Lead Generation for Financial Advisors


“You can’t just place a few ‘Buy’ buttons on your website and expect your visitors to buy” ~ Neil Patel

Where are the leads?

You have a nice website, your Google Analytics show that you have lots of visitors, but still . . . nothing, no leads? Are you frustrated with marketing efforts that don’t work? We speak to advisors every day that feel the same way. We can help.

Do you have an Effective Lead Magnet?

A lead magnet is an offer on your website that is of such interest to your visitors, that they are willing to provide you with their name and email address – to be added to your list in other words – in exchange for the offered information/service/product.

Join Our Newsletter or Contact Us Today are no longer sufficiently enticing for most visitors, to capture their interest (and information) it has to be more engaging or perceived as being of greater value than those traditional offerings are today.

A Better Lead Magnet for Advisors

We’ve partnered with a FinTech company that has created an interactive quiz for visitors to your site.

Financial Advisor Lead Magnet | Lead Magnet Quiz for Financial Planners


The customizable quiz (there are several variations – depending on your firm’s emphasis), developed by a team of 2 advisors and 2 software developers, asks the user what their financial focus is, automatically adjusts the path the user will take based on that focus, collects user data points for advisors to use in later communication, produces a financial “score” for the user and some suggestions on how to improve their circumstances.

The quiz can be placed on your website, promoted through social media, or included as a link on your email signature.

Additionally, developers have created a series of follow up emails that will engage with the user on a monthly basis for 6 months.

Advisor Quiz Lead Magnet

The quiz image can be changed to your liking and will be branded with your logo and colors. Additionally, the recommendations can be skewed to match more closely to your financial philosophy.

Follow up Nurture Emails

Custom email campaigns have been pre-written and are scheduled to go out to your leads once a month for the next 6 months. The email campaigns can be sent as is or can be edited and customized.

Without email system: $125 per month (paid annually)
With email system: $165 per month (paid annually)

Would you like the follow-up system customized and/or managed for you? Contact us to request a custom proposal.

Try the Quiz Now

Feel free to try the quiz yourself. Create your own user data, see what the quiz recommends. Like what you see?

Try it Free for 30 Days