How to Use Your Financial Planner Lead Generator to Get More Clients
Position yourself as the trusted guide for long-term success.
Your Financial Planner BrandPack includes a built-in Lead Generator designed to help you start relationships before clients commit. By offering high-value resources, you demonstrate expertise while collecting contact details for future follow-up.
What Is a Lead Generator?
For financial planners, strong lead magnets include:
- A Retirement Readiness Checklist
- A 5-Step Guide to Building a Budget That Sticks
- An Investment Planning Starter Kit
Each one helps prospects see the value of planning with a professional and builds confidence in you.
How It Works
- Prospects see your resource (via social, email, or your website).
- They enter their email to get access.
- They instantly receive your free resource.
- They enter an automated nurture sequence that offers more financial tips.
- When they’re ready to invest or plan long-term, they already trust you.
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Where to Promote It
- Website Callout – “Download Your Free Retirement Checklist”
- Social Media – Post financial tips with a CTA to grab your guide.
- Workshops/Seminars – Offer your resource as a free bonus to attendees.
- Email Signature – Add a link with a short call to action.
Following Up
Your nurture emails do the heavy lifting:
- First email delivers the resource.
- Next few emails provide planning insights.
- Later emails invite them to schedule a consultation.
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Action Plan
- Customize your Financial Planner Lead Generator with your branding.
- Share your link online and offline (social, site, seminars).
- Verify your automation delivers the resource + nurture emails.
- Keep promoting consistently to grow your pipeline year-round.
Frequently Asked Questions
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