Lead Generation and Referrals in GoalsMapper
GoalsMapper offers various tools for lead generation and client referrals. Prospect information collected through these methods is automatically added to your Leads. Visit Lead Generation Tools to explore all options for engaging potential clients.
1. Client Referral Website
Each user has a unique referral page, which can be shared across social media platforms, allowing clients to easily arrange sessions with you. Access your referral link at Referral Link Page.
2. Personalized Website
A personalized website enables you to showcase client testimonials and key information, offering reassurance to new prospects about the quality of your advisory services. Get started at GoalsMapper Branding.
3. eBook Downloads
Your personalized website also allows you to offer an eBook on Personal Financial Management as a lead magnet. Prospects provide their contact information to download the eBook, which includes a customizable section where you can add a personal touch.
Get started at GoalsMapper Branding.
4. Financial Planning Widgets
GoalsMapper provides three Financial Planning Widgets that serve as lead magnets, focusing on Retirement, Insurance Planning, and Education Planning. These widgets offer valuable insights into your prospects' interests, helping you better prepare for your advisory sessions.
Get started at GoalsMapper Branding.
5. Personalized Mortgage Referral Link
Mortgage considerations are integral to many clients' financial plans. Use the GoalsMapper Mortgage Referral Link to share a custom landing page where prospects can explore mortgage options and submit requests, allowing you to initiate meaningful conversations. Generate your link at Mortgage Dashboard.
6. Personalized Medical Assist Referral Link
With the GM MediAssist Referral Link, you can seamlessly connect clients to premium healthcare services through our strategic partnerships with top-tier providers. Create your personalized link at GM MediAssist Dashboard.