1. How to use RightCapital’s lead generation program for maximum engagement cross your brand experience
Ted Denbow Kristin Harad
VP, Head of Sales & Marketing Expert
RightCapital

2. Agenda Refresher of RightCapital Leads program
Hear from marketing expert Kristin Harad: Use of the lead generation program for maximum engagement across their brand experience
Additional use cases of using Leads’ program from current RightCapital users.
Additional opportunity with Investopedia partnership
Marketing collaterals

3. RightCapital Leads Program Refresher
Advisor’s personally branded “mint.com”
A unique weblink with branded portal that allows any one to create a free financial planning account.
Prospects can enter their basic information, aggregate accounts and track networth, balance sheet, budget and expenses.
Advisors have the flexibility to enable additional functionality while engaging prospects

5. Marketing expert Kristin Harad
How to use RightCapital’s lead generation program for maximum engagement cross your brand experience
Marketing expert Kristin Harad

6. WHERE CAN YOU SHOWCASE YOUR Lead Magnet to Expand your reach?
TOUCHPOINTS THAT A PROSPECT SEES
©2016 Broderick Street Partners, LLC. All rights reserved..

7. Within Existing Experience
Include in Signature block in
Samantha A. Sample, CFP®
Sample Financial Advisory
(555)
@samplan
Learn the 5 Financial Truths Women Over 50 Must Embrace to Retire Wealthy.
Web Site – call to action hierarchy:
Front and Center on Home Page
Include on About Us
Below Blog enroll
WHERE CAN YOU SHOWCASE YOUR FREEMIUM???

8. Print Call to Action on Business Card

9. Use a Capture Tool on Lead Phone Calls
Call to action at end of phone call if not ready for appointment
Train assistant to drive prospect who “wants more information” but is non-committal on phone.

10. Call to Action for Guest Speaking
Text:
FPA Joe Smith
to 38470

11. In Author Block for Guest Articles or Blogposts:
Examples: Kristin Harad, CFP® is founder of VitaVie Financial Planning which specializes in the financial needs of expectant parents and families with young children. She is also the creator of the free report “Ten Easy Steps to Eliminate Your financial anxiety” available for download at Kristin offers a free E-book “Five Ways to Prepare For Your Baby’s Arrival” available at newparentfinances.com.
(c) 2016 Broderick Street Partners, LLC. All rights reserved. Do not share or duplicate without express permission.

12. On Directories and Listings
Brightscope Description & Articles
Nerd Wallet Ask-an-Advisor Profile
NAPFA Fee Only Network Description
Network membership Profiles (e.g. XYPN, GPN, ACP)
Download my complete checklist of directories to claim and customize at
(c) 2016 Broderick Street Partners, LLC. All rights reserved. Do not share or duplicate without express permission.

13. Social Media You Tube Video
Do short video (less than 2 minutes) where you share an excerpt
Share 5 of the 10 tips ... Go to mysite.com to hear the other 5
Include descriptor, link, or sign up where permitted on social media profiles:
Facebook page
LinkedIn
Twitter

14. Facebook Page

15. Facebook Ads

16. Facebook News Feed Ads

17. Landing Pages

18. Additional Tips

19. Additional use cases from current RightCapital users
Targeted Facebook campaign that drives traffic to Leads portal
Landing page call for action changed to Leads program
Use “free financial planning account” as an award for signing up newsletters.
Insert lead links to calendar invite
Immediately use of debt management as a key differentiator to mint.com

20. Additional opportunity with Investopedia
What Is It
 Investopedia’s Advisor Insights is a free content marketing platform that allows you to publish thought leadership articles and answer investor questions.
Benefit
Broadcast your expertise to Investopedia’s 23+ million monthly unique visitors. Advisors average 50,000 page views a year on Advisor Insights.
Attain valuable perks including a complimentary marketing video professionally filmed at your office
Promote your Leads link at Investopedia
How To Join
with your contact information, stating that you’re a RightCapital client, and they’ll get back to you right away.

21. Marketing collaterals – we heard you
Improved Lead links
Two pages of marketing collaterals – love to hear your feedback.
Marketing video in the work

22. Key take away Implement Leads program if you have not done so
Provide us any additional insight and feedback.
Sign up for complimentary video series that teaches 6 steps to create your lead-to-lifelong client marketing system.