, crap, I spent 100 bucks, I
havent gotten anything yet, against, you know,
its still really not enough data to make any
assumptions for certain on, you know, whats
wrong with the whole funnel yet, if there is
anything wrong. Because, I mean, we dont even
know, I mean, if you ran it for 1,000 clicks
exactly the way it is, you could end up having,
you could still end up having 250 people opt in.
And I think youd consider that to be a pretty
big success.
http//lifeinsurancemarketing.info/
35Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Well, yeah, exactly. I mean, like I
said, I mean, I need to hook up the analytics
anyway and change the YouTube thing which after
that its just, you know, maybe my offers not
strong enough after that. - Jason Correct.
- Robert Yeah, so basically youre just saying to
tweak it a little bit, get some more data, tweak
it again, keep tweaking it, and then hopefully it
works. Yeah. I wasnt expecting, personally, I
wasnt expecting a whole lot to begin with
because I figured, you know, Id have to tweak it
somehow, so. No worries. Okay.
http//lifeinsurancemarketing.info/
36 Financial advisor training note
- This is really the secret to making online
marketing work. Test, tweak, refine. It's a
continual process. If your expectation is to put
something up and have it work like gangbusters
right away, you are in for a serious heartbreak. - That's why you're frustrated with every marketing
system you've tried or used that isn't just
buying a lead. Because this testing, tweaking
and refining process applies across every
marketing medium.
http//lifeinsurancemarketing.info/
37Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yep. So well get it for you and thats
really the thing, is getting, its just, you
know, you got to stick with it and get that offer
to work and once it works, I mean, its just set
it and forget it basically. - Robert Yeah, thats what Im looking for. And
I got a guy in Charlotte and one in Dallas that
Im going to, once this works, Im going to start
advertising in those areas for these guys, and
just make them partners.
http//lifeinsurancemarketing.info/
38Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Cool.
- Robert Yeah, and just make them partners.
Theyre pretty happy. Im like, Well, let me
just tweak it to the next month or so, then Im
going to learn more traffic ideas anyway, so,
you know, Im going to have a lot of stuff Im
going to be learning in the next couple months. - Jason Do you do anything on LinkedIn at all?
- Robert No. No, not really.
http//lifeinsurancemarketing.info/
39Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Okay. I havent done any advertising on
LinkedIn or Google. Im just, just like
everybody else, Ive done Facebook a little bit,
but I understand, to me, Facebooks probably more
of like the base in my mind, because I can target
market my local area. And then all the other
different ways to get leads that youll probably
end up showing me down the road, you know, I
understand now, you know, I need to get my feet
wet with this.
http//lifeinsurancemarketing.info/
40Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Absolutely.
- Robert And so, like I said
- Jason The reason I ask is Ive been tinkering
around with doing some stuff that you can do for
free on LinkedIn. - Robert Okay.
- Jason Thats been working really well for
getting out offers. - Robert Oh, wow.
http//lifeinsurancemarketing.info/
41Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yeah, and what Ive been finding, too, is
I get better conversion with people on LinkedIn
because business owners are more serious and
theyre easier to, you know, do business with
online than consumers are. You know, like more
business-minded professional people. - Robert Yeah, yeah.
http//lifeinsurancemarketing.info/
42Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason So if thats something you wanted to try,
you know, sending traffic through that method
instead of picking back up the Facebook campaign
to, you know, see if you are getting opt-ins, you
know, if the offers working, it might make more
sense than, you know, dumping a bunch of money in
on Facebook to find that out.
http//lifeinsurancemarketing.info/
43Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Yeah. Im definitely open to it. The
nice thing is since I got you, I dont have to do
a lot of the guesswork. So if thats what youre
saying, Im all on board, because its not just
me, you know, doing something on my own, you know
what I mean? So if thats what youre saying,
you know, shoot me an email or whatever, I should
start doing that in the next couple days and Ill
get that up and running. - Jason Okay. Okay.
http//lifeinsurancemarketing.info/
44 Financial advisor training note
- If you can find different avenues to test your
offer in mediums that don't cost money for the
traffic, that is always best.
http//lifeinsurancemarketing.info/
45Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert And either way, I still got to add the
analytics and change a couple things on this
Facebook stuff anyway. So it doesnt matter, I
still got to do that regardless of which way I
go. I might even do a combination of both, who
knows, you know? I mean, today, Im open to
all opportunities to get people to opt in.
http//lifeinsurancemarketing.info/
46Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yeah. The only drawback to the LinkedIn
one is, you know, you cant geotarget it. But
basically how it works is you build a LinkedIn
profile and then you go and join as many groups
as you possiblybecause they have these groups of
people that are on there. And you go and you
join all of these groups that are related to the
market that youre going after and then you just
make a posting in that group each day that has
something relevant that theyre interested in,
and then you have a link that goes over to your
site.
http//lifeinsurancemarketing.info/
47Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Oh, so you like a whole new profile.
- Jason Yeah, so you just put your own, your own
LinkedIn profile, right? If you dont have one
already. - Robert Yeah, I have one already, but youre
a separate one on this one, right? - Jason No. No, just use your existing profile.
- Robert Oh, okay.
http//lifeinsurancemarketing.info/
48Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yeah, and you just go in there and you
join a bunch of groups for, you know, the market
youre going after. So, for example, when I, you
can do like a search on groups on keywords, and
so I just did a search on insurance and theres,
I mean, theres all kinds of insurance groups,
theres like groups for people selling insurance,
leads on LinkedIn, I mean, theres insurance
agent groups, theres all these people that meet
my target market.
http//lifeinsurancemarketing.info/
49Financial Advisor Training - Using Facebook
Linked In To Get Leads
- And so I just signed up for all those groups and
then I have a virtual assistant doing this, but
he goes in there each day, because once a week I
write five postings for him to put on there where
Ive got some kind of unique, interesting thing
thats related to my offer. And I have him go in
and post those, those things daily on each of the
groups. It takes him about 30 minutes to do it,
but we get anywhere from 70 to 150 visitors a day
to our website with that method. And its all
free.
http//lifeinsurancemarketing.info/
50Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert So I wonder what group I should, I mean,
from a retail perspective, I wonder which groups
I should join. Obviously its not insurance
agents, you know? - Jason Well, I mean, if theres like a certain
kind of business owner that you work well with
that youd want to go after, thats one easy way
to get it. If theres, you know, look at the
people that youve done business with and youll
find some commonalities.
http//lifeinsurancemarketing.info/
51Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Like theres crazy groups in there, like theres
one for people in California that enjoy stand-up
paddle boarding. You know? Like maybe youll
find that a lot of your clients really enjoy
paddle boarding or hiking or, you know, maybe
theyre dirt bike riders. And, you know, theres
all kinds of different groups like that that you
can join and show some affinity to them and get
them to come over to your site.
http//lifeinsurancemarketing.info/
52Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert Right. Okay. Well, I tell you what,
Ill work on this other stuff, if I get caught up
in anything kind of crazy, Ill just email you
and let you know, Okay, wheres this code again,
you know? - Jason Okay.
- Robert Because Ill have to get that set up.
- Jason Right.
http//lifeinsurancemarketing.info/
53Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Robert And then once thats set up, in the
meantime, Ill start looking today and tomorrow
and the different groups. Because I belong to a
ton of groups on LinkedIn and a lot of them,
well, not so much any more, but they used to be
insurance related when I was a wholesaler. And
right now, its not that, so its mostly just
retail stuff. So Ive kind of switched my groups
around. But let me see how many groups Im in.
Yeah, medical professionals, corporate lawyer
network, cosmopolitan connections, European jobs,
yeah, a lot of insurance groups.
http//lifeinsurancemarketing.info/
54Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Las Vegas networking, Mustang enthusiasts, New
York Yankees fan club. - Jason Yeah! I mean, those are all groups that
you could post that stuff to. I mean, especially
the ones where theyre interested in something
that is expensive, because you know they got
money and theyre interested in this kind of
stuff that youre promoting. - Robert Yeah, yeah. Okay. Well, yeah, Ill
start going through that kind of figuring outIm
going to try to find some local business groups,
I think, see where that takes me.
http//lifeinsurancemarketing.info/
55Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Okay. Cool.
- Robert So, all right, so, man, I appreciate
your time today, and then like you said, Ill
start working on this on the next day or so, and
if I get stuck, Ill just simply email you, maybe
you can, you know, help me out. - Jason Perfect.
- Robert And then Ill start with looking at
these groups and redo those Facebook ones. Im
still going to go with Facebook, too, I just,
because I want to make sure its working anyway.
http//lifeinsurancemarketing.info/
56Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Yeah, absolutely. I just wanted to throw
that out, this LinkedIn thing, out there for you
since its been working really well for me and
its a way to kind of get stuff going without
having to spend a whole bunch of money. - Robert Right, right. All right, bud, I
appreciate it, thank you so much. You have a
good day!
http//lifeinsurancemarketing.info/
57Financial Advisor Training - Using Facebook
Linked In To Get Leads
- Jason Cool, thanks. You, too, Robert.
- Robert All right, Jas, bye-bye.
- Jason All right, bye-bye.
http//lifeinsurancemarketing.info/
58Financial Advisor Training - Using Facebook
Linked In To Get Leads
- I hope you enjoyed this financial advisor
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http//lifeinsurancemarketing.info/
59Financial Advisor Training - Using Facebook
Linked In To Get Leads
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http//lifeinsurancemarketing.info/
60Financial Advisor Training - Using Facebook
Linked In To Get Leads
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61Financial Advisor Training - Using Facebook
Linked In To Get Leads
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62Financial Advisor Training - Using Facebook
Linked In To Get Leads
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63Financial Advisor Training - Using Facebook
Linked In To Get Leads
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