How to Generate Financial Service Keyword Ideas – Online Lead Generation

A quick way to find new financial service keyword ideas.

Financial services online lead generation.

There are tools that allow access to similar information, but this is a quick free way to generate some new ideas for financial lead generation – in our example an ISA investment PPC campaign.

RelatedOnline Lead Generation for Financial Services

Often people are asking questions as part of a decision-making process (rather than just out of curiosity). But make sure you focus your budgets on generating the right content or focusing on the most relevant keywords.

Find New Content Ideas for Financial Lead Generation.

Type your search into Google. In the example below, we have used: “isa investment advice”.

Scroll down to the ‘People also ask’ and click on the first result. This will populate some more common questions at the bottom of the list. 20 seconds or so of clicking and you’ll have a detailed idea of how people search for your services and what kind of content you need to provide to generate ISA leads.

Also, at the bottom of the search page is a list of “Searches related to” + your search, i.e. “isa investment advice”:

  • best funds to invest in now
  • best investment funds for beginners
  • stocks and shares isa rules
  • best funds to invest in 2017
  • best isa funds for 2017
  • fund tips 2017
  • best performing funds over 5 years
  • best investments 2017 martin lewis

Financial Service Keyword Ideas

Our search generated the below results that can be used to identify new negative and positive keywords for an ISA PPC campaign. They could also be used to inspire content ideas for ongoing SEO.

  • Can I invest in more than one stocks and shares ISA in the same year?
  • How many cash ISA can you have?
  • How does an ISA work?
  • What is a stocks and shares ISA?
  • What is an ISA?
  • Do I have to put ISA interest on my tax return?
  • Can I have more than one ISA with the same provider?
  • How much money can you put in an ISA?
  • Are all ISAS tax free?
  • What is a cash ISA?
  • How much money can you put in a NatWest ISA?
  • What is cash ISA Lloyds?
  • Can you close an ISA?
  • How do I close my Halifax Isa?
  • When did help to buy ISA started?
  • What is the help to buy ISA?
  • How do I close my Natwest bank account?
  • Can you transfer part of an ISA to another provider?
  • What is the interest rate on a Natwest cash ISA?
  • What is a instant savings account?
  • How much money can you put in an ISA?
  • What is ISA allowance for 2016 17?
  • How much money can you put in an ISA?
  • Can I have a cash ISA and stocks and shares ISA?
  • Can you withdraw money from a cash ISA?
  • When did Isa’s start?
  • What is an equity ISA?
  • Do you get dividends from stocks and shares ISA?
  • What does the i stand for in Isa?
  • Can you withdraw money from a cash ISA?
  • Do you have to pay tax on savings?
  • How do you fill out your tax return?
  • Can I pay into 2 ISAS at the same time?
  • What is cash ISA allowance for 2016 17?
  • What is the meaning of ISA?
  • Can I invest in more than one stocks and shares ISA in the same year?
  • What is a individual savings account?
  • How does an ISA work?
  • What is a stocks and shares ISA?
  • What is ISA UK savings?
  • How do you open up a savings account?
  • Can I have multiple ISA?
  • How many ISAS can I have at the same time?
  • Can I withdraw from my help to buy ISA?
  • What is a help to buy mortgage?
  • What is a cash ISA?
  • When did help to buy Isa start?
  • Can I withdraw from help to buy ISA?
  • How do I close my bank account with Natwest?
  • Can your bank account be closed without notice?
  • How do you transfer an ISA?
  • Can you transfer money from a cash ISA to a stocks and shares ISA?
  • How much money can you put in a Natwest ISA?
  • What is cash ISA Lloyds?
  • What is a fixed term bonds?
  • Can you have a savings account with a debit card?
  • Are all ISAS tax free?
  • What is ISA allowance for 2016 17?
  • How much money can you put in an ISA?
  • Can you withdraw money from a cash ISA?
  • What is an ISA UK?
  • When did Isa’s start?
  • How much money can you put in an ISA?
  • Do you get dividends from stocks and shares ISA?
  • What is an ISA wrapper?
  • Can I have a cash ISA and stocks and shares ISA?
  • Do you have to put ISA interest on your tax return?
  • What does the i stand for in Isa?
  • Can I invest in more than one stocks and shares ISA in the same year?
  • How do I buy shares in a company?
  • What is a stocks and shares ISA?
  • Do you pay capital gains tax on an ISA?
  • What is an ISA?
  • How does an ISA work?
  • Can you close an ISA?
  • How do I close my Halifax Isa?
  • Is bank interest taxed?
  • How much savings interest is tax free?
  • What is a self assessment tax return?
  • How can I file income tax return online?
  • Can I have more than one ISA with the same provider?
  • How many ISAs can I have at the same time?
  • How much do you pay in capital gains tax?
  • Do you have to pay tax if you sell your house?
  • What is a cash ISA?
  • Can I pay into 2 ISAS at the same time?
  • What is a individual savings account?
  • What does the name Isa mean in Islam?
  • Can you transfer part of an ISA to another provider?
  • What is ISA allowance for 2016 17?
  • Can you withdraw money from a cash ISA?
  • How much money can you put in a Natwest ISA?
  • What does ISA stand for in terms of science?
  • What is meant by stocks and shares?
  • How much money can you put in an ISA?
  • When did Isa’s start?
  • How do you calculate Aer?
  • What is an equity ISA?
  • How does the annual interest rate work?
  • What is the base rate mortgage?
  • What is cash ISA Lloyds?
  • Are all ISAS tax free?
  • Can I invest in more than one stocks and shares ISA in the same year?
  • What is the base interest rate?
  • What is a instant savings account?
  • How much money can you put in an ISA?
  • Do you have to put ISA interest on your tax return?
  • When did help to buy ISA started?
  • What is the help to buy ISA?
  • What is the government help to buy scheme?
  • Can you get help to buy on any house?
  • How does it work help to buy?
  • What is the equity loan?
  • What is an ISA savings account?
  • How does an ISA work?
  • Can I withdraw from my help to buy ISA?
  • What is a help to buy mortgage?
  • Can you have two ISAS?
  • How do I close my Halifax Isa?
  • Can you close a bank account online?
  • How do you close your bank account?
  • What happens if your bank account is closed?
  • What happens when a check is direct deposited into a closed account?
  • How do I move my cash ISA?
  • Can you transfer money from a cash ISA to a stocks and shares ISA?
  • What is ISA allowance for 2016 17?
  • Can you withdraw money from a cash ISA?
  • What is a cash ISA?

And there are many many more.

In Summary

You should now have a lot of new content ideas for your financial services lead generation.

PPC and SEO require constant management to produce results. If you need help with your financial services online lead generation, please contact us now for an initial discussion.

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Advice for New Freelancers from a Freelance Adwords Consultant

Setting up as a Freelancer? Here are a few things I’ve learnt over the past 12 months.

Before setting up as a Freelance AdWords consultant, I needed to understand a number of things first.

It’s all down to you!

If like me, you have left corporate life behind, you’ll no longer have the luxury of departments to turn to when it’s time to invoice, market, design or develop. You need to understand how much to charge, how to invoice, time management and tracking, accounts and tax – the first step to becoming a freelance consultant is about organisation and administration. Yawn.

Related: Low-Cost Growth Hacking for Small Business

Who are you?

But first, you really need to understand what you offer and create a vision. Identifying your skills and expertise is probably the most overlooked activity. You know you have to develop business leads, so first, take the time to identify exactly what your focus will be. It’s easy to leap into anything and everything, but you need to find it easy to answer the question, “What do you do?”.

If you are already at the stage where you are reviewing exactly why all this is so hard (don’t worry, it happens to everyone I’ve talked to). You need to scale things back and reverted to your original passion, values and beliefs. Combine that with experience and training and your niche offering will set you apart from the rest of the consulting crowd.

Marketing Your Services.

Marketing yourself as a Freelance Consultant requires attention and commitment on a daily basis. Digitally connect yourself to build your network person by person, develop your own opinion and stance on key industry topics, understand the audience you’re trying to market yourself towards and most of all, clearly communicate how you, as an independent brand, can help your clients grow their own businesses and transform their business successfully.

Freelance Marketing Tips

  • Specialise.
  • Get a website.
  • Use LinkedIn to grow your B2B network (comment on articles, connect to new people).
  • Use Facebook to promote yourself to your local area.
  • Register for Google Business.
  • Ask for Reviews.
  • Don’t spend all your time on all the various social / marketing platforms. Choose 1 (I’d recommend Google AdWords) and focus on that.
  • Really understand what you are doing before you start paying to advertise. Paid advertising is a really easy way to spend all your marketing budget and get no results.
  • Always get a signed agreement.
  • Remember to Invoice.
  • Keep accounts!

In Conclusion

Establish what you are going to specialise at, spread the word, be organised and don’t lose faith! Use good online applications to make things easier. I use Wave for accounts and HelloSign for contracts, I’ve dabbled with Zoho for CRM and automation – early days but looks ok (I’m just using the free version at the moment).

Good luck!

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Growth Hacking and CRM Automation

Speed up your business growth by integrating CRM Automation into your Business Growth Strategy.

Modern CRM automation systems are no longer just databases of contacts with notes and reminders. These days CRM software can automate a lot of your processes, saving you time and transforming the way you engage with potential clients.

Related:

Traditionally businesses have relied on networking, lead generation and hard working sales teams. CRM systems helped track what was said, note personal details and make sure follow-up actions took place. Online businesses need a bit more. Every visit is a potential customer, marketing automation CRM is a growing requirement.

Many CRM solutions include sales and marketing automation. Full-service CRM’s includes landing page builders, rule-based email automation, call to action scripts live visitor tracking, web chat, automated responses and more!

So, start capturing more leads, impressing current customers and increasing conversions.

Customer Nurturing and CRM Automation

Potential customers only have a potential for a short period of time. They’ll visit your site, look through the services, possibly the ‘about you’ page and if they find anything of interest they’ll sign up to the newsletter or free membership option. Customer nurturing is about sending the right information to the right person at the right time. Lead nurturing is the process of sending a series of automated messages (usually emails but could be texts) that will trigger based on a prospect’s position in the sales process.

CRM’s now tie directly into your site, adding all of your users into the CRM as soon as they sign up. This then allows you to put them into the Customer nurture process, automatically emailing a personal follow up note, then two weeks later another message, then another if they haven’t signed up to the paid membership. Just about anything else you can think of that’d be helpful for your business.

CRM’s monitor your site stats, show how people discover you, which parts of your site they’ve seen, and then point out the people to focus on in your marketing efforts. They’ll even automatically email your users to make sure they don’t forget about you! CRM automation helps identify potential customers and automate the sales process. They can even interact with your visitors via web chat to gauge whether visitors are ready to sign up, or what more is needed for them to be convinced!

It’s about analytics tied to a rich customer database that’ll help you personalise your marketing and automate tedious processes.

Other CRM Automation Benefits

Shorten the Sales Cycles

Push focused content to prospects at the right time guiding them through the buying cycle.

Multi-Channel Campaign Management

Carry out marketing across multiple channels, including website, email, events and social media.

Gain Real-time visibility

Gain insight into campaign performance and ROI with analytics.

Visitor Tracking

Monitor every person that visits your website by tracking which pages they click, where they are, how they found your website etc. Many CRM systems deliver alerts when a lead, prospect or customer visits the website.

Choosing the right CRM Automation Platform

  • Review the features to make sure they are a fit for your business
  • Ease of Use. Marketing automation takes a more time to set up than the traditional CRM, and it’s likely that you need to embed some code into your existing site. Remember, the more you put in the more you will get out.
  • Pricing plans – any software worth its salt will allow you at the very least a free trial. Some offer free for 1 user then pay for add-ons.

There are a number of big players in the CRM marketing, including Microsoft Dynamics, Salesforce, Sugar CRM and Zoho, but there are also a number of smaller SaaS players offering great value products. Use the power of Google and have a look for the right one for your business.

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Customer Onboarding is Integral to Growth Hacking

Don’t waste all of your growth hacking efforts by having a poor customer onboarding experience.

Customer onboarding is the process of “bedding-in” your new customers – probably during a free trial period – and delivering value that will convert them into regular or paying customers (depending on your objectives). Onboarding sets the tone for your relationship, at the very least the onboarding process needs to highlight the potential your product offers customers.

Whether a low-touch, self-service solution, or a high-touch SaaS company, customer onboarding can affect all of the below performance metrics:

  • Customer drop-off after sign-up.
  • Free Trial-to-Paid conversion rates.
  • Active customers over 90 days.
  • Churn rates or non-renewals.

What else could be going wrong?

  • Misleading sales practices.
  • Unrealistic expectations.
  • Time to First Value is too long.
  • Poor customer experience.

Understanding The Customer’s Desired Outcome

An online subscription-based sales model means customers can often start small. A free trial can act as a gateway, leading customers to move to a paid subscription or increase the number of licences they purchase.

What does a ‘free-trial’ customer need to achieve to convert paying customer? A successful conversion (free -> paid) is not the same as what the customer is looking to get out of the trial:

  • How do they measure success?
  • How are they measured by their company?
  • What are they trying to achieve with your product?

This is not about features, functionality, or workflow, it is about the value your service offers customers.

Customer Onboarding Tips

  1. Personalise your welcome.
  2. Focus on your customer’s objectives.
  3. Offer assistance.
  4. Follow up regularly.
  5. Viral Growth. The Customer Loop. Encourange your customers to spread the word.
  6. Ask happy customers for their stories via a survey. Or retrieve data that uncovers your best customers.

The Customer Onboarding Lifecycle

Having realised value in your service, the next step is to convert to a paying customer. A result of focusing on the outcome your customers want is that everyone wins.

Timescales for this could vary, it could be day 1, 10, 30 or more. However, most companies will let trials go the full 30/60/90 days before trying to get them to convert.

Having an onboarding plan that by identifies “success” and links this to communication will help shorten conversion times and strengthen the value proposition.

An example of this would be to trigger an ‘upgrade your subscription’ message (preferably combined with a timed discount), so just after the customer has had an enquiry from the directory listing.

In Conclusion

Having a personalised, agile, customer onboarding process will increase conversions, reduce churn and spread the word! Highlight success stories to motivate more customers to use your product.

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Low-Cost Growth Hacking for Small Business

Manchester based digital marketing consultant, Rob Wilkinson, explains the benefits of Low-Cost Growth Hacking for SME’s and Startups.

Growth hacking is fast paced experimental marketing that results in finding the most effective way to generate business growth. The channels used tend to be modern digital, rather than traditional media.

Especially useful for startups, growth hacking is not just about generating leads, it is also crucial to conversion and retention. Important metrics include cost-per-acquisition (CPA) and lifetime value (LTV), not just click-through-rate and cost-per-click.

Growth Hacking is all about Business Growth.

Growth hackers use different types of marketing and product iterations — rapidly testing copy, email marketing, SEO and viral strategies. The aim is rapid business growth. But business growth becomes much harder if the customer attrition is high, so retention is also equally important.

Growth hacking is fundamental to the online marketing matrix which includes Search Engine Optimisation, PPC, Analytics, Content (distribution) Marketing, VideoInfluencer and Social outreach.

However, growth hacking is also crucial to engagement (On-line community management, user-generated content, onboarding, conversion and the customer journey.

Low-Cost Growth Hacking for Startups

Many new, and some established, businesses struggle with not having much marketing budget, not having any marketing experience or both.

Growth hacking is about innovating new low-cost marketing and not wasting budget on experiments that aren’t working. Quickly testing a variety of channels and focusing on the one that makes the best return on investment – or at least shows the most promise.

Business growth is the top level metric, with conversion and retention contributing.

Some Low-cost growth hacking ideas:

  • Growth Through Referral Campaigns.
  • New Product Release or Launch Campaign.
  • Ongoing Social Signup Prompts.
  • Incentivise Reviews And Feedback.
  • The Content Unlock – (for example) sign-up for pages 6,7 and 8.
  • Free Discount codes.
  • Offer Free Samples or subscriptions (Optionally via partners or existing members).
  • Create Webinars.
  • Cart Abandonment Engagement.
  • Voting Contests.
  • Instant Coupon Codes for sign-ups.

The New Business Loop

The “Customer Onboarding Process” is a low-cost way to drive viral growth. Offer new customers an incentive to spread the word across their network and do the customer recruitment for you! Share on Facebook, offer an upgrade, email a link.

By having new customers share your service with their connections, this, in turn, creates a new business loop of awareness, use, and sharing that can result in exponential growth for the company.

Growth Hacking For Conversion

Marketing automation is now a well established, low cost, function. CRM software is now able to automate the capturing of web forms, placing the information into a Sales funnel, and driving conversion. Regular emails, offers and newsletters can be automated to people that have shown and interest but not yet signed up.

Growth Hacking for Retention

Depending on the business model, retention can mean having regular users (because you are selling advertising) or making sure people renew their subscription.

It is an old adage that says it costs more money to recruit a new customer than retaining one. Keep your service fresh, relevant and interesting. Talk to your customers, engage with them. Ask them to contribute to your social media, give them freebies. It’s not just about attracting new customers, keep the ones you have happy!

Growth Hacking Strategy

The first step in growth hacking (and remember, this is meant to be a fast process) is defining goals. Growing the business may be the top level objective. But underneath this, you need to establish sub-goals.

Increase Customers by x =
— Grow visitors by y
— Improve conversion by z

Then, break down the goals into strategies. How are we going to increase visitors? This forms the growth hack experiments.

Low-Cost Growth Hacking Experiments.

Before you run your test (or experiment) establish a baseline about what you think might happen. For example, testing a PPC campaign, establish what you think the click through rate will be

This stage is about forming expectations. If the experiment performs better than expected, then don’t just accept it. Try to work out why and scale the test and run it again.

If worse than expected, then experiments are fluid. They are not things you do one time and then move on. Tweak experiments, re-run and measure again. Only give up on experiments when it’s appropriate to do so.

If an objective is to increase conversion, experiments might include:

  • Highlight the membership benefits on the home page.
  • Include case studies on the member’s page.
  • Offer a free trial on the sign-up page.
  • Improve the navigation on the menu by highlighting the sign-up page.
low-cost growth hacking for business
growth hacking analysis

Measuring Growth Hacking

Essential to anything digital marketing is measurement. Here, Analytics or the tag manager are your friends.

  • Track metrics (views, bounce rate, engagement).
  • Track metrics by cohorts.
  • Device measurement/engagement.
  • Referring source.
  • And on and on.

A/B tests are an essential part of growth hacking. You may think you know what the results of your experiments will be, but an A/B test will tell you the truth.

In Summary

It is a very common situation these days with so many startups competing for customers. Move fast, test everything and don’t waste a penny. If it costs £200 to find out that a marketing channel doesn’t work, it has probably saved you thousand in traditional agency spend.

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