3 Proven Ways to Generate Leads with Fisco Apps: Boost Your Advisory Business Today!

Introduction

For financial advisors, generating leads is the first step toward building a successful practice. With Fisco Pro App, you have three powerful tools at your fingertips to attract, engage, and convert prospects into loyal clients. Whether you’re sharing booking links, referral links, or writing articles, these strategies are designed to help you grow your advisory business effortlessly. Let’s dive in!

Share Referral Links to Download the App

A referral link allows prospects to download the Fisco Customer App and connect with you directly using your unique referrer ID.

How to Use It:

• Email Campaigns: Include your referral link in email signatures, newsletters, and personalized outreach emails.
• Social Media: Share the link with a brief explanation of how the app benefits clients (e.g., real-time forecasting, goal tracking).
• Networking Events: Share the link during webinars, workshops, or in-person events.

Share Booking Links on Websites, Social Media, and Ads

A booking link allows prospects to schedule a consultation or meeting with you directly through the Fisco Apps platform.

How to Use It:

• Embed on Your Website: Add the booking link to your website’s homepage, contact page, or a dedicated "Schedule a Meeting" section.
• Promote on Social Media: Share the link on platforms like LinkedIn, Facebook, and X (formerly Twitter) to reach a wider audience.
• Run Ads: Use the booking link in paid ads (Google Ads, Facebook Ads) to target potential clients actively searching for financial advice.

Write Articles and Share Them with Referral Links

The Fisco Advisor App allows you to write articles directly within the app and share them with your network. Each shared article link includes your unique referral ID, making it easy to track leads and connect with prospects.

How It Works:

1. Write an Article: Use the in-app editor to create informative and engaging articles on topics like financial planning, investment strategies, or retirement tips.
2. Share the Link: Once your article is ready, share the link via email, social media, or messaging apps.
3. Automatic Navigation: When someone clicks the link:
   1. If they already have the Fisco Customer App, they’re taken directly to the article.
   2. If they don’t have the app, they’re prompted to download it (with your referral ID pre-filled) and then navigate to the article.

Why It’s Powerful:

1. Builds Authority: Writing articles positions you as a knowledgeable and trustworthy advisor.
2. Drives App Downloads: The referral link encourages prospects to download the Fisco Customer App and connect with you.
3. Engages Prospects: Articles provide value to your audience, keeping them engaged and interested in your services.

Pro Tips for Success:

1. Write Regularly: Publish articles consistently to stay top-of-mind with your audience.
2. Focus on Value: Address common client pain points or provide actionable tips.
3. Promote Widely: Share your articles on LinkedIn, Facebook, WhatsApp, and email newsletters.

Why This Feature is a Game-Changer

1. Seamless Integration: Combines content creation, lead generation, and client engagement in one platform.
2. Trackable Results: Your referral ID lets you track how many leads are generated from each article.
3. Enhanced Client Relationships: Provides value to prospects before they even become clients, building trust and rapport.

FAQs

Q: Can I edit my articles after publishing?

A: Yes, you can edit and update your articles anytime within the Fisco Advisor App.

Q: How can I know if a lead has been generated?

A: When someone downloads the Fisco Customer App using your referral link and joins the platform, they will automatically appear in your customer list screen. You’ll be able to see their details and track their activity.

Q: Will I be notified when a new customer joins?

A: Yes! When a new customer joins using your referral link, an auto-chat message will be sent to you in the app. This message will notify you that the customer has logged in for the first time, making it easy to follow up and start the conversation.

Q: What happens after a customer downloads the app using my referral link?

A: Once a customer downloads the app and joins using your referral link, they will:

1. Appear in your customer list screen.
2. Trigger an auto-chat message to notify you of their joining.
3. Be directed to the article or screen you shared (if applicable).

Q: Can I customize the auto-chat message sent to new customers?

A: Currently, the auto-chat message is pre-set to notify you when a new customer joins. However, you can follow up with a personalized message to welcome them and start the conversation.

Q: How do I access my customer list screen?

A: Your customer list screen is available within the Fisco Advisor App. Simply navigate to the "Customers" section to view all customers who joined through your referral links.

Q: What topics should I write about?

A: Focus on topics that resonate with your target audience, such as retirement planning, education planning, business analysis, or investment tips.

Summary

Generating leads is the cornerstone of growing your financial advisory business, and Fisco Apps (Fisco Pro Advisor App and Fisco Customer App) make it easier than ever. With three powerful strategies—sharing booking links, using referral links, and writing articles within the app—you can attract, engage, and convert prospects into loyal clients.

• Booking Links: Share links on your website, social media, or ads to let prospects schedule consultations effortlessly.
• Referral Links: Encourage app downloads with your unique referral ID, and get notified when new customers join.
• In-App Articles: Write and share articles directly from the Fisco Advisor App. Each shared link includes your referral ID, driving app downloads and connecting you with prospects automatically.

With real-time notifications, a customer list screen, and detailed analytics, Fisco Apps empower you to track leads and build relationships seamlessly. Start using these strategies today and watch your advisory business thrive!