Helping Advisors Turn Cold Traffic into Qualified Conversations through
Interactive Lead Magnets
Available on Demand
John Way | Pipeline App
Daniel Keever | Evergreen FM
Most advisors have a “lead magnet” that doesn’t lead anywhere. PDFs go unread, checklists get lost, and prospects don’t take the next step.
In the world of marketing, a lack of interaction leads to a lack of connection.
Join Evergreen President Daniel Keever and Pipeline App Founder John Way for a behind-the-scenes look at how top advisors are using interactive self-assessments to deliver immediate value and turn cold visitors into warm conversations.
A demo for financial advisors who want something better than stale PDFs that no one reads.
Why traditional lead magnets struggle to convert
How interactive self-assessments deliver immediate insight
How to use quiz data to personalize outreach and re-engage old lists
How to make your marketing feel more human even when it’s automated
What You’ll Learn
Having the conversations that matter.
Give prospects a taste of your process before they ever meet you
Build familiarity and trust without a hard sell
Use insights, not gimmicks, to start meaningful conversations
Track and improve engagement over time through data
Watch the Webinar
Meet the Hosts
Want to Build an Interactive Lead Magnet for Your Firm?
At Evergreen, we help financial advisors create and deploy content strategies with a heavy emphasis on the strategy. If you’re ready to:
Capture and qualify leads through interactive experiences
Re-activate cold lists with zero spammy outreach
Showcase your expertise through personalized insights
Then this demo will show you the playbook and how to make it your own.
