What is a Lead Magnet? [Best Practices]

A lead magnet is a marketing tool that helps you generate leads by offering additional value to a prospect in exchange for their contact information or engaging with your brand. Lead magnets can take many forms, but some of the most popular are ebooks, whitepapers, templates, calculators and similar downloadable assets.

The problem is these magnets can take time and energy to produce.

Luckily, as a Lumiant customer, you can take advantage of some of our pre-built lead magnets to help you engage prospects and drive more leads for your firm. Your Life: Giving your prospects an understanding of what’s important in life

Your Life helps prospects and clients better understand what’s important to them and how they are progressing in those areas. It essentially encourages people to take a 15,000-foot view of their lives—something we often don’t get the chance to do in our busy lives. 

Upon completion, clients get a picture of the areas they are doing well in and where they could improve with the help of their advisor.

As a Lumiant customer, you get access to your own Your Life landing page and URL. You can then use this URL behind a button on your website or share it across your social and email marketing campaigns. 

How does it work?

When a prospect clicks on the URL, they will be prompted to enter their details. Once they have done so, Lumiant will create the prospect as a client within its platform.

Once the prospect has completed the survey, they will receive their results and be encouraged to contact your advisors to find out how you could help them live their best life. Their answers will also be recorded in their client profile on the Lumiant portal, and a notification will be sent via email to your firm. 

This is when one of your advisors could contact the prospect and qualify them as an opportunity and a good fit for your firm. 

This creates an excellent opportunity to see if they’d be interested in discussing how you can align their finances with what they truly value in life or if they would be suitable for an advice appointment.

How do I get my practice URL link for the Your Life Landing page?

We will create your own unique Your Life URL at your request, simply ask our support team.

If you need assistance with adding the Your Life URL link to your website, you can find further help here. 

I have my Your Life Lead magnet URL, now what?

There are plenty of ways you can use the Your Life lead magnet to engage leads, but here are a few ideas to get you started:

• Draft a social post for Instagram, Facebook or LinkedIn offering your audience the chance to understand more about what’s important to them in life.
• Draft a blog post around the dimensions of wellbeing and how they can help clients to live their best life, including a link to Your Life within the piece.
• Create a “banner ad” for your website encouraging visitors to take the Your Life survey.
• Draft an email campaign to engage your disengaged lead list, including a link to the Your Life assessment and how it will help them better identify where you could help them.

• Focus on boosting traction and engagement through social media promotion, compelling visuals, and email campaigns to drive its success

And - don’t forget - you can use Lumiant’s support centre resources, like the Your Life marketing campaign section, to optimise its effectiveness.

Looking for more help developing your marketing strategy? Our marketing resources can help you further improve demand for your firm and capture the attention of prospects.

Otherwise, if you need any other support, please contact our Support team by raising a support request.