Lead Magnets That Convert in 2026: How AI Is Changing Lead Generation for Advisors

In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down the dramatic shift happening in lead magnets for financial advisors in 2026. Generic retirement guides and broad educational PDFs no longer convert in an AI‑driven world where consumers want speed, clarity, and personalization. Mark explains why specificity beats size, how identity‑based marketing increases…