Episode 258: Turning Online Ads Into Annuity Sales

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatars, landing pages, surveys, nurture campaigns, and sales training. He also discusses why dinner seminars and radio shows are less effective than they used to be, how compliance affects advisor marketing, and why patience, follow-up, and continual improvement are essential to converting online leads.   Key Takeaways: → Online ads perform best when advisors target a specific client avatar. → Campaigns focused on tax issues, Roth conversions, or TSPs can attract more qualified prospects. → Lead quality improves when prospects are filtered by age, assets, and fit before they reach the advisor. → A strong landing page and survey process help train the ad algorithm to identify better prospects. → Advisors who treat every failed conversation as feedback can improve conversion rates over time. Allan Khazak is a Canadian entrepreneur, digital marketing expert, and founder and CEO of Vroom Media Group, a results-driven agency that helps life insurance brokers, financial advisors, and annuity agents generate qualified prospects and convert them into clients. Raised in Canada by an immigrant family, Allan developed a strong work ethic and entrepreneurial mindset early in life. He studied at the Schulich School of Business at York University in Toronto before beginning his career in public accounting. In 2019, Allan founded Vroom Media Group to help solve one of the insurance industry’s biggest challenges: consistent lead generation and conversion. Under his leadership, the agency has built a niche using data-driven strategies, online advertising, and proprietary systems to help advisors book qualified appointments and grow annuity production.   Connect With Allan: Website:⁠ https://www.vroommediagroup.com/⁠ Instagram:⁠ https://www.instagram.com/vroommediagroup/⁠ X:⁠ https://x.com/GroupVroom⁠ Facebook:⁠ https://www.facebook.com/VRMMediaGroupLeadGen⁠ Free Book For Financial Advisors Who Are Not Getting The Amount of Referrals They Deserve: https://www.ultimatedooropener.com/udo-book0utm_source=youtube In this must-read book, you’ll discover… Why asking for referrals in client meetings often backfires (and what to do instead) How to stop referral-killing habits like incentives, generic “referral request” emails, and thank-you gifts with strings attached A better approach to relationships that turns “happy clients” into a community that grows your practice How to stand out with CPAs and attorneys so referrals become cooperation, not frustration. Grab it here: https://www.ultimatedooropener.com/udo-book0utm_source=youtube