Advisor Websites: Infographics and Lead Magnets for Financial Advisors
Advisor Websites: Infographics and Lead Magnets for Financial Advisors
Services:
Infographic & Lead Magnet Design
Industry:
Fintech / financial advisor marketing
Timeline
2023
Snapshot
3 — lead magnet formats designed
1 — one-page marketing plan
United Planners — partner campaign
The challenge
Financial advisors are a sceptical, compliance-bound audience. Generic gated content does not move them, and the platform needed assets that earned an email without over-promising.
What I did
Design each asset around one decision the advisor is already trying to make, so the download is useful on its own rather than a teaser for a sales call.
The work
A set of infographic and lead-magnet assets: a personalised web presence explainer, a United Planners partner piece answering why advisors choose the platform, a one-page marketing plan built for financial advisors, and a supporting landing page carrying a free three-point website assessment offer.
Stack: Infographic design, lead magnet design, landing page design, compliance-aware copy
Assets: 3 lead magnet formats plus a supporting landing page
Partner: United Planners advisor campaign delivered
Offer: free three-point website assessment as the capture mechanism
A lead magnet that is only useful after a sales call is not a lead magnet. Make it worth keeping on its own and the email follows.
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