Lead Generation for Financial Planners
Fun, engaging pre-written eBooks and drip email campaigns for financial advisors that help you increase your leads and build the financial planning practice you want.
Do you wish you had…
Something to give to people after they attend one of your events?
A gorgeous brochure or handout that offers solutions to questions you have to answer over and over again?
A professional-looking “freebie” that helps you build trust with potential clients?
A book on your website that enhances your credibility?
GOOD NEWS! You’ll get all of that with each Advisor Script package!
Each Package Includes
PRE-WRITTEN EBOOK
Each eBook is designed for you to be able to add your company name and information and any disclosures for compliance.
DRIP EMAIL CAMPAIGN
Six pre-written emails that will prompt you to add calls-to-action and links to your own website.
SOCIAL MEDIA GRAPHICS
Two social media graphics to help you promote your eBook and generate more leads!
INFO FOR WEBSITE
Tips on creating copy for your website to attract and encourage your audience to download the book!
Attracting the Right Leads
At Advisor Script, our mission is to create fun, creative lead-generation tools that your ideal client will want to sign up for. Unlike the typical dry financial education that bores your audience, our eBooks provide your potential clients with financial knowledge in a witty, readable format.
What is a lead generator? And how can it help you get more clients and improve your SEO? Digital Marketing Guru Catherine Tidd explains more!
Shop All eBook Packages
Attracting high-net-worth clients isn’t about luck - it’s about strategy.
Let’s face it: high-net-worth (HNW) clients are the unicorns of the financial planning world. They’re rare, magical, and highly sought after.
Ready to attract clients that will change your business?
