LEAD MAGNETS
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.

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.
Website Pricing
Managed Website
$999 Setup
$249/Month
Professional website created by financial industry experts.
- Templated website with up to 2 hours of customization
- Content by CFP, CLU, CHS, EPC Industry professionals
- Infographics
- Videos
- Calculators
- Articles
- Marketing Plan
- Personalized Branding
- Compliance
- Responsive Website
- Site Archiving
- Dedicated Support
- Daily Backups
- Daily Scans
- Uptime Monitoring
- Theme Updates
- Plugin Updates
- Analytics
- Up to 30 minutes changes per month
Managed Website & Email Marketing
$999 Setup
$249/Month
Professional website and monthly email newsletters sent to your prospects and clients.
- Everything included website
- Email Newsletter Setup
- Personalized monthly e-newsletters to clients and prospects
- Detailed analytics on your email newsletter including open and click rates
Managed Website, Email Marketing & Social Media
$1099 Setup
$349/Month
Professional website, monthly e-newsletters, plus up-to-date social media.
- Everything included with website and email newsletter
- LinkedIn Profile Optimization
- Facebook Company Page Setup
- Twitter Cover Image
- Weekly LinkedIn posts
- Weekly Facebook posts
- Weekly Twitter posts
Example of a
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: