Most advisors jump straight into prospecting without realizing they have a leaky bucket. This episode shows you how to fix the foundational cracks first, by building presence, creating process, and only then prospecting with confidence. From understanding marketing ROI to using intent data and AI automation, you'll walk away with a smarter, more scalable strategy.

In this episode, you’ll learn:

🌐 Why web presence is non-negotiable, and how to get it right 🔁 How to build marketing systems that run without you

⏱️ The critical “5-minute rule” that changes lead conversion

🤖 How AI, automation, and real-time data can do the heavy lifting

💡 What most advisors get wrong about SEO and social media

📊 Why process beats hustle, and how to stop wasting your marketing budget

This isn’t just about working harder. It’s about working smarter and setting up a system that brings qualified leads to you.

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