If your lead magnet isn’t converting, it’s not necessarily the freebie—it might be the way it’s presented. Because just like real estate, conversion is all about location, presentation, and curb appeal.

Inbound marketing is all about attracting leads to you by offering value up front. Instead of pushing your services on strangers, you create content that answers your ideal client’s questions and solves their problems.

The welcome email is arguably the most important message you’ll ever send to a new subscriber. According to Experian, welcome emails generate four times more opens and five times more clicks than regular email marketing campaigns.

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.