ABOUT THIS EPISODE
If you want clients for your RIA, you need leads. But what's the best way to get them? Financial advisor lead generation services (e.g. SmartAsset)? Or building out your own lead generation marketing?
In this episode, Roy Furr — TheAdvisorCMO — breaks down the truth about lead generation for financial advisors and helps you decide which path (or combination) is right for your firm.
Inside this episode, you’ll discover:
✅ The pros and cons of buying financial advisor leads — it may be faster and easier, but at what cost?
✅ How to build your own lead generation funnels — and why it creates stronger authority, differentiation, and long-term control
✅ A third option: can you have the best of both worlds?
Think lead generation services are making promises that are "too good to be true?" See for yourself how some advisors are scaling at 50%+ CAGR, with these as a primary lead source. But does that mean they're a fit for you?
Discover higher-level thinking. Unique strategies for different lead generation strategies for financial advisors. How to track success. And a whole lot more.
👉 To see Roy’s full marketing system for attracting, nurturing, and converting ideal clients, visit: https://www.TheAdvisorCMO.com/system
🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!
