Discover The High Converting Lead Magnets That Get 53% More Leads & Grow AUM For 300+ Financial Advisors

Focus on engaged leads who want to speak to you about their wealth.

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We've worked with
Financial Advisors

Our Latest Case Studies

Lionheart Wealth

Lionheart Wealth helps UK individuals with their pensions and investments helping them get ready for their retirement.

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Credible Life

Credible Life works with British Expats all over the world with their Pensions, Savings & Investments in their new country of residance.

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L2W Digital

We worked with L2W Digital and their Financial Advisor clients improve lead engagement and appointment rates like crazy!

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Increase your appointments by up to 53%

OpenRead will tell you exactly who your HOT leads are based on who has read your lead magnet including time spent enahling you to focus on those who are really interested.

Build Your Entire Lead Gen Funnel In One Place

Build your entire funnel with OpenRead. Including lead magnets, landing pages, email reminders and automations.

More reasons Financial Advisors love OpenRead

Drag & Drop Lead Magnet builder

Create your lead magnet in minutes using our drag and drop builder.

Import Existing PDFs

Already got a lead magnet? No problem simply upload your existing PDFs and start generating engaged leads instantly.

High Converting Landing Pages will automatically create your landing page enabling you to promote your lead magnet straight away. Add your own domain too.

Detailed Lead Analytics

With you'll get more than just who has opened your Email and click on the link to download your lead.

Use Our Ready to Go Templates

Choose from a wide selection of designs and templates.

Automatically Remind Leads

OpenRead will automatically remind leads who haven't read your lead magnet.

Facebook Pixel & Conversion Tracking

Add your Facebook pixel and start promoting your lead magnet with Facebook Ads.

Webhooks In & Out

Generate leads using Facebook, LinkedIn, TikTok Lead Form Ads and send leads directly to OpenRead via our webhook in (Zapier etc required). Send lead data to your CRM including lead magnet completed and more.

Endless Integrations with Webhooks

With OpenRead you can send leads in and out to your existing systems via webhooks making the integrations possible endless.

Ready to Use Complete Lead Magnets Included

Proven high converting lead magnets for a variety for financial products and services. 

Can't see one. Let us know and we'll create one for you at no extra charge!

Planning for Retirement

How to make $500k+ last in Retirement

Understanding Self Employed Retirement Plans

Become A 401k Millionaire By Avoiding These Mistakes

Retirement Investing Checklist

4 Tips To Boost Your Retirement Savings

Retirement Planning When It Seems Like Its Too Late

It's super easy to use

Step 1: Create Your Lead Magnet

Use our drag & drop builder or upload an existing PDF.

Step 2: Promote Your Lead Magnets

Configure your landing page has pre-built for you. Share it every where to generate leads fast.

Step 3: Convert More Leads Into Clients

You'll see exactly who has read your lead magnet enabling you to turn them into clients faster.

Let's Focus On Engaged Leads...



Per Month

  • 3 Lead Magnets & Funnels


  • 1 Custom Domains & SSL
  • Web Hooks In & Out

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