10 Proven Lead Generation Strategies for Financial Advisers

Finding new clients is one of the biggest challenges for financial advisers. Referrals are great — but they’re not always enough. In 2025, the most successful advisers use a mix of traditional and digital strategies to generate leads consistently.

Here are 10 proven methods you can start applying today.

Build a Professional Website

Your website is your digital shopfront. Optimise it for local search (e.g. “financial adviser Manchester”) and ensure clear calls-to-action

Leverage LinkedIn

Consistent posting, connecting with prospects, and joining industry conversations can put you in front of new clients.

Offer Free Webinars or Guides

Sharing knowledge (e.g., “5 Steps to Retirement Planning”) builds trust and captures leads via sign-ups.

Client Referrals & Testimonials

Make it easy for happy clients to recommend you, and showcase their feedback online.

Paid Ads Targeted Locally

Google Ads or Facebook Ads can bring in high-intent leads when properly targeted.

Partnerships with Accountants & Solicitors

Mutual referrals from professionals your clients already trust.

Networking & Local Events

Still effective for building community trust and awareness.

Create Helpful Content (Blogs, Videos)

Content that answers real client questions (“Can I pass my pension to my children?”) ranks well and brings organic traffic.

Nurture Leads with Email Campaigns

Not every lead converts instantly. Use email to stay front-of-mind.

Use a CRM to Track and Convert Leads

The best strategy only works if you follow up consistently. A modern CRM like Glimzer helps you capture enquiries, assign tasks, and track every opportunity.

Lead generation isn’t about one magic bullet — it’s about building a system. Combine these approaches, track results in your CRM, and over time you’ll have a pipeline of clients you can rely on.