https://www.youtube.com/watch?v=8e57taRKAzs
Overview
Dan Pascone is a highly experienced financial advisor from the US, helping high earners maximize their investments, save more in taxes, and achieve financial independence earlier in their career.
Goals
Dan wanted to book more calls with qualified leads who needed his expertise. Despite testing different marketing strategies, he needed a more consistent method to reach his ideal client.
Challenges
1. Not getting enough qualified leads
Dan could book sales calls, but too many of them led nowhere because they weren’t the right fit for his service.
2. Converting his social engagement into leads
Dan realized his marketing funnel was missing a direct offer, which meant he couldn’t turn LinkedIn engagement into real business opportunities.
Strategies
- I researched Dan’s audience and created three lead magnet offers from us to choose from, focusing on retirement, stocks, and taxes.
- Since taxes stood out as the most relevant topic for his audience, we decided on the ‘5 costly tax traps causing surprise bills’.
- I interviewed Dan and wrote five ‘educational emails’ plus a 3-day ‘FOMO’ sequence, pitching a free ‘Tax Health Check Call’ to his audience.
- I then wrote, designed, and set up an opt-in landing page for Dan, allowing his audience to subscribe to his new course.
- Lastly, we launched his new email course on Linkedin using my three-post viral launch. Every new subscriber was immediately redirected to a thank-you page that lets them book a call.
Take a look:
Dan’s lead magnet got him 3 booked calls in the first 24 hours after the launch, and 14 calls total in two weeks.