Lead Magnets That Don’t Suck: What Actually Works for Financial Advisors
Lead magnets are like snacks at Costco. Give away something valuable, and people come back for more. But not all freebies are created equal. Some attract leads like bees to honey. Others collect dust in the forgotten corners of your website.
So, what makes a lead magnet actually work?
It Solves a Real Problem
Generic fluff won’t cut it. People exchange their email address for something that feels immediately useful:
Money & Mourning: A Guide to Financial Independence After Loss
Inheriting Insanity: Surviving an Inheritance with Your Sanity Intact
It Looks Good
First impressions matter. Your lead magnet should be well-designed, on-brand, and formatted for both desktop and mobile.
It Has a Clear CTA
Don’t just hand over a freebie and disappear. Include a follow-up message or link to another resource, like a blog post or appointment scheduler.
Lead Magnet Types That Work:
eBooks: Guides that offer actionable advice
Checklists: Action-oriented and scannable.
Worksheets: Help clients figure something out (e.g., "How Much Can You Spend in Retirement?")
Templates: Budget trackers, goal planners, RMD calculators
Mini-courses: Short email sequences teaching one topic
Quizzes: Fun and interactive, perfect for social media promotion
Where to Promote Your Lead Magnet:
Homepage of your website
Blog posts related to the lead magnet topic
Social media bios and posts
Paid ads (if you’re into that sort of thing)
Don’t DIY a dusty PDF—grab a lead magnet that converts with Advisor Script.
