FundGuru
Financial Services
FundGuru
FundGuru, a financial advisory firm, needed a website that would establish trust and credibility wit...
Financial Services📍 Brisbane, QLD
Wealth Builders Advisory
Financial Advisor: Generating Quality Leads Through Educational Webinars
85/month
Webinar Attendees
28/month
Consultation Bookings
12/month
New Clients
⚡The Challenge
Financial advisor needed consistent flow of qualified leads. Cold calling ineffective and uncomfortable. Advertising expensive with mixed results. Wanted to attract clients who already understood value of financial advice. Needed educational approach building trust before sales conversation.
💡Our Solution
Built financial advisor website with integrated webinar platform. Regular free webinars on retirement planning, investment strategies, tax optimization. Automated registration and reminder emails. Webinar attendees invited to one-on-one consultations. Built email nurture sequence for attendees not ready immediately. Content library positions as expert.
📊The Results
85/month
Webinar Attendees
Consistent lead flow
28/month
Consultation Bookings
From webinars
12/month
New Clients
Qualified leads convert
“Webinars attract exactly the clients I want—educated and ready for financial advice. Build trust through education before sales conversation. Consistent lead generation replaced cold calling. Much more effective and enjoyable.”
RC
Robert Chen
Principal, Wealth Builders Advisory
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