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How To Sell More With Less…The Most Efficient Internet Marketing Lead Machine For The Modern Advisor

In my previous blog post, I discussed “How To Easily Offer Your Clients On-Demand Insurance Quotes Through Your Website With Nic West”

This week we’re going to dive into “How To Sell More…With Less Leads.”

Over the years as a marketer, I’ve wasted a ton of time and money when it comes to generating leads and appointments online. In the financial services industry and others, I’ve personally tested hundreds of different ads, landing pages, sales funnels & videos and sales scripting.

I’ve discovered a more efficient way to generate leads and appointments and avoid hiring costly call center reps, appointment setters or waste time vetting-out prospects that are not motivated or even qualified to speak with you.

This week we’re not going to be releasing our weekly scheduled podcast, instead I want to share with you a recent podcast episode where I’m being interviewed by my friend and insurance marketing expert Jeff Root.

Here’s what I got grilled about:

  • How you can use a sales funnel to schedule appointments automatically and only speak with hot prospects. Why I’m a firm believer in producing the highest quality of leads and not volume of leads and let the funnel do the “heavy-lifting” for you.
  • Proven ways to drive traffic into your sales funnel, from the most expensive way to the most simplified way and some “under-the-radar” techniques. Lots of different strategies discussed.
  • How one of my puny websites (which only has 15 blog posts) generates 5 annuity scheduled appointments (not leads, actual appointments on the calendar) – every week, like clock-work from the search engines. We talk how to use content marketing to create your own lead generating website, and how you can do this on a local and national level.

Also, if you want to learn how to grow a more profitable life insurance business by selling online and over the phone from anywhere with an internet connection check out Jeff Root’s website

Be sure to subscribe to Jeff Root’s podcast: The Modern Life Insurance Selling Podcast to learn how to harness the power of the internet to increase your income and enjoy the lifestyle of being location independent. Click here to check it out.

I think you’ll really dig this interview, check it out by clicking the link below:

Episode Notes

  • 1:35 – Jovan tells us how he got started in the industry
  • 5:06 – Selling annuities over the phone and how that works
  • 7:03 – Jovan explains a “funnel”
  • 10:03 – How funnels work in simple language & how you get the client to set an appointment
  • 13:10 – Jovan explains driving traffic to your funnel
  • 15:01 – Ways to drive traffic to your funnel from most to least expensive
  • 20:00- Jovan explains content marketing and why it’s important
  • 24:23 – Why list building should be a priority in your business
  • 28:22 – How to connect with Jovan

Links And Resources Mentioned In This Episode:

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Thanks for joining us, until next time!


Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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