Frameworks
What does a financial marketing funnel look like?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What does a financial marketing funnel look like?
Awareness (ads, SEO, PR) to Consideration (landing pages, lead magnets, email) to Decision (consultation, proposal) to Client to Advocate (reviews, referrals).
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Five stages
- Awareness: ads, SEO, PR, podcasts
- Consideration: landing pages, lead magnets, email nurture
- Decision: consultation, fee agreement
- Client: onboarding, AUM transfer
- Advocate: reviews, referrals, retention comms
Measurement
Each stage has its own CPL equivalent; hold all five visible in reporting.
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