Financial advisor lead funnel template
A financial advisor funnel books intro calls with the prospects you can serve. It asks about life stage, the main goal and a rough savings band, then good fits book a call and everyone else gets a free guide.
- Free plan, for good
- No card required
- Unlimited leads
Wren & HaleKnow if you can retire when you want to.
Fee-only planners in Raleigh
Four questions about where you are and what you want. If we're a fit, book a free 30 minute intro call. If not, get our retirement checklist free, with no sales calls.
Free · No obligation · No sales pitch
What we plan
When can I retire?
A year by year plan for savings, Social Security and any pension.
How do I pay less tax?
Roth moves, giving, and the order you draw money down.
Are we saving enough for the kids?
College and first homes, without wrecking your own retirement.
What do I do with a windfall?
An inheritance, a business sale or stock options.
Free intro call · No obligation
“We're paid by you, not by the products we pick. That's the only way the advice can be about you.”
We thought we had to work until 67. Nina showed us 62 was realistic, and exactly what to change to get there.
Plain answers, no jargon, and not once did anyone try to sell us a product.
The intro call
Where you are
Your savings, your income and what worries you.
Where you want to be
The when, and the life you want after it.
Whether we're the right fit
If not, we'll say so and point you somewhere better.
Free · No obligation
The questions, one per screen
Prospects above your minimum book a 30 minute intro call on your calendar. Everyone else gets a free retirement checklist by email.
- 1
Which sounds most like you?
- Building my career
- Raising a family
- Nearing retirement
- Retired
- 2
What do you want help with most?
- Retiring on time
- Paying less tax
- Saving for the kids
- A windfall or inheritance
- A plan for all of it
- 3
Roughly, how much have you saved and invested?
- Under $100k
- $100k to $250k
- $250k to $1M
- Over $1M
- 4
When would you like help?
- Now, something is coming up
- This year
- I'm still learning
Why it is built this way
- 01
Life stage as photos
Career, family, nearing retirement or retired. Easy to answer and it frames the call.
- 02
Savings asked as a band
A rough band is easy to give and keeps your calendar for people you can help.
- 03
A kind no
Below the minimum, prospects still get value, and that form sends no Lead event to your ads.
Made for financial advisors.
Built for paid ads
Leads tied to the ad
Every lead arrives with the ad that sent it, and the report shows where people stop.
Your own AI can build it
Connect Claude, ChatGPT or Codex and ask it to change the template for your business. On every plan.
Free to start
One live funnel on an Unfunnel link, unlimited leads, no card.
Questions
Can I change the minimum?
Yes. Change which savings bands go to the checklist in the editor's flow map.
Can compliance review the page first?
Yes. Share the preview before you publish, and every published version is kept in the funnel's history.
Which calendars work?
Calendly, Cal.com or GoHighLevel, on every plan.
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