5 Lead Generation Strategies for Financial Advisors

7 Apr 2022

The financial world is changing rapidly and with it, the way we do business. One of the first steps to take in order to remain competitive is to find new clients who are interested in your services. This article discusses five strategies you can use for generating leads that will help you get more clients.

Develop thought leadership content and post it on your website and social media platforms

What is thought leadership? Thought-leadership is a term used to describe content that is original, informative, and inspires change. It can be in the form of blog posts, articles, white papers, or videos. As a financial advisor, it is important to share your knowledge and expertise with potential clients. This will help you build trust and establish yourself as an authority in your field.

There are two main channels for posting thought leadership – your website and social media.

Post on social media

For social media, we suggest going with LinkedIn. It is a social media site that is specifically designed for professionals. LinkedIn has over 500 million members and is growing rapidly.

Post on your website

Posting content directly on your website is also a great option. It allows more freedom when compared to social media platforms. Also, you own the content and can shape it however you want. A professional WordPress website is a great option for financial advisors.

When you post thought leadership content on your website, be sure to:

  1. Make it easy for visitors to find. Place links to your articles and blog posts prominently on your homepage.
  2. Write catchy headlines that will grab people’s attention.
  3. Use images and graphics to break up the text
  4. Add a clear call-to-action (CTA) at the end of each article, so that it is easy for people to get in touch with you.

Host webinars to educate potential clients about financial planning and investing and build trust

Webinars are online seminars that allow participants to learn and ask questions from a remote location. They are a great way to educate potential clients about financial planning and investing.

Webinars can be used to:

That’s why webinars are a powerful tool when it comes to lead generation.

Connect with potential clients through LinkedIn groups and other online forums

LinkedIn groups are a great way to connect with potential clients. There are groups for almost every profession, and LinkedIn makes it easy to find them. You can search for groups by keyword or browse by topic.

When posting content on LinkedIn groups, be sure to create original content that shows that you have expertise in the field. And always interact with other people – comment and reply to their comments, like and share. Social media is social after all…

You can also try groups on Facebook or Reddit, however, we usually see more genuine engagement on LinkedIn.

Attend financial advisory industry events and meet with potential clients in person

Attending industry events is a great way to connect with potential clients in person. It allows you to build relationships face-to-face and learn more about what they are looking for in a financial advisor.

Industry events also offer a great opportunity to network with other professionals in the field. You can exchange ideas, learn from each other, and build relationships that can lead to referrals.

When attending industry events, be sure to:

Use a sales funnel with paid ads and a landing page

A sales funnel is a process that helps you convert leads into clients. It begins with attracting potential clients and finishes with them becoming paying clients.

A great way to attract potential clients is by using paid ads on Google, Facebook and LinkedIn. It is relatively cheap and can easily be scaled according to your budget. However, you need a place where to drive the clicks from those ads.

That’s why you need a landing page. A landing page is a web page that is designed to convert visitors into clients. It usually contains a persuasive offer and a form where people can enter their contact information.

Sales funnels can be extremely effective because they can be targeted to a specific audience and thus it is much easier to create a persuasive offer. If you’re interested, we suggest You read this article about B2B sales funnels.


These are just a few of the many lead generation strategies that financial advisors can use to find new clients. The most important thing is to be creative and never give up.

It takes time and effort to build a successful financial advisory business, but it is definitely worth it. Keep these lead generation strategies in mind and you will be on your way to success.