Financial 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 go from working hard to working smart:
✅ Use authority marketing to attract leads.
✅ Fill your calendar with ideal clients.
✅ And grow your book of business.
So you can reclaim hours of your work week. To be more present with your families, friends, and the people that matter most to you.
➡️ Proven strategies, based on $2 billion+ annual production.
➡️ Discovery calls with qualified prospects — every day.
➡️ Attract your ideal clients, who value your expertise.
➡️ Exclusive leads — yours & only yours.
➡️ End-to-end attract & convert process for new clients.
I've helped financial advisors get more clients since 2018. Last year, I helped financial advisors drive 1,000s of leads and over $2 billion in annual production. This is the latest in a 20+ year career focused on getting marketing and sales results. With 15 years in financial marketing.
This is my next project: Help financial advisors get new client appointments daily. Using what works best right now.
If you're an entrepreneurial financial advisor or RIA owner who wants daily new client flow, this is the podcast for you.
And if you'd like to learn more, you can always visit https://www.TheAdvisorCMO.com/daily.
All content for Daily Discovery Calls for Financial Advisors is the property of Roy Furr, TheAdvisorCMO and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial 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 go from working hard to working smart:
✅ Use authority marketing to attract leads.
✅ Fill your calendar with ideal clients.
✅ And grow your book of business.
So you can reclaim hours of your work week. To be more present with your families, friends, and the people that matter most to you.
➡️ Proven strategies, based on $2 billion+ annual production.
➡️ Discovery calls with qualified prospects — every day.
➡️ Attract your ideal clients, who value your expertise.
➡️ Exclusive leads — yours & only yours.
➡️ End-to-end attract & convert process for new clients.
I've helped financial advisors get more clients since 2018. Last year, I helped financial advisors drive 1,000s of leads and over $2 billion in annual production. This is the latest in a 20+ year career focused on getting marketing and sales results. With 15 years in financial marketing.
This is my next project: Help financial advisors get new client appointments daily. Using what works best right now.
If you're an entrepreneurial financial advisor or RIA owner who wants daily new client flow, this is the podcast for you.
And if you'd like to learn more, you can always visit https://www.TheAdvisorCMO.com/daily.
Trailer: Daily Discovery Calls for Financial Advisors
Daily Discovery Calls for Financial Advisors
1 minute
2 months ago
Trailer: Daily Discovery Calls for Financial Advisors
Daily Discovery Calls for Financial Advisors
Financial 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 go from working hard to working smart:
✅ Use authority marketing to attract leads.
✅ Fill your calendar with ideal clients.
✅ And grow your book of business.
So you can reclaim hours of your work week. To be more present with your families, friends, and the people that matter most to you.
➡️ Proven strategies, based on $2 billion+ annual production.
➡️ Discovery calls with qualified prospects — every day.
➡️ Attract your ideal clients, who value your expertise.
➡️ Exclusive leads — yours & only yours.
➡️ End-to-end attract & convert process for new clients.
I've helped financial advisors get more clients since 2018. Last year, I helped financial advisors drive 1,000s of leads and over $2 billion in annual production. This is the latest in a 20+ year career focused on getting marketing and sales results. With 15 years in financial marketing.
This is my next project: Help financial advisors get new client appointments daily. Using what works best right now.
If you're an entrepreneurial financial advisor or RIA owner who wants daily new client flow, this is the podcast for you.
And if you'd like to learn more, you can always visit https://www.TheAdvisorCMO.com/daily.
