Six ideas you could make this week
- 1The Financial Document ChecklistChecklist
- 2Questions to Ask Before Hiring an AdvisorChecklist
- 3Monthly Money Review WorksheetWorksheet
- 4Getting Ready for Retirement ConversationsShort guide
- 5Big Life Events Money ChecklistChecklist
- 6Glossary of Common Financial TermsCheat sheet
A sample outline
Questions to Ask Before Hiring an Advisor
- 1Why the right fit matters
- 2Credentials and how to check them
- 3How advisors are paid
- 4Questions about process
- 5Next steps
Money content: unless you are licensed to give financial advice, keep public material to general education like budgeting and saving. This page is general information, not financial advice.
How to choose
Financial marketing is regulated. Keep freebies educational, avoid return promises, and have compliance review them if required.
Whichever idea you pick, keep it to one problem, make it short enough to finish in one sitting, and end with a clear next step toward your paid offer. See also how long a lead magnet should be and what an opt-in page needs.
Common follow-up questions
Can I give investment advice in a freebie?
Keep it general and educational; follow your regulator’s rules.
Which freebie builds trust?
Ones that help people understand and organize, not ones that pitch products.
How long should a lead magnet for financial advisors be?
Short enough to use in one sitting: a one-page checklist or worksheet, or a short guide of roughly 5–15 pages.
Updated 2026-11-15. General information; not legal, medical or financial advice.