How do financial advisors generate leadsdela

...primarily a blog, I'm also looking to incorporate essential e-commerce features. These include a product catalog, shopping cart, and payment gateway integration. Ideal skills and experience for this project include: → Design changes: I'm open to a new layout, color scheme, and font selection ideas that can make our site more appealing and user-friendly. → Generate leads: The design and content should be engaging enough to capture leads, guiding visitors towards purchasing or getting in touch. → Offer a paid member-only page: I want to introduce a new feature to sell digital products online. This will require membership tiers/levels. → Minimum use of plugin → Support to light speed server → preferable theme- Astra → Paid ...

...Designers, We're excited to launch a project to create a captivating logo for our financial services brand, PocketWide. As specialists in personal loans, we're dedicated to providing accessible and reliable financial solutions to empower individuals in achieving their goals. About PocketWide: PocketWide is committed to offering convenient and trustworthy financial services. Our mission is to make financial assistance easily accessible, ensuring our clients can pursue their aspirations with confidence. Design Brief: We're seeking a logo that embodies our brand values of reliability, inclusivity, and professionalism. The design should communicate trustworthiness while representing the broad range of financial opportunities we offer. Ke...

I am seeking a skilled Facebook Ads expert who can spearhead an advertising campaign aimed at generating genuine leads for a website design and social media marketing agency. • The primary goal of this campaign is driving lead generation. • The target audience is demarcated by age range, geographic location, and interests. • The allocated budget is less than $500. Ideal candidates should have prior experience in similar campaigns and a proven track record in bringing high-value leads. Knowledge of effective targeting strategies is key, with a specific focus on the mentioned demographics. We also need a professional who can work efficiently within a limited budget while maximizing results. The ultimate objective is to utilize Facebook advertising as a tool to ...

I need a Python developer who can create an automated IME barcode system. The system should handle bulk entries and generate images. Barcode experience is essential for this project. Key Requirements: - Handling of Code 128 and IMEI barcode types - Generating barcode images in PNG format - Capability to handle bulk entries, preferably through CSV file uploads The ideal candidate should have: - Proficiency in Python - Experience with barcode generation and handling of bulk data - Familiarity with handling CSV files in Python This project is suited for someone who is detail-oriented and has a strong understanding of automation and barcode systems. Please apply if you have the required skills and experience.

For this project, I require an innovative freelancer with proven expertise in creating engaging, lead-generating Facebook ads. Key Responsibilities: - ...Crafting a Facebook ad campaign primarily focused on promotional content - special offers or discounts for my products/services. - Ads should effectively appeal to and engage audience members within the 26-45 age bracket, sparking their interest and inspiring action. - The main objective is to generate qualified leads, thus the ad must be designed and executed strategically to realize this goal. Ideal skills: - Extensive experience in designing Facebook ads - A proven record of creating ads that generate leads - Exceptional understanding of promotional marketing - Knowledge and experience in targeting ads ...

I'm looking for an experienced Community Manager to focus primarily on two of our main platforms: Facebook and Instagram. Key Tasks Include: - Developing fresh and engaging content - Managing ad campaigns effectively The ultimate goal of this project is to generate leads and increase our customer base, so experience in conversion optimization strategies is a plus! Ideal Candidate Skills & Experience: - Proven track record in community management - Excellent content creation abilities - Experience in managing social ad campaigns - Proficiency in lead generation tactics Your success in this role will directly impact our company's growth, apply now to be a part of our exciting journey!

I'm looking for an Excel expert who can create an automated template for a financial renewal analysis dashboard. The dashboard should include basic descriptive statistics functions such as mean, median, mode, standard deviation, correlation, and regression. Key Requirements: - The dashboard needs to focus on the renewal status of our products/services. - It should be able to track the renewal status by product/service type. - The dashboard should be able to automatically update renewal statuses. Ideal Skills and Experience: - Proficiency in Excel and its advanced functions. - Experience in creating automated dashboards. - Understanding of financial data analysis, particularly in the context of renewals. - Strong communication skills to understand our specific needs and...

I'm in need of an intermediate level automated meeting minutes solution on Excel 2016. This project requires expertise in Excel and VBA and knowledge of data categorization. Key requirements include: - **Template Generation**: The tool should be able to generate a meeting minutes template automatically. - **Categorization**: Information in the meeting minutes should be categorized by attendee. Date Task owners Points discussed New Ideas generation' related System Process People Technology others Ideal skill set for this project includes: - Proficiency in Excel, particularly Excel 2016 - Experience in VBA/Macros for Excel - Previous work with data categorization and template generation Looking for someone who can deliver a robust, user-friendly solution that streamli...

- I require someone proficient in Python and knowledgeable about Software Defined Radios (SDR), specifically the BladeRF unit. - The task will require to estimate the direction of arrival of a reflected wave generated from the BladeRF, which on reception will be required to run on a platform and generate a plot on a compass depicting the angle

Scope of this project: Authentication - Ensure proper authentication for our domain by setting up SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance) records. Lead Email List - Collect active leads/emails from LinkedIn/other sources Opt-in Subscribers: Should make people/contacts opt-in for subscription Test Emails: Before sending large email campaigns, send test emails to ensure they are landing in the inbox or spam folder. Engagement Metrics: Should set dashboard or portal for us to monitor engagement metrics such as open rates, click-through rates, and spam complaints.

I have recently compl...reporting plugin should enable real-time reporting, batch reporting and data visualization reporting, generated from the database. An understanding of how to utilize this plugin is essential for this job. - Account Setup: I am also wanting assistance with setting up basic accounting for savings, loan and FD/RD. Familiarity with accounting principles and experience using cloud-based financial management systems like Mifos Fineract is highly desirable. Ideal candidates will have experience with Pentaho, Mifos Fineract and AWS EC2, and be able to demonstrate effective communication and time management skills. Your ability to provide clear instructions on how to operate these systems once setup will be highly regarded.

As the owner of a flourishing business, I'm in need of an accomplished marketi...audience. - Undertaking insightful market research to understand current trends and preferences of middle-aged adults and older people, and adjusting marketing strategies based on this data. The main goals of our marketing efforts are: 1. Amplifying our brand's presence and making sure it is top-of-mind for our demographic. 2. Driving significant traffic to our website. 3. Generating qualified leads that would ultimately increase our business revenue. Ideal candidates should have previous experience in social media management, advertising campaigns, and market research. They need to demonstrate a strong understanding of marketing strategies for middle-aged to older adults. SEO and SEM knowl...

I'm seeking an expert who can assist me with the configuration of Zapier, to automate email to new leads acquired from Facebook. Here's what I need: - Configure Zapier to connect Facebook with Outlook. - The automated email should contain a collaboration proposal. - The focus of collaboration is specifically on business development. Ideal candidate should be proficient with Zapier, familiar with setting up workflows between Facebook and Outlook, and understanding of email marketing. Prior experience in setting similar configurations will be highly appreciated.

I'm in need of a top-notch landing page for my website, 3sigmacrm.com. The primary purpose of this page is to capture leads and I'm looking to get it completed as soon as possible. Key Elements: - **Lead Capture Form**: The landing page should contain a form that captures the visitor's information. It should include fields for full name and phone number. These fields are essential for qualifying leads and initiating follow-ups. - **Design and Layout**: Aesthetically pleasing design that is in line with the branding of 3sigmacrm.com. The landing page should be visually engaging and easy to navigate, with a clear call-to-action. - **Responsive**: The landing page should be responsive and optimized for various devices, including desktop, tablet, and mobile. Id...

I need someone experienced in social and ppc marketing with a proven history of generating leads and working to a budget. I work in the financial niche where leads are fairly easy to generate but ppc will take management. Thanks

I'm looking for a Social Media Manager who can help me craft and execute a successful strategy for both my Facebook and LinkedIn business profiles. The primary goals are to generate leads on Facebook and to recruit new talent through LinkedIn. Key responsibilities include: - Regularly updating and managing content on both platforms - Creating engaging, industry-relevant posts - Increasing the visibility of our company to attract potential clients - Utilizing LinkedIn to connect with potential employees and publish job listings - Running advertising campaigns to enhance lead generation on Facebook I'm seeking an experienced individual who: - Has a proven track record in Social Media Management - Demonstrates creativity and a keen understanding of lead generation st...

...in web design, but I'm also looking for someone who understands my target audience: final customers. You need to have a knack for creating visually appealing and easy-to-navigate platforms while being able to understand and execute the necessary exciting and relevant content geared towards attracting new customers. Do you have proven experience in design and adequate understanding of final customer behaviour? Then you're the perfect fit. I'm excited to see what we can generate together....

Hi Muhammad A., per discussion please go ahead and source 10 VALID leads for wheel importers/distributor in Mexico @$2,75 per lead = $27,50 in total. A VALID lead = an importer / distributor (not retailer) of alloy and aftermarket (not original) car wheels/rim (not tyres) Milestone will be the delivery of 10 VALID leads

I require a proficient architect with in-depth knowledge of architectural representation. This unique project involves designing 2D architectural drawings and 3D images for a RomanThermae building. Skills and Experience Needed: - Proven expertise in creating high-quality 2D architectural drawings - Ability to generate realistic 3D visualizations of structures Please include relevant portfolio examples in your proposal. The successful applicant will be required to work closely with me to ensure the designs accurately represent the concept of the design.

I'm looking for a ...relational database via SQL queries. - The ability to process and analyze reviews from different platforms such as blogs, social media, and online stores. - Generate a coherent 300-word summary from a multitude of reviews. Required Skills and Experience: - Expert level understanding of Python programming. - Knowledge and experience in SQL querying is a necessity. - Experience with Natural Language Processing for summarization. - Familiarity in dealing with relational databases. - Prior experience with text summarization or related projects is a definite advantage. The task is not only to code but also to gain understanding of reviews and to generate a meaningful summary. So, anyone who bidded should be proficient in data analyzing and processing ...

...services for our financial documents. The selected freelancer will be responsible for reviewing, verifying, and attesting to the accuracy and authenticity of our financial statements by affixing their signature and stamp. Scope of Work: Review of Financial Documents: The freelancer will review our financial documents, including but not limited to income statements, balance sheets, cash flow statements, and any other relevant financial records. Verification of Accuracy: The auditor will verify the accuracy and completeness of the financial information presented in the documents, ensuring compliance with applicable accounting standards and regulations. Attestation and Certification: Upon satisfactory review, the freelancer will attest to the acc...

I'm looking for a skilled social media manager to handle our Facebook, Instagram, and Linkedin accounts. The primary goal of this role is to increase brand awareness through consistent and engaging posts. Key Responsibilities: - Manage and monitor our company's social media accounts on Facebook, Instagram, and Linkedin. - Cr...content that drives brand awareness. - Develop and implement a social media strategy to meet the brand awareness goals. - Engage with followers and respond to comments or messages. Skills and Experience: - Proven experience as a social media manager. - Excellent knowledge of Facebook, Instagram, and Linkedin. - Strong understanding of social media analytics. - Creative thinking and ability to generate original content. - Good communication and cust...

I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

Alguém tem ou ainda usa o component ardisialabs para FLEX?

...Key Requirements: - Experience in US corporate tax laws: Familiarity with the latest federal tax regulations and rules is essential to ensure a smooth tax filing process. - Proven track record of corporate tax consultations: I need someone with a history of offering sound advice and guidance on tax matters. The consultant's primary role will be to: - Review and provide guidance on our current financial status ensuring tax compliance. - Assist in the preparation for our upcoming federal tax filing. - Offer advice on strategies to minimize our tax liability while maximizing tax savings. Ideal Skills: - Proven experience in Corporate Tax Consultation - Strong understanding of US Federal tax laws - Excellent communication and interpersonal skills to effectively explain comple...

DO NOT BID OFFERING FB ADS, DATA SCRAPE, LINKEDIN DATA, OR SOME OTHER MARKETING. I POSTED THIS PROJECT LOOKING FOR PEOPLE THAT HAVE THIS TYPE OF LISTS, AND ALSO FOR BROKERS THAT HAVE ACCESS TO THESE TYPES OF LISTS. I'm in need of lists of Real Estate Investors and Real Estate Owners from UAE (Dubai specifically), (or) the entire Gulf region, (or) UK, for a targeted marketing campaign. Key Requirements: - Detailed Lists: This should include the names, contact details, and investment preferences of the individuals. - Specific Criteria: The potential leads should be based on specific location and property types. I'm looking for an expert who can provide high-quality and comprehensive lists of Real Estate Investors and Real Estate Owners in each of the...

...developer to help create a comprehensive financial portfolio manager website. The site needs to provide detailed portfolio displays, tracking of financial performance, and the ability to manage financial transactions. Basically the job is to either maintain existing front end code and/or make a website from scratch. Make one page of a website at $2/page (negotiable max $5/page) each, there may be in total 10-30 pages. Here's an example $3/hr for maintenance work (long term work). Interview questions : Please tell us more about your working and some success experience ? Please tell me some of your experience in reading someone else's code and then start working on it, How do you feel about that? What did you achieved? Do you agree...

...and I'm looking for a professional financial pitch deck to help me secure investment and partnerships. Here's what I need: - **Target Audience**: The pitch deck will be presented to investors, potential partners, and retailers. It should cover the key aspects that each of these groups would be interested in. - **Required Information**: The pitch deck should include three key sections: - **Market Analysis**: A thorough, data-driven analysis of the kombucha market. This should include growth trends, competitive landscape, and target audience demographics. - **Product Description**: A concise and engaging overview of the kombucha brand. It should highlight its unique selling points and how it stands out in the market. - **Revenue Projections**: Financia...

Need an extremely competent financial modeler in Excel who is capable of working with a lot of date math in formulas. You need to work on a working model template. NOTE: Do not apply if you are not genuinely capable of working with complex models. I am looking for help because I'm busy, not because I'm not capable! I make huge financial model templates on topics people don't model. I made a model on "ESOP" (Ownership structures for startups). ISSUE A client input dates in a way I didn't test and I realized I built in circular references I wasn't aware of. TASK Remove circular references (Need to change logic a bit to do it, which is not simple) Ideally break test to see how I messed up date math when dates are simila...

I'm in need of a clean, simple fitness website that focuses on lead capture. Here's a breakdown of my requirements: - **Content:** You won't need to worry about content creation as we've got that covered. Your focus will be on ensuring the website provides an optimal user experience to convert visits into leads. - **Functionality:** The website should be able to capture leads effectively. I'm not looking for user registrations or exercise tracking, but a straightforward lead capture mechanism that ideally integrates with monday.com. - **Lead Capture:** The primary method for lead capture on this website will be a contact form. The form should be prominently placed and should be designed to encourage users to input their details. Ideal skills for...

I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite advantage.

I am looking for a capable developer to create an app aimed at auto-dialling and tracking sales leads. This app should be available on both iOS and Android platforms. Key functionalities required include: - Auto dialling sales leads - Capturing full name and contact details of leads - Logging the level of interest in the product/service For this task, you should have experience in app development, preferably in CRM and telecommunication apps, with a sharp eye for user-friendly UI/UX. Knowledge in GDPR compliance is beneficial due to the need to capture personal information. Your understanding of sales process will be a definite advantage.

...lead generation specialist to help me collect a specific set of information from potential leads in various industries. Key Requirements: - I'm targeting leads within the technology, healthcare, and real estate industries, so familiarity and experience in these sectors is a plus. - You'll be responsible for collecting the names, email addresses, and phone numbers of these leads. - The collected leads will be used for a variety of purposes: email marketing, cold calling, and sales follow-up. Ideal Skills & Expertise: - A proven track record in lead generation, especially within the aforementioned industries, is highly desirable. - Strong communication skills as you'll be dealing with potential leads directly. - Familiarity with em...

...able to implement drop downs and inter sheet connections to manage my business ledger and stock updates on a weekly basis. Here are the project specifications: * There are currently less than 5 Excel sheets that need to be interconnected. * The primary intent of this interconnection is the cross-referencing of information. * The exchange of data to be implemented includes Inventory data, Financial data, and Sales data. The ideal candidate should possess advanced Excel skills, including knowledge and experience in cross-referencing various types of data across multiple sheets. Familiarity with business inventory, financials, and sales data is highly desirable. Please ensure your bid reflects your ability to fulfill these requirements. Thank you in advance for time and effor...

... Convert potential leads into valuable customers through effective communication and negotiation strategies. Requirements: Proven experience (2+ years) in the meat industry, specifically working with red meat in the UAE. Strong capabilities in market research and competitor analysis. Excellent communication and negotiation skills. Ability to deliver factual and precise data without discrepancies. Offer: Competitive freelance payment with an opportunity for a full-time position based on performance. A lucrative 25% commission under our affiliate program for successful lead conversions post initial project. Application: If you are ambitious, detail-oriented, and have a deep understanding of the UAE meat market, we encourage you to apply. ******* NOTE: If you do no...

I'm seeking a Sales Officer with a talent for converting leads into successful deals. Your primary role will involve exclusively selling our educational courses. Here, your responsibility will be: - Concentrating on closing sales deals As the intended audience for these educational courses are students, experience in the education sector or direct sales to students would be beneficial. Strong interpersonal skills and an ability to build relationships will serve as valuable assets in this position.

i want an app for my startup it will be like Room/Co living or PG listing app in which owner can upload pics and check leads and some extra features that i will discuss with the developer

I am looking for a developer to create an Android app for my startup. The app will be a Room/Co living or PG listing app, where owners can upload pictures and check leads. I have some ideas for additional features, which I am open to discussing with the developer. Ideal Skills and Experience: - Experience in Android app development - Knowledge of backend development and database management - Familiarity with building user-friendly interfaces - Ability to integrate features such as uploading pictures and lead management - Understanding of app store guidelines and experience with app store submission and maintenance.

I am in need of a freelancer experienced with lead generation within the business sector. The chosen freelancer should have prior experience in identifying business leads through various channels. Strong research and analytical abilities are required for this task. Key Responsibilities: - Using data-driven research strategies to identify potential business leads - Acquiring accurate and up-to-date contact information, with a preference for email Ideal Skill Set: - Experience in B2B Lead Generation - Proficiency in data mining and online research - Strong knowledge of lead generation tools and strategies - Expertise in email marketing and communication strategies Please submit any past experiences in this particular area and be ready to provide results-driven strategies.

I'm in need of an Entry level telemarketer to support my B2B lead generation efforts. Your main focus will be to generate leads and set appointments for my sales team. Key responsibilities: - Conducting outbound calls to businesses in our target market. - Clearly and effectively communicating our value proposition. - Identifying and generating quality leads. - Scheduling appointments for our sales team. Ideal skills and experience: - Previous experience in telesales or telemarketing is a plus, but not required. - Excellent communication and active listening skills. - Adept at lead generation and appointment setting. - Comfortable with cold calling and following our script. - Ability to work independently and meet quotas. This is a great opportunity for an indi...

...presence. Here's what you need to know: - Tasks: Generate leads and close contracts. - Compensation: Commission-based earnings. - Product: Digital marketing services (Graphic Design for Social Media mostly) and conversational Spanish classes. - Payment Terms: Commission paid monthly, based on client payments received. - Availability Requested: Flexible. What We're Looking For: - Any level of experience is welcome: Beginners, intermediates or advanced pros. - Ability to communicate effectively in English. Proficiency in Spanish (at least A2 level) is a plus but not required. - Strong communication skills and the drive to succeed in a remote, commission-based role. - Strong sales skills with a passion for connecting with clients. How to App...

I'm seeking a logo designer to create a modern and stylish logo for my company, TeshTrades, an Options trading business. I am very open to color suggestions, but I want the overall design to be sleek and modern. I would like a logo like a T and the font: TeshTrades to the right of the logo you come up with. The logo should embody the essence of our business, which is trading in the financial market. DO NOT COPY LOGOS FROM GOOGLE I AM LOOKING FOR SOMETHING UNIQUE I WILL CHECK ON GOOGLE FOR STEALING OF LOGOS

We are looking for a team of 3-6 talented individuals to handle outbound calls for a digital campaign in German and Polish. This project requires individuals with excellent communication skills and fluency in both languages. As part of the team, you will be responsible for making calls to potential customers, promoting our products/services, and generating leads. The ideal candidates should have prior experience in telemarketing or sales, with a proven track record of exceeding targets. Attention to detail, persistence, and a positive attitude are key traits we are looking for. If you are a motivated self-starter who can work independently and meet deadlines, we want to hear from you! Skills required: - Fluent in German and Polish - Strong communication and persuasion skills - Abil...

I'm seeking a proficient web developer to create a charity website that targets donations for old age people. The primary goal of the website is to serve as a platform for accepting financial contributions to support the elderly. Key Project Requirements: - Payment Gateway Integration: The website must support multiple payment methods, including Credit/Debit Cards, PayPal, Bank Transfer and Upi. It should ensure a secure and hassle-free donation process. - User Information Collection: During the donation process, the website should collect the donor's Full Name, Email Address, and Mailing Address. This data is crucial for maintaining donor records and sending acknowledgments. The ideal candidate should have: - Proficiency in web development, with a proven track record i...

I am in need of a competent and creative Figma/HTML designer to create a detail page for a crypto token. The page should distinctly display various key features of the token. These include: - Token price - Market cap - Total supply Expertise in Figma, HTML, and a comprehensive understanding of financial or cryptocurrency terms is required for this project. A strong portfolio of previously worked on detail pages will be an added advantage. Applicants should possess the ability to integrate all these details into a cohesive and engaging design that caters to crypto audiences.

...information they need and be encouraged to take the desired actions, such as contacting us for more information or requesting a quote. Integration of Contact Channels: Contact information, including email, phone, and possibly live chat support, should be readily accessible throughout the website. Integration with CRM systems or lead capture forms may also be required to effectively manage inquiries and leads. Compliance and Security: The website should adhere to best practices for web development, including compliance with relevant regulations such as GDPR. Security measures should be implemented to safeguard user data and maintain the integrity of the site. Deliverables: Fully functional and visually appealing website tailored to the needs of our target audience. Clear and conc...

I'm looking for an expert in artificial intelligence, specifically with proficiency in natural language processing. The project involves using AI for content creation for social media posts. Desired skills and experience include: - Expert...for an expert in artificial intelligence, specifically with proficiency in natural language processing. The project involves using AI for content creation for social media posts. Desired skills and experience include: - Expertise in AI and natural language processing - Previous experience in content creation algorithms - Knowledge of social media engagement strategies and trends The goal is to generate engaging, relevant, and tailored social media content that resonates with our audience. Bidders should showcase prior work and relevance t...

I'm seeking a skilled drafter to create a basic blueprint using AutoCAD from a provided JPG. Key requirements include: - Proficiency in AutoCAD for 2D drafting - Experience in creating blueprints from image files - Ability to generate a basic outline blueprint without detailed parts or annotations Accuracy and attention to detail are paramount for this project. Freelancers with previous experience will be preferred. I look forward to seeing your proposals.

I am seeking a proficient specialist in Excel 2010, with extensive experience in the creation of VBA Macros, designing data entry sheets, automating tasks, and generating reports. Key responsibilities include: - Design and develop efficient VBA Macros - Design accessible and streamlined data entry sheets - Automate various Excel tasks for increased productivity - Generate comprehensive and insightful reports Ideally, you have advanced knowledge of Excel and VBA Macro programming, demonstrating a proven track record in dealing with complex Excel projects. A strong understanding of spreadsheet automation and report generation is fundamental to execute this project successfully.

... review and analyze financial statements, and make loan approval or rejection decisions. Key Responsibilities: - Assess the creditworthiness of loan applicants based on their financial background, credit history, and loan application information - Review and analyze financial statements to identify key financial indicators that may impact the loan decision - Make informed loan approval or rejection decisions based on the applicant's creditworthiness Applicant Requirements: - Experience: Mid-level. I am looking for someone who has a proven track record in credit analysis, with a minimum of 2-3 years of relevant experience in the financial industry. - Software Proficiency: The ideal candidate should be proficient in Excel/Google Sheets to effecti...