Leveraging Quizzes to Build a Pipeline of Qualified Leads with Deidra Helmig


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Dec 13 2024 38 mins   1

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.

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