Stop Chasing Leads—Make Them Come to You
Let’s talk about a dream scenario: You wake up, pour your coffee, check your email, and boom—there’s a new lead in your inbox. No networking events, no cold calls, no awkward LinkedIn messages. Just warm, curious potential clients asking, “Hey, can we talk?”
Sound like magic? It’s not. It’s called inbound marketing—and it works.
What is Inbound Marketing?
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. Think blogs, ebooks, checklists, webinars, and email campaigns.
The idea? Be helpful, be visible, and build trust long before the prospect hits “schedule a call.”
According to HubSpot, companies that prioritize blogging are 13 times more likely to see a positive ROI on their marketing efforts. Source
Why Financial Advisors Should Care
Financial planning is built on trust. People want to work with someone who “gets them.” Inbound marketing helps you:
Showcase your expertise
Build rapport over time
Educate prospects at their own pace
Stay top-of-mind without being pushy
Plus, once it’s set up, your content keeps working while you sleep. That’s the magic of automation and evergreen content.
Building Your Lead Magnet Funnel
Here’s how you make the leads come to you:
Create a Lead Magnet Think ebook, checklist, worksheet, or quiz. Something valuable enough that people will gladly trade their email address for it.
Build a Landing Page Your landing page should include a strong headline, a short description, a preview image, and a form with minimal fields (name + email is enough).
Write a Nurture Sequence Once someone opts in, hit them with a series of emails that:
Deliver the freebie
Share more value (like blog posts or tips)
Offer a case study or success story
Invite them to book a free call
Drive Traffic Promote your lead magnet through your website, blog, social media, and email signature. Consider paid ads if you want to accelerate results.
What Makes It Work
Relevance: Tailor your content to your niche. Helping retirees? Create resources on Medicare and RMDs. Work with business owners? Try succession planning guides.
Consistency: Publish blogs regularly. Update your lead magnets. Keep your content fresh.
SEO: Use keywords your audience is searching for. (Hint: “How much should I save for retirement?” is a goldmine.)
Analytics: Monitor your opt-ins, open rates, and conversions. Double down on what works.
Real-Life Example:
Let’s say you specialize in helping women in their 40s and 50s prepare for retirement (and what comes next). You create a lead magnet using the eBook “Money & Menopause: Welcome to your 40s & 50s!” You set up a landing page and use the 6-part email nurture sequence provided in the package. You promote the book on your social media channels and in your newsletter. Soon five new leads have downloaded your guide, and one books a call.
No hard sell. No awkward outreach. Just value, delivered.
Bonus Pro Tip:
Record a short video to embed on your landing page. According to Wistia, including video on a landing page can increase conversion rates by up to 80%.
Want done-for-you content that attracts clients while you sleep? Advisor Script is it.
