[Step 6] 8 Step by Step Strategy for Financial Advisors to Generate Leads Online Using Digital Marketing

6. Video Sharing

Use Youtube/Vimeo to Generate Leads Online


Make a video about your products and/or services. After you give all information you will offer them free consultation. Basically say “Hey. If you like this or interested about this video. Here’s my contact, give me a call and I’ll give you free consultation. Let’s get started!” That is the easiest way to turn your viewers to costumers.

Another way is building your email list from a video and freebies. You can ask your viewers to go to a link and download, say example free e-book, and when they download the e-book It will require the viewer to enter their email and that’s it, you have their email. It’s another way to turn your viewers into becoming your client.

When you’re ready to sell, you have these potential targeted leads that you build from making videos.


Remember, it is your job and responsibility to treat your generated leads right and with respect once you get their information. Do not spam them.

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