How Finance Professionals Use Quizzes For Lead Generation 

If you’re a financial advisor, chances are you know how important it is to have a marketing plan. 

As a service provider, you’re advocating for yourself and your business—and it’s important to stand out from the crowd! But between meeting with clients, balancing your workload, and managing the rest of your life, the thought of a sales and marketing plan can sometimes feel overwhelming.

But fear not! Interact has got you covered on lead generation. We know quizzes make a big difference in generating high-quality leads that convert to lasting clients.

In this article, we’ll look at how finance professionals can get the most out of building a quiz with Interact, so you can rest easy knowing that you’re generating leads while you sleep. 

Table of contents: 

• Why should a financial planner use a quiz? 
• How to create a fun and easy quiz with a template 
• Customizing your quiz so it’s on brand 
• Integrating into your email marketing platform 

Why should a financial planner use a quiz? 

If you’re in the finance industry, your days are likely filled with networking events, seminars, and all the client meetings you can fit into your already packed schedule. 

It doesn’t leave much room for strategic marketing, does it? 

But here’s the thing: in a time when the internet and online marketing play such a critical role in your business’s success, you need to get on board at some point.

Integrating a quiz into your marketing plan is one of the best ways to boost your business, generate leads, and connect to your audience. 

Here’s why: 

• On average, 40% of people who take your quiz will enter their email at the end (that’s a pretty high number of potential new leads!). 
• You can funnel those quiz-takers so they can learn more about how your financial services, courses, or products can meet their needs. 
• You’ll also learn a ton about your audience and be able to refine your business and offerings.
• Quizzes are fun and engaging! Who doesn’t love learning more about themselves in a fun and unique way? 

To us, it’s a no-brainer. Building quizzes will spotlight your services and leave your audience feeling seen and understood regarding their financial literacy and needs. 

Now, let’s look at how you can start creating your own unique quiz for your financial planning business! 

How to create a fun and easy finance quiz with a template

One of the primary features that sets us apart at Interact is that we have a ton of industry-specific templates to choose from. This is an incredible feature because it saves you all the time you would have used to develop a quiz from scratch.

Don’t get us wrong: you can totally create a quiz from scratch, but using a template means you’ll have extra bandwidth to connect to your clients and focus on what you do best. 

All the templates in our template library are conversion-focused and written by quiz experts.

And all you need to do is toggle over to our Quiz Templates Quiz (meta, we know!), select your industry (in this case, finance), and voila! You can choose from up to twenty different templates that best match your business and brand. 

Oh, and don’t worry about using every single word and image within the quiz template itself—once you’ve chosen a template, you can absolutely customize it to suit your messaging and personality. 

Here’s an example of one of our finance templates in action: 

Once you’ve chosen the template you’d like to customize for your finance business, simply copy it into your Interact account—and you’re on your way! Now, let’s look at how you can customize the template to make it your own. 

Customize your finance quiz 

Selecting your quiz is one thing; now it’s time to customize it to match your brand’s unique personality! 

Once you’ve loaded a quiz template into your account, the fun really begins. You can customize everything in the builder: from colors and fonts to images and beyond. You can sync it perfectly to your brand. 

In addition to representing your brand, when you customize one of our quiz templates, your quiz will help you to maximize lead generation.

Why? In short, when your quiz lives on your website (or wherever you choose to have it), it won’t look any different than anything related to your brand. This helps to build “know, like, trust” with your audience.  

Here’s an example of a finance quiz customized to match the WealthClinic brand. 

So, what’s next after choosing your template and customizing it to match your finance business? 

It’s time to integrate it with your email marketing platform so you can start building that list! 

Integrating into your mailer for more leads  

Interact makes connecting your quiz to your email marketing platform a breeze with direct integrations to over thirty different email marketing and marketing automation systems. You can learn more about our integrations by clicking HERE.

You can create an opt-in form (which will live at the end of your quiz) and customize it to make it your own. Aside from customizing the fields of your form, you can also include messaging that lets folks know why they should subscribe. That way, they won’t just skip over this step to get to their results. 

Adding an opt-in form is a super important step-this is how you’ll generate those leads! So be direct, honest, and straightforward about the value you can add to your quiz-takers’ lives by having them opt in for your email list. 

Here’s an example of what it looks like to edit your opt-in form inside the Interact builder: 

Let’s wrap it up 

So, there you have it! You now know the value of using a quiz to generate high-quality leads for your finance business. With our templates, the right customization, and integration to your email marketing platform, you’ll be well on your way to building that list and becoming an authority in your field! 

Remember: Once you’ve followed the steps above, embed your finance quiz onto your website for the world to see! You can learn more about embedding a quiz onto your website from this article: How To Embed Your Quiz On Any Website. 

Oh, and remember that we are here for you every step of the way. If you need any help or want us to do the work for you, check out our AI tool to get started!

You’ve got this!