New tools for financial professionals managing marketing in-house

WealthProTools

Growth Tools

Lead Magnet Builder for Financial Professionals

Produce a finished educational resource, the page copy that offers it, and the follow-up that keeps the conversation going.

$99Buy Now

Instant digital download. Single-business license.

What Is Included

  • Lead magnet topic selector
  • Audience and problem worksheet
  • Proven content outlines
  • Writing workflow
  • Landing-page copy framework
  • Delivery email template
  • Promotional content
  • Production and launch checklist

Who It Is For

  • Advisors building an email list around a specialty
  • Wealth coaches packaging a signature framework
  • Teams supporting several advisors with growth assets

What It Helps You Accomplish

  • Choose a topic your audience will trade an email address for
  • Write the resource using a proven outline
  • Launch it with page copy, delivery email, and promotion ready

How to Use It

  1. 01

    Use the topic selector and audience worksheet to lock the subject.

  2. 02

    Draft with the outline and writing workflow.

  3. 03

    Publish using the landing-page framework and launch checklist.

Frequently Asked Questions

How long does it take to build one?
Most people complete a first resource across a few focused sessions using the workflow.
Does it include a landing page builder?
No. It includes the copy framework; use the page builder or website you already have.
Can I make more than one lead magnet?
Yes. The system is reusable across topics within your business.

Related Tools