The Finance Marketing Podcast
Tired of marketing that feels sleazy or overwhelming?
Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
The Finance Marketing Podcast
Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of The Finance Marketing Podcast, Hillary sits down with Deidre Helmig, a quiz strategist and expert in creating quizzes as powerful marketing tools for financial professionals. Deidre shares her passion for quizzes, developed from her love of taking them in magazines as a child to using them now as an essential marketing tool for businesses.
They dive into the key strategies behind creating quizzes that are not only fun but drive real business results. Deidre explains the different types of quizzes—such as personality, assessment, and objection-based quizzes—and highlights how each can be used at different stages of the customer journey. You’ll also learn how quizzes can go beyond lead generation and be used as a tool for segmentation, product recommendations, and personalized customer experiences.
If you’ve been considering using quizzes as part of your marketing strategy but aren’t sure where to start, this episode is packed with actionable insights to help you create engaging quizzes that build trust and attract the right clients.
Connect with Deidre:
- Instagram: @deidra.helmig
- LinkedIn: Deidre Helmig
- Website: DeidreHelmig.com
- Take the Quiz Strategy Quiz: Quiz
- Learn more about the Quiz Genius Course: Quiz Genius
- Work with Deidre: 1:1 Quiz Services
To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint
We always appreciate reviews on Apple Podcasts!