How Insight Wealth Strategies Uses Jotform to Capture Leads

Financial planning is a tricky business. Becoming an expert in financial matters is hard enough by itself, but the most successful advisors have to master a completely separate skill: building a business.

That’s exactly what David Chazin did, who is the managing director of his own financial planning company, Insight Wealth Strategies, which has offices in Northern California and Houston. The Insight team comprises of 25 people which includes 10 planners and 15 employees. Insight operates as a registered representative of the Fortune 500 company, Lincoln Financial Advisors — an organization from which Mr. Chazin has won multiple “Planner of the Year” awards.

Where some advisors are more passive with their client acquisition, David built a robust sales and marketing team. The team lines up eager prospects by way of direct mail marketing, cold calling, events, and, yes, even JotForm. With all of the attention the practice was putting into marketing, it needed an online form for collecting leads on its website that was dependable, powerful, and easy to set up.

We decided to learn more about Insight Wealth Strategies, and how they’re using Jotform to grow the business.

Jotform: What do you do, and how did you get started?

Insight: Since 2002, Insight Wealth Strategies has primarily focused on offering comprehensive financial planning strategies to all of our clients. Our team currently consists of 10 financial planners who specialize in retirement planning, asset management, estate planning, college funding and tax reduction strategies.

Jotform: How do you use Jotform?

Insight: We use Jotform to capture leads of interested prospects from various digital advertising campaigns. We’ve embedded the form directly on our website, so prospects don’t have to dig around for ways to contact us.

Jotform: What do you like most about using Jotform?

Insight: Jotform is easy to setup and is extremely user friendly. The custom thank you page and email notification features allow us to track leads through Google Analytics.

Jotform: What’s next for Insight Wealth Strategies?

Insight: We are looking forward to being the primary financial planning firm for various fortune 500 companies and credit unions. In addition, with the consistent growth Insight has experienced year after year, we look to adding additional financial planners to our expanding team in the near future.

Do you want to share your story about how you use Jotform? Let us know below!

Chad is a former VP of Marketing and Communications at Jotform. He’s also a frequent contributor to various tech and business publications, and an absolute wizard with a Vitamix. He holds a master’s degree in communication and resides with his wife and cats in Oakland, California.

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