Daily Discovery Calls for Financial Advisors
Roy Furr, TheAdvisorCMOFinancial Advisors: Want new clients booking discovery calls on your calendar every single day? How about a FAST Start method designed to get discovery calls within 7 days, without spending your first $1 on advertising? I designed the Daily Discovery Calls System for financial advisors who are ready for a consistent, scalable source of new clients. Without the exhaustion of manual prospecting. To ... more
| Publishes | Weekly | Episodes | 12 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipMarketing | |||
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Latest Episodes
What's the best place for financial advisors to advertise today? It's not an easy question to answer — because today’s world gives you infinite choice and nearly as many ways to waste money.
In this episode, Roy Furr — TheAdvisorCMO — reveals the s... more
The next wave of financial advisor marketing is already here — and it’s built around video sales letters (VSLs).
In this episode, Roy Furr — TheAdvisorCMO — reveals why VSLs are the next big digital marketing medium and how financial advisors can u... more
When it comes to financial advisor lead generation, Fisher Investments is one of the biggest success stories in the industry. With over 360,000 clients and $300B+ AUM, their advertising and lead magnet strategy has made them a true powerhouse.
But ... more
If you're a financial advisor who's investing time, money, and energy into digital marketing, but still not getting results, listen up. In this episode, Roy Furr, TheAdvisorCMO, reveals the 5 biggest mistakes most RIAs make with digital marketing, an... more
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 — bre... more
Do you have a clear marketing plan for your financial advisory firm? If not, you’re not alone — 70% of advisors don’t. But those who do enjoy 168% more leads each month, onboard 50% more clients per year, and feel far more confident about growth.
In... more
Could you be self-sabotaging your growth, with simple math? In this episode, Roy Furr — TheAdvisorCMO — breaks down the math that quietly decides who wins client acquisition: your first-90-day value, money models, and how much you can afford to spend... more
Are you struggling to generate a steady flow of qualified leads for your financial advisory business? In this masterclass episode, Roy Furr — TheAdvisorCMO — reveals three proven lead generation funnels you can use right now to attract ideal clients,... more
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| Listeners per Episode | Gender Skew | Location | |||
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