Top Advisor Marketing Podcast

Top Advisor Marketing Podcast


How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486)

September 24, 2024

Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions…


How can you effectively attract and convert ideal clients using lead magnets and marketing funnels?


In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for her second appearance on the Top Advisor Marketing Podcast (she’s that good!). Their conversation focuses on lead funnels and the importance of building an “owned audience” through niche-focused lead magnets, such as ebooks, case studies, and workbooks. 


Matt and Hillary discuss:



  • Why it’s essential to transition your audience from social media engagement to an email list
  • A checklist of questions to inspire the topic  of your niche-focused lead magnet
  • How a lead funnel should be structured, and the importance of ensuring every marketing touchpoint — from social media to long-form content — drives people toward a conversion point
  • Why having a well-crafted website matters, and options for promoting lead magnets across different platforms
  • How to maintain a balance between staying top-of-mind and avoiding pushy sales tactics
  • And more

Resources: 



Connect With Hillary Gale:



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About Our Guest:


Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. 


You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.