Online tools for marketing financial advisors

> Presence, live chat, surveys, calculators

> Newsletter + survey marketing


Highlights

• Digital marketing strategy for financial planners
• Produced financial mentoring / resources site
• Generating leads through surveys and events
• Generating sales for financial service companies

FinancialMentor.ca is an online mentoring web site, with a focus on personal finances. In conjunction with Toronto Talks, the site was developed to generate leads for LMS Prolink and other financial service companies.

Giant Step designed an original layout for the site, and included many online features including a chat system allowing visitors to get some advice right on the site and schedule meetings with a mentor.

Other features include online surveys, financial calculators, an updatable calendar of events, as well as a financial news feed, and a secure web-based site updating feature.

The strategy works and generates on-going leads and sales for financial planning services.

Advisor.ca >