Lead Generation
What is the best lead magnet for financial advisers in 2025?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is the best lead magnet for financial advisers in 2025?
A scenario-specific tool (cashflow preview, pension value calculator, IHT mini-calculator) outperforms static PDFs 2-3x in lead quality and downstream conversion.
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Ranked by quality
- Interactive calculator / cashflow preview
- Scenario-specific checklist ("DB transfer - 12 questions to ask before")
- Video mini-course (3 x 5-min)
- Static PDF whitepaper
- Generic "top tips" PDF (avoid)
Compliance
Any tool that produces a personalised number must be clearly illustrative, not advice.
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