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Content (Inbound)Paid AdsWarm OutreachCold Outreach
Trust youRecognise your expertiseHave been educated by you
TikTokInstagram ReelsYouTube ShortsAwarenessAuthorityTop‑of‑funnel trustQuick finance tipsMyth‑busting videosRate changes explainedYouTube videosPodcastsEducational breakdowns“How to refinance your mortgage in 2026”“Business loan options explained”Deep trustPre‑sell your expertiseNewslettersEducational sequencesMarket updatesCase studiesStay top‑of‑mindConvert warm audiences over timeTestimonialsBefore & aftersCase studiesClient winsLinkedInInstagramWebsite
You’re consistent for 6+ monthsYou have real experienceYour offer benefits from education❌ Is NOT fast✅ Produces highly qualified leads❌ Can’t be “turned on instantly” like ads
SpeedPredictabilityVolume
Consumer financeYounger demographicsCar loansFirst home buyersSome mortgage productsLower CPMsFast testingLanding pages (not just lead forms)RetargetingMortgagesBusiness loansInsurance“Business loan near me”“Refinance mortgage Australia”20–30% higher conversion rates than MetaCaptures demand that already existsTaboolaOutbrainEducational article on news sitesLong‑form advertorialCTA at the bottom (e.g. “Check your mortgage now”)Education‑heavy offersMarket awareness plays
Don’t know contact ratesDon’t know approval or settlement ratesPlatforms constantly change
$10K/month profit = $120K/year$20–40K to learn & unlock that skill
3x higher response rates than coldLower cost per acquisitionFaster sales cycles
Past clientsOld leadsSubscribers“Rates have dropped”“New finance option available in your postcode”~98% open rateMuch higher than emailCold leadsIncomplete applicationsOld approvals that didn’t proceedInstagramFacebookTikTokEngage with your contentAlready recognise youAsk at highest perceived value momentAsk once (don’t nag)Clear incentive or mechanismCash bonusesGiftsReferral rewards
The Only 4 Ways to Get Leads in Finance
Core Principle (The Big Idea)
There are only 4 ways to generate leads in finance.
Every tactic you’ve ever seen (TikTok, Google Ads, referrals, cold email, SEO, etc.) is just a sub‑method of one of these four.
Mistake most finance businesses make: Trying 10 different tactics at once with no framework.
Rule to remember: 👉 Never stack more than ONE lead generation method per ~$80K/month in revenue.
The 4 Core Lead Generation Methods
Everything fits under one of these.
METHOD 1: CONTENT (Inbound Trust‑Based Leads)
What Content Is
Content is inbound lead generation where prospects come to you because they:
Finance is trust‑based, which is why content works so well long‑term.
Content Sub‑Methods
1. Short‑Form Content
Purpose:
Examples:
2. Long‑Form Content
Examples:
Purpose:
3. Email Content (Nurture)
Purpose:
4. Social Proof Content
Platforms:
Key rule: Show, don’t tell.
When Content Works Best
Content works when:
Content:
METHOD 2: PAID ADS (Speed, Control & Scale)
What Paid Ads Are
Paid ads give you:
This is the #1 method for most scalable finance businesses.
Paid Ads Sub‑Methods
1. TikTok Ads
Best for:
Examples:
Benefit:
2. Meta Ads (Facebook & Instagram)
Still the most reliable platform for finance.
Best used with:
Examples:
3. Google Search Ads
High‑intent traffic:
Benefits:
4. Native Ads (Advertorials)
Platforms:
How it works:
Best for:
Biggest Paid Ads Mistakes
❌ No sales‑based tracking
❌ Running the same creatives too long
❌ Weak follow‑up systems
❌ Targeting too broad
❌ Giving up after 2 weeks
Paid Ads ROI Mindset
If ads can generate:
Then investing:
…is logical.
Think long‑term ROI, not short‑term fear.
METHOD 3: WARM OUTREACH (Highest ROI)
What Warm Outreach Is
Warm outreach = leveraging existing attention or relationships.
This method has:
Warm Outreach Sub‑Methods
1. Reactivation Campaigns
Audiences:
Examples:
2. SMS Campaigns
Use for:
3. Social DMs
Message people who:
4. Client Referrals
Systemised referral process:
Examples:
Important Note
Accountant, broker, and professional referrals = Warm Outreach, not a separate method.
METHOD 4: COLD OUTREACH (Hard Mode)
What Cold Outreach Is
Proactively contacting people who don’t know you.
This is the hardest method in finance.
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