What makes a lead magnet actually work?

A well-crafted ebook is like a handshake, a first impression, and a mini masterclass all rolled into one. It lets potential clients sample your knowledge before they commit to a call. Better still, it gives them something tangible to remember you by.

A solid email strategy takes a curious prospect and gently nudges them into your orbit. Automated email sequences can deliver value, build trust, and (eventually) get them booking that call.

If you’re a financial advisor, chances are you rely on referrals and networking to attract new clients. But did you know that your Google My Business (GMB) profile can be just as powerful for bringing in leads?

How do you make sure your emails don’t get lost in the inbox black hole? It all starts with two things: a great subject line and a compelling call to action (CTA).

While each content format has its strengths, eBooks continue to be a powerful tool for lead generation in 2025.

Generating high-quality leads online isn’t about casting a wide net and hoping for the best. It’s about being intentional, strategic, and consistent.

Over the last 10 years, there has been a noticeable shift in how advisors market themselves. From establishing a podcast to hosting online webinars, there are many ways to get your name out there. The most important thing is to not forget to establish a good digital foundation before you start throwing a lot of money at marketing.

As the sister of a CFP®, I’ve watched my sister grow a financial planning practice to beyond successful. I watched her from the beginning, attending every networking event she could to make connections, to present day where she’s able to raise her rates and pick and choose who she works with.

Here is a list – and you can hold me accountable – of ways to make better marketing videos. 

I have many friends in the business who have used in-person events to help grow their client base and solidify current customer relationships.  What are the pros and cons?

There is a reason our clients and prospects are sitting in front of you. They don’t want to do what you do.