The Best Wealth Advisor Lead Generation
Why Smart Financial Advisers Build Pipelines, Not Just Leads — and How to Attract Clients Who Actually Convert
If you’re a financial planner, wealth advisor, or private investment consultant, you know the value of every client. You’re not looking for bulk leads — you’re looking for qualified, trust-driven individuals who are serious about their long-term financial future. The challenge? Most lead generation systems are either outdated, generic, or built for volume, not conversion.
At David Hannah Marketing, we help wealth and finance professionals create performance-driven lead pipelines that attract high-value clients — and nurture them until they’re ready to engage. Our campaigns aren’t built around clicks. They’re built around conversations, trust, and measurable return on ad spend.
Here’s how we do it, what actually works in 2025, and why most “financial lead generation” services get it completely wrong.
Want to learn more? Book a strategy session here
Google vs Meta: Which Platform Brings Better Leads?
Both platforms work — when used the right way.
Google Ads are ideal for bottom-of-funnel, high-intent queries. People searching “wealth advisor near me”, “SMSF advice Sydney” or “retirement planning for doctors” are actively looking for help. These leads tend to be higher quality, but more expensive. It’s a pay-to-play space — and worth every cent when optimised correctly.
Meta (Facebook & Instagram) is where longer sales cycles are won. It’s your platform for positioning, education, and audience building. With smart creative and targeting, you can reach emerging wealth clients, business owners, professionals, and investors who aren't actively searching yet — but are open to advice when the time is right.
We use both. Our strategy blends Google intent with Meta nurture, creating a pipeline that brings in leads now — and warms others for the next quarter, or the next life stage.
Why Free Lead Tactics Don’t Work for Financial Services
In high-trust industries like wealth advisory, free lead generation tactics fall flat. Cold lists, social groups, SEO spam, or email scraping might get your name in front of people — but not in the way you want.
Free leads are:
Unqualified
Skeptical
Unwilling to commit
Or worse — unaware they need your service
Quality financial leads require a combination of precision targeting, clear value positioning, and multi-step nurturing. If someone doesn’t trust you, they won’t invest with you — no matter how many emails you send.
Why Pay-Per-Lead Models Don’t Work in Wealth Advisory
There’s a reason the most respected advisors never buy leads.
Pay-per-lead providers often:
Sell the same lead to multiple advisors
Deliver cold, unqualified traffic with no nurture
Offer no visibility into targeting or compliance
Undercut your brand by turning you into just another name in the inbox
You don’t need 100 leads. You need 15–30 highly-qualified, nurtured contacts per month who are actively thinking about their future and aligned with your offer. At David Hannah Marketing, we help you build a system — not rent someone else’s list.
Australia vs International: Local Relevance Matters
In Australia, financial services marketing comes with compliance expectations — and rightly so. We work within the ASIC and AFSL frameworks to ensure all messaging is legally sound, clearly disclaimers are included, and your campaigns reflect your professional standing.
Internationally, lead gen is often more aggressive. But even in looser regulatory markets (e.g. NZ, US, UK), consumers are smarter than ever. They’re not looking for a “finance guy.” They’re looking for a trusted advisor who speaks their language and understands their goals.
We localise every campaign to reflect financial behaviours, retirement systems, tax environments, and regional preferences — whether you're targeting high-income earners in Sydney, small business owners in Auckland, or tech professionals in Vancouver.
What Makes David Hannah Marketing Different
Most marketers sell leads. We build lead pipelines.
Our difference:
- Google + Meta blended funnel
- Landing pages optimised for trust and conversion
- Fully tracked form fills, calls, calendar bookings
- Ongoing retargeting and remarketing to warm cold traffic=
- Email and SMS lead nurturing (Klaviyo, ActiveCampaign, etc.)
- Compliance-ready copy and creative
- Monthly refinement based on cost per result, not just cost per click
Our campaigns regularly deliver:
- CPC between $0.60 and $1.50 depending on market
- CTR above 5% on Meta, and 8%+ on optimised Google search ads
- Lead costs between $25–$70 for highly-qualified, tracked inquiries
- Booking rates between 15%–30% with warm follow-up
And — you own the data, the creative, and the customer relationships.
What to Look for in a Lead Generation Expert
Lead generation for wealth advisors isn’t about volume. It’s about alignment and trust. Your marketing partner should:
- Understand long sales cycles and financial trust barriers
- Know how to segment and retarget based on life stage (e.g. accumulation, pre-retirement, succession)
- Be able to build engagement funnels, not just cold traffic ads
- Include lead warming — email flows, retargeting, and content loops
- Provide transparent reporting and lead attribution
- Offer compliant messaging for financial services
If you’re working with someone who only measures “reach” or “likes,” you’re working with the wrong partner.
Let’s Build a System That Brings the Right Clients In
The best wealth advisors don’t chase leads. They build ecosystems that attract the right ones — and convert them at the right time.
At David Hannah Marketing, we create high-performance lead generation systems for wealth advisors who want to grow intentionally. Whether your goal is 10 extra consults per month or building a six-figure lead pipeline, we’ll help you create a system that delivers — not just now, but long term.
Book your strategy session today here, and let’s build the lead generation engine your financial brand deserves.