Conversion
Does a cashflow modelling lead magnet improve conversion?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
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.
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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.
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