The top lead generation strategies for Financial Advisors

So you want to grow your business and get more clients for your financial services firm? Of course you do! Here, I look at the top lead generation strategies for Financial Advisors.


Creating a blog and keeping it active is a great source of lead generation for Financial Advisors. Creating blog posts that consistently provide answers to your target audience’s burning questions is a great way to generate leads for a few reasons, including it grows your digital footprint, it builds trust and it keeps you top of mind. To find out more about blogging, click here.

Gated Content

Though building trust with prospects is an important part of any financial professional’s lead generation strategy, gated content can also be used as a more direct lead gen tool.

Gated content is when a user provides key pieces of information about themselves to access a piece of content. Traditionally, content access will require users to fill out a form with their first name, last name, and email address. Once the user submits their information, they receive a follow-up email that contains the content for download.

Gated content needs to be higher value than a standard blog post since the user needs to give something in return for access to it.

Social Media

Though building a social media presence may not seem like an obvious choice for lead generation for financial professionals, it can have a big impact on your ability to attract prospects digitally—both directly and indirectly. Find out more about how to use social media to generate leads here.


Whether the event takes place online or in-person, hosting an event can be a great way to generate leads while showcasing your expertise.

Like offering blog posts and gated content to prospects, educational events and webinars encourage conversion because they provide value upfront and give prospects an idea of what you’re like before they commit.

To get leads from an event, whether online or in person, simply make prospective clients sign up to attend. You’ll then have the information you need to reach out to them afterward.

The right topic for your event and how to approach it depends on your target audience and their needs.

You’ll also need to consider your goals and other factors before choosing to do an event in-person or online. In-person events create a sense of connection that many people crave and gives you the chance to meet with prospects face-to-face. However, webinars offer the ability to record the event from home and reach a wider audience. Additionally, if your webinar is a success, you can always record the session and use it as gated content later.

I hope that you have found this post on the top lead generation strategies for Financial Advisors useful.

If you’re a financial advisor looking for help, please feel free to get in touch here. Myself and my team are more than happy to help.

Have you joined our Facebook group? The group is for Financial Advisors and Professionals who want more leads and sales through an effective lead generation system.

We encourage all members to ask questions, solve problems and provide advice. Join the group here.

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