Financial advisor lead generation funnels that qualify, score and follow up automatically
involve.me is the AI quiz funnel builder with built-in email automation, built for advisory firms where every new client is worth thousands of dollars. Perfect for financial advisors, planners & RIAs.
🔒 SOC 2 Type II · 🇪🇺 GDPR compliant
Try a live financial advisor funnel
Get inspired and make the template yours. Build quizzes, assessments, calculators, product recommendation flows, landing pages and forms from the same editor.
All you need to generate qualified financial advisor leads
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01 AI Agent
Describe your advisory practice and the clients you want. The AI Agent builds the branded lead gen funnel, the scoring logic and the outcome pages for you.
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02 Email automation
Trigger automated email sequences based on score, answers & more: hot prospects get your calendar link, early-stage prospects keep hearing from you until they book. No separate email tool needed.
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03 Built-in CRM
Every lead lands as a contact with their score, their answers, and the goal they came in with. Filter by assets, timeline or service and hand the hot ones to an advisor.
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04 Integrations
Push qualified leads into HubSpot, Salesforce or ActiveCampaign. 60+ integrations, plus Zapier and webhooks for your CRM and planning software.
Beyond the calendar link
A scheduler converts the visitors who already decided. An assessment gets the rest to identify themselves.
Not ready is not never
Advisory decisions take months. Email sequences keep you in front of the prospect until their situation changes.
Know before the call
Assets, timeline and current advisor arrive scored, so the first meeting starts at the advice, not the basics.
SOC 2® Type 2 audited and GDPR-compliant by design
6 ways financial advisors use involve.me
Six funnels advisory firms run on their own site, covering the anonymous visitor, the seminar audience and the referred prospect.
Retirement readiness score
Nine band questions on age, savings, contributions and timeline produce a score on a gauge and one of three outcome pages, each carrying your own disclosures.
Savings gap calculator
Show the shortfall between what a prospect has saved and what their retirement needs. The exact figure reaches your CRM while the page shows a chart.
Which service fits selector
Route visitors to financial planning, portfolio management or a one-off review based on what they actually need, and give each service its own outcome page and booking button.
Seminar registration funnel
Turn a webinar or dinner seminar sign-up into scored contacts. Ask the qualifying questions during registration, so you know the room before you walk into it.
Referral landing page
Give the CPAs and attorneys who send you business a page of their own. A hidden field carries the referring code, so a referred prospect arrives scored instead of cold.
Fee comparison calculator
For fee-only firms: compare your flat or hourly fee against a percentage of assets over time, on assumptions you supply. Prospects see the difference before they ask.
The financial advisor lead generation library
Financial advisor lead generation FAQ
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The highest-converting approach is a quiz funnel on your own website: a retirement readiness check or savings calculator that gives the visitor a useful answer in exchange for their contact details. It qualifies the lead while capturing it, so your first call already knows the prospect's goals.
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A short interactive quiz that asks about goals, assets and timeline, scores the answers, shows a personalized result and starts an automated email follow-up. involve.me builds all four steps in one funnel.
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Score-based Outcomes funnels perform best, because they sort prospects by readiness and send each group a different result page and email sequence. Use Answer-based Outcomes when the goal is recommending a specific service, and a Thank You page when one outcome fits everyone.
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Yes. Email automation is built in, so the sequence starts the moment someone finishes the funnel. Hot leads get your calendar link immediately, everyone else moves into an email sequence that runs on its own. You can still push qualified leads into HubSpot, Salesforce or ActiveCampaign.
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involve.me is SOC 2 Type II audited and GDPR-compliant by design, with EU data hosting available. You control what every funnel asks for, you keep ownership of the data, and you can export or delete submissions at any time.