ClickFunnels for financial advisors – does it really work?

ClickFunnels for financial advisors? Does it really work? 

It makes sense if you’ve found yourself asking that question, I totally get it.

In 2021 generating leads, finding new customers and clients, and building your business is more important than ever.

And the current economic climate doesn’t really make that easy.

But is it ever?

It’s time to get creative and think outside the box when it comes to generating leads and building your business.

Does ClickFunnels really work for financial advisors?

You can use ClickFunnels for financial advisors, without a doubt. And when you employ the tested and proven strategies, tactics and methods of building your business online using online sales funnels, you can open up new revenue streams and grow your business to new levels.

Today, I’m going to show you how you can revolutionize your business using online sales funnels and by employing the tested and proven strategies that have worked for all kinds of businesses – from contractors, to dentists, to gym owners and more.

ClickFunnels for financial advisors? Does it really work?

Whether you’re just getting started marketing your financial services business online, or you’ve been in the game for a while now, there’s no doubt that adding online sales funnels to your marketing mix can do wonders for your business.

Tell me if any of this sounds familiar:

So many financial advisors have tried a variety of things and have had lackluster results.

You’ve tried the “guerrilla marketing” stuff.

You’ve worn yourself out doing cold calling and trying to get referrals.

You’ve tried the stuff you’ve heard about doing online.

But none of it’s really worked out the way you expected.

But then you heard about ClickFunnels and you’re wondering if it can actually work for you to grow your client list, grow your business and to generate new leads.

The answer to that question is yes ClickFunnels for financial advisors works.

But it’s not just something you plug into your marketing plan and just expect it to work.

The most important part is to learn the methodology behind online sales funnels, how they work, and then how you can use ClickFunnels to make everything easier.

So, if you’ve been searching for a way to grow and diversify your business online, sales funnels can do the job for you in ways you’ve never dreamed of.

But let’s start from the beginning – we don’t want to leave anything out here.

What is ClickFunnels?

ClickFunnels for Financial AdvisorsClickFunnels is a web-based website building platform designed specifically for building online sales funnels.

It’s used by businesses across the spectrum – from online businesses to traditional brick & mortar businesses extending their presence online – and can be used by everyone from beginners to seasoned web pros.

It’s an all-in-one marketing tool designed specifically to help you market and sell your products and online as fast and as easy as it can possibly be done.

ClickFunnels does a fantastic job generating leads – not just for financial advisors, but for just about any market segment.

The whole idea behind ClickFunnels as a tool is to empower you as the business owner with everything you need to build your marketing platform in one place without the big expense of needing to hire expensive web developers (like me) or source a bunch of different tools to accomplish the task.

The main point is speed – speed to market.

You don’t need technical expertise.

You don’t even need to be a designer.

All you need to know is what you want to offer through your online sales funnel and ClickFunnels takes care of the rest.

But then that begs the question:

What is an online sales funnel?

What is an online sales funnel?

what is an online sales funnelIn its most basic terms, an online sale funnel is a series of steps that begins by attracting your dream customer with the right “hook” to grab their attention, then walking them through a series of steps that leads them to a purchase opportunity.

There are a few keys here that are very important, and we’ll discuss them in more detail in a minute, but I want to at least introduce the ideas here so it makes more sense later.

The first key is figuring out who the “dream customer” is.

This is crucial because in order to create the right kind of bait for your dream customer, you have to know them better than they know themselves, and know where their pain points are.

The second key is, because you know who your dream customer is, you’re able to put the right bait on your hook – something that will be attention-grabbing and cause them to take notice.

The third key is, once you know who your dream customer is, you know what their pain points and problems are, and you know how to hook their attention, you have to give them the opportunity to enter into your world in a safe, no-risk kind of way by providing them a valuable resource for free.

The way you get them into your world is to capture their contact information so you can then build your relationship with them, deliver value to them through email marketing, Facebook Messenger marketing, and/or text message marketing.

Because these people are your dream customers, they’re going to be interested in hearing from you, because you can deliver value to them, and the ultimate result is that you build your relationship with them and convert them to clients.

There’s a lot more to it, but that’s the basics of what you’re trying to accomplish with your online sales funnel.

If you’d like to go deeper into the art and science of online sales funnels, I want to recommend you pick up a copy of Dot Com Secrets by Russell Brunson. It’s by far the single best book I’ve ever read about how to do business online. Brunson is an absolute genius marketer if you’ve not heard of him, and is the man behind the ClickFunnels platform too.

How can financial advisors use ClickFunnels to generate leads?

So by this point, you’re probably asking how you can use ClickFunnels generate leads for your financial services business.

The answer will intrigue you – and we’re going to cover it but we need to do it backwards.

ClickFunnels is an amazing tool, but it’s still just a tool. So, we have to talk a little about what a sales funnel for a financial advisor might look like.

Trust me – it will make a lot more sense this way.

We need to see the big picture before we see the details.

Working from top to bottom is going to give us everything we need to build an outstanding sales funnel.

ClickFunnels For Financial Advisors: Who is your dream client?

I mentioned previously that figuring out who your dream customer is is vital to the success of your online sales funnel.

You can’t overestimate how important this part is.

You see, the reason it’s so important is because we not only want to get connected with our dream customers who we’d love to work with.

But just as importantly we want to eliminate those potential customers that we do not want to work with.

Let me ask this:

Have you ever had a client that just drained the life out of you? Super-needy, always needing your attention, always calling or messaging.

The characteristics of that person may vary for you, but the feeling they give you is the same:

That when their name shows up on your caller ID you immediately dread answering that call.

This is the person we want to avoid in our business.

And we can do that by figuring out the things that are unique to our dream customer, and eliminate everyone else.

You see, when you do your dream customer profile correctly, you will see that there are several qualities and questions that will go hand in hand, that you can answer in a way that will speak directly to them.

As you get to know your dream customer better than they know themselves, the things you need to say, and the way you need to say them will become perfectly clear.

And we use this as the basis for everything else we build for your online sales funnel.

ClickFunnels For Financial Advisors: The Ultimate Result

Now that we know who we’re talking to and trying to reach, we have the beginning of a plan!

The next step is to work from the top down to figure out how we can help that dream customer.

Think about it this way:

If budget were no issue for your dream client, what could you possibly deliver for them in terms of results?

What would be the ultimate solution you could deliver for your dream customer?

What would it look like?

Would you drive or fly out to their location to meet with them?

What would you teach them and then do the work personally to help them implement?

What could you deliver in as a high-touch, high-ticket service that would be irresistible for your dream customer?

Something might immediately come to mind as a service that you’ve already got in place.

Or, if you don’t already have something like this in place, this is something new that you need to create because you need to have products and services that serve your dream client at the highest level possible.

So if you don’t have it you need to create it!

This is what we’re going to call your flagship service and it’s the most expensive, most high-touch service you can deliver.

ClickFunnels For Financial Advisors: Core Result Areas

Now, if you built your ultimate high-ticket service right, it will consist of several different results that make up the ultimate flagship service.

There are probably 3 to 5 (or more) things that you put together to make that service as valuable and useful as possible.

Those 3 to 5 things are what we’re going to call “core result” areas.

Your core result areas make up your ultimate result that you can deliver.

Each of these core results deliverables by themselves are a valuable service.

This could be your best offering on how to maximize your 401k, or your best method for maximizing your retirement planning.

These core areas are highly specialized services that focus on a core area that your dream client needs to have in place in order to get the best results they can get with your guidance.

ClickFunnels For Financial Advisors: The Micro Result Areas

Now that you’ve defined your core result areas, you’re probably noticing that there are several components that make up your core areas.

For example, if one of your core areas is creating a college savings plan for your kids, there are several ways that can be done like pre-paid tuition, or a 529 college savings plan.

A micro result would be something you can deliver in an area like this.

So the picture looks like this:

If long-term financial prosperity is the ultimate result you can deliver for your dream customer, then there are several parts to make up that result: wealth building & management, savings plans, investment plans, etc.

Each of those plan areas are core result areas, with their own micro result areas like the 529 college plan.

So what do you do with all this now that you have it all outlined?

We’re going to take one thing that’s the most sexy and exciting thing out of all of the micro-result areas and create a resource that you’re going to give away free to hook your dream customers into your world.

How does ClickFunnels work for financial advisors?

Now that we’ve got all that figured out, the next step is create your sales funnel.

We’re going to take all the work we did outlining the products and services we talked about, and line up the funnel – from the free resource, all the way into your paid products & services.

First off the lead magnet you created from your most sexy and exciting thing from before is going to be the front end of your funnel and you’re going to use ClickFunnels to create an opt-in page.

Then from there, you can send them to a phone funnel where you get them on the phone for a free consultation call.

The flow of the products & services you offer in your funnel are entirely up to you, it just takes a little creative thinking using the flagship framework I laid out for you above.

ClickFunnels For Financial Advisors: The tools at your disposal

Once you have your funnel in place using the steps we covered before, as you win your dream customers into your world ClickFunnels is going to help you manage them.

ClickFunnels will integrate with your CRM so you can start to build your relationship with them, and ascend them up your value ladder.

Your ClickFunnels account, even at the basic level, is going to give you the ability to create 20 different funnel websites with up to 100 pages, so there’s plenty of resources available to you there.

You can create any kind of funnel you can think of too.

You can create a funnel that gives away a free strategy call.

You can create a funnel to run a webinar on autopilot.

You can create an application funnel.

ClickFunnels is full of prebuilt templates that can get you started even faster, or is even robust enough for seasoned web pros to build beautiful custom designed funnels.

I’ve been using ClickFunnels myself and for my clients for years now and it really is a great all-in-one tool that will solve all your online sales funnel problems.

It can even replace your current sales funnel website, your CRM, and your email service provider.

But here’s the bottom line:

ClickFunnels is only as good as the funnel you create. Just like anything else, ClickFunnels is a tool – not a magic pill that’s going to solve all your problems, just by using it.

So if you need more help learning how to create your sales funnel, I want to recommend a tool that I’ve found that will help you do just that.

A couple years back, when I was struggling with the whole idea of how I could use online funnels in my own business I came across an online training that made it all super easy for me.

You see, I’d been able to help people design and build out their funnels, putting all the pieces together, but for me, it was always hard to figure out how I’d personally use the concept for me in my business.

I got tired of trying and failing, so when this training came along, the timing couldn’t have been more perfect.

It’s called the One Funnel Away Challenge and to this day, it’s hands-down the single best training I’ve ever done.

And it’s been updated as of January 2021, and it’s even better than ever.

If you want to get seriously effective training on how to personally build out your own sales funnel, I can’t recommend it highly enough.

I recommend you check it out – you can learn more here.

Next Steps

If you’ve got it figured out and you’re ready to take the next step, then you need to get started with your own ClickFunnels free trial. It’s completely free to test for 14 days.

You get full access to everything you need to see if it’s going to work out for you, so there’s no risk.

I want to recommend a couple resources that will help you take the next step.

First is are a couple books:

Dotcom Secrets – This book by Russell Brunson goes a lot deeper into the concepts I’ve introduced here, and a couple of the examples I use in this post come from this book. If you’re serious about generating leads for your cleaning business, you have to read this one.

Expert Secrets – I’ve learned more about lead generation and online business from this book than just about any other. It’s essential reading for all business owners and required reading for my clients.

If you want to get help implementing what you’ve learned here, I want to invite you to join my private Facebook group where we’re talking about the concepts discussed here in this post with an ever-growing community of like-minded entrepreneurs and business owners of all kinds figuring out how to get the most out of their online marketing efforts.

You can join my free Facebook group here.


Many of the links you’ll find here are affiliate links and proudly so.

I recommend them because they’ve helped me do what I do and I have great confidence that you will get value out of them as well – hence the recommendation and affiliate links.

It’s my belief that if a product or service can help me in my business then it can help you in yours too. I’m either currently using, or have used these products and services I recommend – I will never support or feature something that I don’t believe in completely!

So by following any of these links and making a purchase, I’ll receive a commission. I always recommend you do your own independent research first before you purchase anything.

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