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.
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: