Digital Lead Optimizer

Digital Lead Optimizer for financial advisors

Targeted Marketing to Drive Demand to You

  • Advanced Lead Generation
  • Hyper-Targeted Approach
  • Capture Quality Prospects
  • Expert Consultation Services
  • Detailed Reporting

Detailed Information

Our innovative, inbound digital lead campaigns provide a streamlined focus for financial advisors seeking advanced lead generation. Through our intuitive, simple process, financial advisors gather motivated leads and introduce them to their brand.

Digital Lead Optimizer

We work with you to develop an inbound lead generation funnel that’s optimized for your practice, backing your efforts with easy-to-use data and available support from digital marketing experts. Campaigns include:

  • Custom campaign landing page hosted on your website
  • High-quality, educational content
  • Targeted social media ads
  • Targeted Google display ads
  • Branded Google search ads

Contact us today for digital marketing and search engine marketing strategies that generate leads and build AUM.

Additional Details

What You Need to Know

With Digital Lead Optimizer, Broadridge expertly matches the most relevant content themes to defined prospects across all digital channels.

  • Find the right leads — Attract clients who match your financial expertise and increase word-of-mouth influence
  • Gain valuable insights —Enriched prospect profiles feature life stage, wealth level and propensity-to-invest data
  • Publish compelling content — Build meaningful connections thanks to our library of 2,000+ FINRA-reviewed articles, videos and interactive items that instantly position you as the go-to expert
  • Target, engage, optimize and grow — Start increasing your AUM

Let’s lay the groundwork for your digital success. With a detailed onboarding experience, we create and develop a customized strategy to compliment your unique brand. Together, we’ll:

  • Define your ideal prospect
  • Identify the most engaging content
  • Create targeted website landing pages
  • Develop, implement, and manage digital advertising campaigns via Facebook and Google
  • Support advertising assets review process for faster, simpler compliance approval
  • Meet monthly to review results
  • Apply analytics to optimize your campaigns