Lead generation for financial advisers is the process of attracting prospective clients (pension, investment, mortgage, protection) through paid media, content and referral systems, and converting them into booked fact-finds.
Lead generation for a UK IFA firm covers the full chain from first impression to booked fact-find: paid media on Meta/Google/LinkedIn, FCA-compliant landing pages, lead forms, CRM routing, email nurture and adviser callbacks. The best systems treat the fact-find as the conversion event — not the form fill — and measure CAC all the way to enrolment.