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5 Steps to an Effective Lead Magnet for Financial Advisors

Indigo Marketing Agency

In this quick 5-minute video, I break down the 5 essential steps for creating a powerful lead magnet for your financial advisory practice, plus some best practices to keep in mind. Checklists or worksheets: Maybe your prospects are drawn to practical tools that help them assess their financial situations.

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Seminar Marketing for Financial Advisors

Indigo Marketing Agency

Best practices: Use a compelling subject line. Content offers: Provide additional guides, whitepapers, or eBooks related to the seminar topic. Popular topics include retirement planning strategies, tax-efficient investing, Social Security optimization, estate planning, and financial planning for business owners.