Does a cashflow modelling lead magnet improve conversion?

Quick answer

Does a cashflow modelling lead magnet improve conversion?

Yes - embedded CashCalc or Voyant previews lift consultation-book rate 40-70% vs PDF downloads, and raise CPL-to-client conversion 1.8-2.4x.

Why it works

- Personalised output = higher perceived value - Creates a visible gap ("what if" scenarios) that only an adviser can close - Captures richer profile data (age, income, pension pot) that sharpens qualification

Compliance

Make sure outputs are illustrative, not advice; include s21-approved disclaimers.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.