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.
Want to see how a CRM supports lead generation? Book a demo to see Glimzer's pipeline management in action.
Here are 10 methods you can start applying today.
1. Build a professional website
Your website is your digital shopfront. Optimise it for local search (e.g. "financial adviser Manchester") and make sure there are clear calls-to-action on every page.
2. Use LinkedIn
Post consistently, connect with prospects, and join industry conversations. It puts you in front of new clients without spending a penny on ads.
3. Offer free webinars or guides
Sharing knowledge (e.g. "5 Steps to Retirement Planning") builds trust and captures leads via sign-ups.
4. Client referrals and testimonials
Make it easy for happy clients to recommend you, and showcase their feedback online.
5. Paid ads targeted locally
Google Ads or Facebook Ads can bring in high-intent leads when properly targeted to your area and audience.
6. Partnerships with accountants and solicitors
Mutual referrals from professionals your clients already trust are one of the highest-converting lead sources.
7. Networking and local events
Still effective for building community trust and awareness, especially for firms focused on a specific region.
8. 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 over time.
9. Nurture leads with email campaigns
Not every lead converts straight away. Use email to stay front-of-mind until they're ready to take the next step.
10. Use a CRM to track and convert leads
The best strategy only works if you follow up consistently. A CRM built for financial advisers helps you capture enquiries, assign tasks, and track every opportunity through your pipeline.
Lead generation isn't about any single tactic. 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.
Ready to turn leads into clients? Book a demo and see how Glimzer helps UK advice firms manage their pipeline.