Created by CFP®, CLU professionals

One of the questions we often get is how do I grow my business?

The most effective ways to grow your business is through a lead magnet funnel.

A lead magnet is an asset (ex. Checklist, videos, or eBook) that positions you as the trusted financial advisor.

A funnel is a series of emails designed to convert prospects to clients. (Think of it as stepping stones for a prospect to get to know you.) 

Are you ready to commit right away when you meet someone for the first time? Unfortunately, the answer often is “no,” and that’s the same for your prospects. Some prospects are not ready to book a meeting immediately; they want to get to know you before deciding to meet with you. 

So how do you do this online? You give a lead magnet in exchange for the prospect’s email address. When a prospect provides you with their email, this means two things: 

  • First, they are a qualified lead. 
  • They are expecting a series of emails from you. 

What should a lead magnet do?

  • Identify the problem of your prospects
  • Position you as the trusted advisor
  • Provide the prospect with valuable information

What happens after your prospect downloads your lead magnet? 

  • Your prospect receives a series of emails that are designed to build trust and credibility.
  • The emails aim to start a conversation between you and the prospect. 
  • Every email has a clear call to action. 
lead generation magnet process

We know advisors need help with creating a lead magnet but don’t have the time to put it together. 

At Financial Tech Tools, we:

  • Create the lead magnet
  • Design the email
  • Implement the lead magnet funnel
  • Deal with compliance 

The result is a marketing machine that brings in leads while you spend time with your clients.

Example of a
Lead Magnet

lead magnet

Are you still not convinced?

We don’t want to tell you how awesome we are; we’ll let our advisors tell you:

Roberta Herod
Roberta Herod
I have worked with Angelina for several years. She is easy to work with, knowledgeable and generous in spirit. She works hard to understand your specific needs and restrictions around a financial website. The posts created by her company are smart, timely and can be tailored to you website. I highly recommend Angelina and her team for a financial website.
Yong Choi
Yong Choi
Angelina, Alana and Alex were quick, courteous and very helpful. They helped me build my own website. I am incredibly pleased with the quality of AAA++++++ customer service provided to me. They handled my numerous queries and revisions in a professional manner.
Paul Haslam
Paul Haslam
Top notch organization with terrific service and knowledge base.
Bettina MacConnell
Bettina MacConnell
I feel so fortunate to have such a fantastic website! Plus Angelina has been instrumental in helping me to fine-tune my website so that it operates efficiently and is user-friendly!
Chris Hamilton
Chris Hamilton
I started working with Angelina in 2010 before I sold my book of business to a larger firm. I recently bought the book of business back and immediately called Financial Tech Tools to help me get my website, social media and email set up. They have done a fantastic job. They literally are the 'Insurance and Tech Nerds'. I highly recommend using there services if you are an insurance advisor as they know the business extremely well and they know what clients want/need to see. The website they set up for me is absolutely amazing. 5 stars all the way!
John Ward
John Ward
First and foremost, I am thrilled with the results of the website! Secondly, Angelina was always pleasant, professional and prompt in our communications and her deliverables. Often, she went the extra mile in her thoughtfulness of what I was implicitly trying to accomplish with the site and for quick turnarounds on the tweaks and changes before launch. I highly recommend her services. I could not be happier than I am with the results of this collaboration and with the bang for the buck I received.
Tami Romanchuk
Tami Romanchuk
Angelina and her team have been AMAZING! Her energy is magnetic and makes her an absolute pleasure to work with. Angelinas expertise has helped in surpassing my marketing goals. I highly recommend Financial Tech Tools to anyone looking for some help with their marketing!
Yogesh Sheta
Yogesh Sheta
Angela is Awesome, very professionals, creates eye catching infomercials. committed to her profession. communicates very well. I am glad i have an opportunity to work with her.
Blessie Manders
Blessie Manders
Angelina is simply the best on what she does. She is very knowledgeable and professional. She made the process of building my website easier than I thought, she is patient and took the time, listen and address all my needs for my website. I would definitely recommend her.