APRIL 16, 2018

We deployed two new lead magnets last week and two more this week! Advisors have already given us feedback on how they are using these as freemiums on their website and on social media to win new business.

These two new lead magnets are now available in the Template Library. Each lead magnet is optimized for the US and UK markets. With a couple clicks you can easily create a button, banner or screen bar FOR your website and link the marketing content to engage prospects. Or tweet or post a link to your audience on social media.

  • 5 Biggest Investor Mistakes (Optimized for the US):
    Every investor wants to avoid making mistakes. This lead magnet describes five areas that visitors to your website or followers on social media can learn about and use the information to improve their own situation.
  • Different Types of Pension Schemes (Optimized for the UK):
    This guide provides an overview of various pension schemes that your prospects might be entitled to (and may even be overlooking).

Sometimes referred to as “freemiums”, lead magnets are a great way to generate new leads and get a conversation going with prospects. And once you win them over, you can utilize PreciseFP’s automated data gathering to digitally on-board your new clients! These lead magnets and others are available to PreciseFP subscribers at no additional cost.

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