The PPC Machine
30/04/2025
I want to tell you a story that will help you fix one of the sneakiest reasons why you might not be winning as many clients as you'd like.
The story involves me aged 16, plus:
- a bottle of Scotch
- an error of judgement
- and a rescue helicopter
It’s funny in hindsight. But it also reveals something a lot of solo business owners get wrong when it comes to attracting new business.
I’ve shared the full story (and what it means for your lead generation) in the latest edition of The Smarter Soloist.
📬 Link’s in the comments.
07/07/2023
Chatbots have been shown to greatly increase the number of enquiries you can generate from your website.
If you use a service such as ConversioBot or Tidio, it is very simple to add a chatbot to your site and configure it to ask whatever questions you like.
Do you have a chatbot on your site? Do you get good leads from it? Do you prefer using chatbots on other people's sites rather than sending an email or filling in a form?
Let me know your thoughts in the comments.
06/06/2023
If you have a clear idea of who your target customer is, you can use Facebook Ads to get your financial services business in front of them for a relatively low cost.
This article contains a lot of information about how to use Facebook Ads as a mortgage broker or IFA:
https://buff.ly/3V5ZLED
You can also use Facebook retargeting to reconnect with people who may have visited your website but not made an enquiry.
23/05/2023
I said in a post last week about how you can use forums to attract new clients for your financila services business.
In a similar vein, you could look for financial questions on Quora and provide answers to them.
If you're not familiar with Quora it is a website where people can post questions about all sorts of things and then other people can step in and provide answers.
Quora posts often appear in Google search results too, so this can be a good way to get yourself found on Google even if your own website doesn't rank very highly yet.
11/05/2023
People love taking quizzes online, especially ones which claim to give them some kind of insight into themselves. This is why personality tests are so popular.
As a financial adviser or mortgage brokerm, you can use quizzes to engage prospects, get them onto your mailing list, and also start to pre-qualify them before you even speak to them.
For example, you could have a quiz that promised to tell people how financially savvy they were once they had answered a series of simple questions. If the questions included things like:
Do you know how much money you'll have to live on in retirement?
How much can you save into an ISA each year?
True or False: I don't need a will because everything will automatically go to my spouse
then the answers could be used to give people their score and also to help you identify what sort of financial advice they may need from you.
You can read lots more about the benefits of online quizzes and see examples of successful quizzes in this article:
https://buff.ly/3LqmIPS
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