10 Lead Magnet Ideas for Financial advisor

A 14-page workbook plus a linked cash-flow calculator designed for freelancers with irregular income. It includes tax-reserve templates and bill-smoothing sheets you can customize in minutes. This practical tool demonstrates your planning method and captures leads by offering ongoing updates.

An interactive calculator that compares Solo 401(k) and SEP IRA options for freelancers and small business owners and generates a personalized contribution calendar. It shows potential tax savings and estimated retirement growth under different scenarios. It creates a quick win that motivates prospects to book a consult.

A 10-step freelancer tax checklist plus a year-round calendar and sample deduction guide for US freelancers. It helps users stay compliant and optimize deductions throughout the year. This content serves as an easy entry point to discuss ongoing tax planning.

A Google Sheet-based diagnostic to identify five key financial risks for freelancers and solopreneurs, with a practical 12-month improvement plan. It gives a tangible starting point and showcases your financial expertise. Great for lead qualification and email capture.

A curated directory of essential protections (disability, liability, cyber, business interruption) with vetted providers and typical costs for US freelancers. It saves time identifying coverage options and starts conversations about risk management.

AI-assisted planner that uses age, income, and savings goals to generate a personalized retirement roadmap with milestones. It produces an easy-to-share visual and a recommended action plan for discussion with a financial advisor. This drives engagement by showing a clear path.

An auto-delivered 5-day email course teaching freelancers how to budget irregular income, set tax reserves, and prep for quarterly estimates. Each lesson includes a practical action and a CTA to book a consult. Perfect for ongoing engagement and lead qualification.

AI-driven net-worth planner that aggregates assets, debts, and retirement accounts into a simple growth plan with monthly targets. It generates a progress tracker and a shareable summary you can discuss in a discovery call. Helps demonstrate value quickly.

Ready-to-use onboarding packet with discovery questions, goal templates, and a welcome email series to position you as a professional financial planner. This content magnet accelerates trust-building and makes initial consultations smoother.

Directory of trusted banks, CPAs, software, and services tailored for freelancers and solopreneurs, with quick-fit notes for common scenarios. Helps save time and positions you as a resource connector who can add value beyond planning.