facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!


By Blair Kelly Outreach

What is Gated Content and How Can Advisors Use It For Lead Generation?

14 minute read
What is Gated Content and How Can Advisors Use It For Lead Generation? Featured Image

Gated content can be a highly debated method of inbound marketing. When done effectively, it can be a great way to acquire new leads and nurture prospects through the sales funnel. However, when done poorly, it can prevent people from reading your content or providing information. So, what’s the best way to go about creating gated content?

In order to be effective, your gated content must obviously be high-quality. However, you’ll also want to make sure you are addressing your customer’s pain points. This means providing them with a solution to their problem they can identify with and relate to your content. To be able to do this well, you need to first make sure you have a specific target market in mind and cater to them directly.

There’s lots of different information out there in regards to mastering gated content, so it’s important to do your research before deciding on a strategy that will work best for your advisor firm. To get you started, we’re sharing the basics to gated content below and how you can use it on your advisor website.

What is Gated Content?

Basically, gated content is any content where the website visitor has to provide information in order to access it. This could be a name, email address or demographic information. Potential clients have an incentive to provide this information because they’re receiving something helpful in return, such as an eBook, webinar recording or PDF download.

Below is an example of gated content from Twenty Over Ten user, Forward Thinking Wealth Management. In order to receive their “Baker’s Dozen Tips for a Better Retirement”, visitors must first enter their email address before receiving the tips in their inbox. It only takes the visitor a few seconds and then the information is easily obtained, really boosting lead generation in the long run. Forwrard Thinking Wealth Management gated content

Some marketers can be wary of gated content, fearing that it will steer more customers away from their site when they realize they have to provide information. However, for most financial planning firms, lead information from a genuinely interested prospect can be worth much more than visitors who read and leave your site without ever taking action. When a person signs up to download information, you can be pretty certain they actually want to read it and may be interested in your services. This also gives you the opportunity to engage with them further through email and fuels a deeper conversation about their financial needs.

Below is another example of gated content from Twenty Over Ten and Lead Pilot user, Mark Sharp Retirement. The call-to-action “Receive Our Weekly Newsletter in Your Inbox” will lead the visitors to a landing page where they simply have to put in their name and email address in order to receive the useful tips and information straight to their inbox.

Mark Sharp retirement gated content

Should I Gate My Content?

Deciding whether or not to gate content can be a tough decision. Ultimately, a lot of it depends on your goals. While gaining qualified leads is always an awesome opportunity, gated content can also be less optimal for SEO purposes. Therefore, it is important to take a minute to ask yourself some questions before deciding if the content you’re sharing is worth potentially losing visitors who don’t want to share information. A lot of this comes down to your specific audience and how your content will be of use to them.

One big thing to ask yourself is how much of the content you’re providing is simply sales information. If you’re asking clients to give out their name and email, they need to receive helpful knowledge in return, not just receiving a PDF version of your sales pitch. They can get that from your website for free!

With gated content, always make sure the reader will be learning new ideas and helpful skills as well as picking up time or money-saving tips. When asked to provide information up-front, you need to be able to deliver unique information your readers are expecting or they may be disappointed and lose trust in your firm.

In the below example Twenty Over Ten user, Dorsey Wealth Management offers monthly and advice in their monthly newsletter by entering your name and email address.

Dorsey Wealth Management gated content

What Type of Content Should I Gate?

A lot of marketers think that creating gated content needs to be a time-consuming process. The good news is, it doesn’t have to be! A lot of content you have already created can be combined and used successfully as gated content. You’ve likely already done the research and compiled useful tips in the areas your firm specializes in, so use some of this in the content you decide to share.

Still not sure what to create? Here are some great ideas of gated content to offer your site visitors:

  1. Turn your content assist articles into a gated PDF. If you have posts that contain useful tips that customers can gain insight from, it’s worth sharing them as gated content. This helps the potential client by giving them all the information in one place and delivering it directly to their email to refer back to, save and re-share.
  2. Create a “Best Of” eBook. This can essentially be a roundup of all of your most popular blog posts in the form of an eBook. This type of content can be useful to current clients making it easy for them to access your most popular posts.
  3. Webinars or workshops. You may have hosted a webinar or workshop in the past that could be useful for potential clients visiting your site.
  4. Whitepapers. If you have a specific topic or area your firm specializes in, whitepapers are a great way to show clients how skilled you are and how much you’ll be able to help them.

As you can see above from Twenty Over Ten Client, Estate and Retirement Resources, whitepapers can make great gated content. Simply enter your name, email and phone number to download the free whitepaper, “Preparing for a Satisfying Retirement.

What’s even better is that you can easily gate your content using the Lead Pilot platform with this newest update. There are content block subscribe forms, you can easily customize the content for their pop-ups to be displayed on a particular landing page.

Users can generate branded landing pages and customize the message of the pop-up. By simply adjusting the content block’s different components, you can gate any type of content on any of your landing pages.

By implementing these on your website, you can easily obtain contact information from prospects including name, email address and phone number before the content is displayed for visitors.

Setting Up Gated Content in Lead Pilot:

1. Click this link to go to “Template Design” or scroll to the top right of your screen and hover over your name and user icon.

2. Scroll down and click “Template Design” from the drop-down menu:

Setting up Gated Content using the Subscribe Form

3. Click “Subscribe Form” in the “Content” tools menu to the left:

Setting up Gated Content Using the Subscribe Form

4. Customize the “Subscribe Details” and “Subscribe Success Message” fields:

Setting up Gated Content using the subscribe form

5. Toggle “Subscribe Success Button” on:

Setting up Gated content using the subscribe form

6. Fill out the fields below to customize what your success button will say, as well as link to your downloadable file or external URL (e.g. Calendly, Zoom webinar):

Setting up Gated Content Using the Subscribe Form

7. Test your changes by filling out the form as if you were a landing page visitor:

Setting up Gated Content using the Subscribe form

8. Filling out the form lets you preview the “Subscribe Success Message.” Click the button you’ve linked a URL to in order to ensure that it works:

Setting up Gated Content using the Subscribe Form

9. If you’d like to continue tweaking and testing your form, click “Save” beneath the tools menu and refresh the page to preview and fill out the subscribe form again.

10. Click “Save” a final time once you are satisfied with your changes.

How To Promote Your Gated Content

Promoting your gated content is just as important as creating it. If people don’t know it exists, they won’t know to download it! Like other promotions, social media is a great place to start. Whether you use Facebook, Twitter or LinkedIn, putting out a post with a link to the content will get people checking it out.

Also, consider making use of your current email list and distribute your gated content this way. Doing so will help you engage further with those in your direct target as well as providing more information to them to get them further down the sales funnel.

Another way to promote this content is on your website. One option to promoting gated content on your website is using a well-designed pop-up. We recommend checking out Sumo if you’re looking to create a gated content pop-up. Using a pop-up will draw all visitor’s attention to the gated content, making them more likely to engage. Another way to include gated content on your website is to include it in a relevant blog post. Doing so will direct readers of your blog to take action, download the gated content and become leads.

Finally, you could design a landing page for your gated content to live on. A landing page is a separate webpage with one specific call to action. This allows you to tailor the page’s content directly to your target market keeping it simple and easy to entice visitors to download.

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

Twenty Over Ten Showcase

"The Twenty Over Ten website continues to deliver results, both in activity, and more recently in client acquisition."

Josh Null - Gulf Coast Financial Advisors

Schedule A Demo

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.

✓

Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁