Close Close

Life Health > Life Insurance

Are leads slipping through your fingers?

Your article was successfully shared with the contacts you provided.

Do you know how many visitors come to your website then leave without you ever knowing they were there? Chances are you probably don’t. But if you don’t know who’s been to your site, how can you know who you’ve lost? Great question. But the real question you need to answer is, What is my lead capture strategy? If you can’t answer that, it’s likely you’re neglecting the most vital piece of your online marketing efforts.

Ask yourself, “How do I currently market my practice? Do I market through seminars, radio, social media?” There are lots of different ways to market yourself. However, most advisors waste the majority of their marketing budget and are missing out on a huge number of leads and opportunities simply because they don’t have a lead capture strategy.

What happens when a prospect visits your website? Do they know where to go and what to do? Do you have a plan for engaging them? Or like most advisors, are you still just throwing up as much as you can on your home page in hopes that they’ll see something that catches their eye and moves them to call to come meet with you?


If you operate with the belief that prospects visit websites and then the next step is to call you, you’re sadly mistaken. Most people visit websites to do research and homework. That being the case, it’s imperative that you grab their attention right away and that your website “speak” to what it is they are looking for, information. But just posting information to be seen and read by anyone who stumbles onto your site isn’t enough. This is another huge mistake advisors make: giving away all of their information and asking for nothing in return. What you need is a lead capture element.

You may be asking yourself, “What does lead capture look like?” Often times, it’s simply a Call To Action (CTA). If you don’t tell prospects what to do, they will do nothing.

A proven lead capture strategy is to prominently display a resource of some kind, be it a report or a video, but something of interest based on the information they are likely looking for. Accompanying this resource should be a button on your webpage (links don’t work as well) instructing your visitors how to access it. Something like “Click Here” or “Access Here.” Once they click, it should take them to a short form to complete in order to access the information. Again this may be a white paper, video, audio podcast, special spreadsheet – whatever will add true value to the prospect.

Think about all the topics your clients and prospects come to you for: tax planning, estate planning, investments, retirement planning, etc. Your site should offer information on these topics for free; however, they only get it after they complete the form. The key is to exchange value for value.

Remember the number-one goal of your site is to convert visitors into appointments. And don’t fool yourself, the sales process starts way before anyone walks into your office for the first time; it starts when they give you their information for your free resource. Not everyone is ready today to engage with you in the sales process, but by offering entry points into your process that carry a lower perceived commitment, you expand your reach to those who will be ready two, four, six months from now.

Three questions that will help you jumpstart your lead capture strategy are:

  1. What is the purpose of the information on my site?
  2. What do I want my prospects to do?
  3. What is my call to action?

If you can’t answer those questions, it is very likely you don’t have a lead-capture strategy and you need one, NOW.

In the coming weeks, we’re going to look at the different elements of lead capture. We’ll explore how to apply this concept and how it works with different marketing mediums such as social media, radio, print adverting and many other strategies advisors use.

For more information on lead capture check out our free videos at:

For more from Brandon Stuerke, see: