Daily Discovery Calls for Financial Advisors

Online lead generation for financial advisors has completely changed — and most firms are still playing by the old rules. In this episode of Daily Discovery Calls for Financial Advisors, Roy Furr — TheAdvisorCMO — breaks down the three essential ingredients every advisor must understand to make online lead generation work in 2025 and beyond.Discover how to feed the algorithm what it needs, create content that converts, and build a data-driven system that compounds your marketing results instead of wasting your ad budget.Inside this episode, you’ll learn:✅ The biggest shifts in online lead generation after Meta’s Andromeda Update and the privacy evolution✅ Why first-party data is now the lifeblood of your digital marketing strategy✅ How to use Conversion API (CAPI) imports to train the algorithm who your ideal clients really are✅ The “A-B-C Framework” for creating content that stops the scroll and drives action✅ Why more creative variation = faster learning, lower costs, and better-qualified leads✅ How to apply the Time–Budget Continuum to let the algorithm work its magicRoy reveals how the best marketing teams are adapting to this new world — where media buying skills don't matter like they used to, and new rules demand a new approach.If you want to build a predictable client-acquisition system that works with the algorithms (not against them), this episode shows you exactly how.👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to bookhttps://www.TheAdvisorCMO.com/discovery🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to stay ahead of the curve — and learn the strategies top firms use to dominate with online lead generation.

Most financial advisors don't factor time leverage in their marketing strategy.In this episode of the Daily Discovery Calls for Financial Advisors podcast, Roy Furr — TheAdvisorCMO — breaks down the leverage shift that separates fast-growing RIAs from those stuck chasing prospects one-by-one.Discover how to turn your expertise, message, and sales conversations into scalable media assets that bring in clients without burning advisor hours — and how to redirect “hidden costs” into real marketing that compounds.Inside this episode, you’ll learn:✅ Why Kitces data proves most advisors are secretly overspending to acquire clients — and don’t know it✅ How to convert manual prospecting into scalable, automated media systems✅ The leverage move that can 3X your new-client flow without working more hours✅ Why adopting a "sales multiplied" mindset changes everything for growth-stage RIAs✅ How content + paid traffic + database nurturing create unstoppable momentum✅ The right way to package “first-meeting scripts” into assets that pre-sell for youRoy shares real math, real leverage models, and the RIA growth frameworks used by firms scaling faster than the industry — all while spending less advisor time on lead gen and more time converting ready-to-go prospects.Whether you want to free up your time, scale your team, or build a marketing system that compounds, this episode gives you the mindset and structure to win with your financial advisor marketing strategy.👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to book: https://www.TheAdvisorCMO.com/discovery🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to build a scalable, leverage-driven client acquisition system — and become the firm prospects choose before they ever call anyone else.

Financial advisors: If you want to stand out in a crowded market and attract your ideal clients without relying on lead vendors or endless referrals, this episode is for you. Roy Furr — TheAdvisorCMO — reveals the Owned Authority Marketing Strategy for Financial Advisors, showing how to position yourself as a subject matter expert and trusted authority your market can’t ignore.Inside this episode, you’ll discover:✅ The difference between Borrowed Authority and Owned Authority — and how building trust that compounds is the only way you want to go, long-term✅ How to position yourself as a subject matter expert so prospects see you as the obvious choice before you ever meet✅ The “Fiduciary Marketing” mindset that builds authority through education, not hype (including how to pull it off, step-by-step)✅ A proven framework for turning your content into conversions that drive measurable new client growth✅ How to activate your existing database to generate immediate leads — while building long-term, scalable growthRoy also shares real-world stories from half-billion-dollar advisory firms learning to take control of their marketing — and the step-by-step process they’re using to build brand authority, drive daily discovery calls, and dominate their markets with trust-based marketing.👉 Subscribe to Daily Discovery Calls for Financial Advisors and get your free daily marketing memo at https://www.TheAdvisorCMO.com/memos🔔 Don’t miss an episode — each one gives you practical frameworks to improve your financial advisor marketing strategy, attract ideal clients, and grow your firm with confidence.

Can financial advisors finally use online reviews and testimonials — compliantly — to grow their firms? In this exclusive interview, TheAdvisorCMO Roy Furr sits down with Brian Thorp, Founder & CEO of Wealthtender, to uncover how compliant online reviews are transforming financial advisor marketing and giving independent RIAs and financial advisors a real competitive edge.Inside this episode, you’ll discover:✅ The full story behind the SEC Marketing Rule — and what changed after six decades of testimonial bans✅ Why 83% of prospects check online reviews before contacting a financial advisor — and how only 10% of advisors are taking advantage✅ How compliant Wealthtender reviews help advisors dominate search, boost trust, and attract ideal clients✅ The new power of AI answer engines (like ChatGPT) — and how reviews written by real clients feed algorithms to recommend you over competitors✅ How to safely promote individual testimonials — on your website, in social media, or even on billboards — without crossing compliance linesBrian shares insider data from Wealthtender’s 2025 national study on how Americans find and hire financial advisors — and explains why testimonial marketing is now one of the most underused and highest-ROI strategies in the industry.📊 Read the 2025 Study on How Americans Find & Hire Financial Advisors: https://wealthtender.com/insights/how-americans-find-and-hire-financial-advisors/📘 Download the Testimonial Marketing Playbook for Financial Advisors & Wealth Management Firms: https://wealthtender.com/grow/online-reviews-playbook-download-now/👉 Learn more about the Wealthtender Financial Advisor Marketing Platform: https://wealthtender.com/financial-advisor-marketing/🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 strategy top financial service advertisers use to cut through the noise, choose the right media, and build a marketing system designed to pay off for years to come.Inside this episode, you’ll discover:✅ The “Big 3” Media Types and how each could help drive consistent growth✅ The low-threshold vs. high-threshold offer secret — how to match your message to the right media for maximum response✅ The secret super power of the world's best financial advisor lead generation marketers✅ The “Owned Media Multiplier” — this could be the secret to making your marketing department far more profitable✅ Why testing, tracking, and measurable marketing are the only way to scale without burning cashRoy pulls back the curtain on how to choose between Facebook, Google, LinkedIn, direct mail, radio, and TV — and why the best answer usually starts with your offer, not your channel. You’ll walk away knowing how to decide where to advertise, how to measure what’s working, and how to make every campaign pay for itself.👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 use them to turn cold traffic into booked discovery calls.Inside this episode, you’ll discover:✅ Why video sales letters consistently outperform text-based funnels by 10–100%✅ How advisors can repurpose their seminar, webinar, or TV content into on-demand client magnets✅ The psychology that makes people watch, trust, and book — even without ever meeting you✅ What makes a VSL compliant, credible, and conversion-ready in the financial industry✅ Proven frameworks to test, scale, and dominate your market with VSL appointment funnelsRoy explains how the world’s best online marketers use video sales letters to attract clients — and how forward-thinking financial advisors can adapt the same strategy to grow faster than ever.👉 Want help developing your financial advisor video sales letter strategy? Visit: https://www.TheAdvisorCMO.com/strategy🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 even giants leave opportunities on the table. In this episode, Roy Furr — TheAdvisorCMO — breaks down what Fisher does brilliantly, and the critical improvements that could help them convert far more of those leads into clients.Inside this episode, you’ll discover:✅ The genius behind Fisher’s lead magnet funnels — and why they’ve worked so well for decades✅ Where their follow-up falls flat after the opt-in — and how better nurturing could multiply conversions✅ Why chasing prospects hurts advisor positioning — and how to flip the script with inbound discovery call offers✅ How database marketing could turn “cold leads” into future clients worth $100K+ eachRoy shows you how even the most successful firms can squeeze more value out of their lead generation — and how you can apply the same lessons to grow your own practice.👉 Want Roy’s help building your financial advisor lead generation system? Learn more at: https://www.TheAdvisorCMO.com/strategy🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm.

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, and how to fix them for better leads, more discovery calls, and consistent growth.Inside this episode, you’ll discover:✅ Why most advisor “marketing funnels” are stuck in 2010 — and what a real funnel should look like✅ The trap of “If you build it, they will come” content — and why awareness ≠ results✅ How fear of selling ruins digital marketing — and the right way to sell tactfully online✅ Why branding BS won’t save you — and what actually creates client trust✅ The goldmine under your nose: database and nurture marketing you’re probably ignoringRoy shares real-world examples, stats on media consumption, and the X-factors that separate successful advisor marketing systems from the ones that waste time and money.👉 To learn more about Roy’s proven system for financial advisor digital marketing, 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!

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!

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 this episode, Roy Furr — TheAdvisorCMO — walks you step-by-step through a strategic marketing plan checklist designed for financial advisors who want predictable growth.Inside this episode, you’ll discover:✅ 9 Marketing Plan Essentials — what your marketing plan MUST contain, to maximize potential success…✅ 3 Bonus Breakthroughs — clarity on numbers, money models, and team capacity that can multiply growth…✅ Real-World Results — the research-backed results of firms who create strategic marketing plans…Roy also shares the influences behind this framework (Dan Kennedy, Jay Abraham, Alan Dib, and more) and explains why planning is just as critical in marketing as it is in retirement.👉 Want Roy’s help creating your own strategic marketing plan? Learn more at: https://www.TheAdvisorCMO.com/strategy🔔 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!

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 to get a client. Inside this episode, you’ll discover:✅ The 90-Day Value Advantage — how advisors who've engineered their business to front-load revenue multiply their marketing budget to create an unfair advantage. ✅ Money Models that Scale — how AUM-only vs. AUM+planning fee vs. blended annuity/AUM structures change your allowable CAC and growth ceiling (with simple, illustrative math). ✅ Powerful lessons from Dan Kennedy, Alex Hormozi, and Perry Marshall — how to outspend (and outperform) competitors by fixing the “economics” of your business, plus the 15% rule for rapid growth. Roy shares clear examples, common pitfalls (like “race to the bottom” fees), and the X-factors that make each model work — including how to justify higher upfront cost ethically so it's win-win for both you and clients. 👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

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, book more discovery calls, and grow your firm.Inside this episode, you’ll discover:✅ The Book-a-Call Funnel — how to convert your hottest leads into booked discovery calls today.✅ The Video-to-Appointment Funnel (VSL) — why this is Roy’s favorite funnel for turning curious prospects into qualified appointments.✅ The Lead Magnet Funnel — how to capture tomorrow’s clients before your competitors even know they’re looking.Roy shares real-world examples, insider strategies, and the X-factors that make each funnel work — including how to package your discovery call into a desirable, irresistible offer that pre-retirees want to sign up for.Whether you want to close clients fast, expand your reach, or build a pipeline of future business, this episode will show you the exact frameworks you can start using today.👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

Are you tired of struggling to get consistent appointments with qualified prospects? In this episode, Roy Furr — TheAdvisorCMO — reveals his proven Daily Discovery Call System that helps financial advisors attract ideal clients and book discovery calls every single day.Inside this episode, you’ll discover:✅ The 3 critical marketing functions every advisor’s system must fulfill✅ Why most financial advisor marketing fails — and how to fix it✅ The step-by-step framework behind Roy’s Daily Discovery Call SystemRoy shares insider strategies, real-world examples, and the principles behind building a marketing system that not only gets you more leads today, but keeps your calendar full long-term with high-quality prospects.Whether you want more consistent discovery calls, a system that scales, or a better way to attract your ideal clients, this episode shows you exactly how to build it.👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

The internet has completely changed how your prospects decide whether to work with you. In this episode, Roy Furr — TheAdvisorCMO — reveals what Google’s data shows about today’s buying process, and why financial advisors must adapt their marketing or risk being left behind.Inside this episode, you’ll discover:✅ Google’s “7-11-4 Rule” and what it means for financial advisors✅ Why one-shot advertising no longer works — and what to do instead✅ How to build marketing that fosters trust and accelerates conversionsRoy explains the new reality of client decision-making, why referrals close faster than marketing leads, and how advisors can shorten the sales cycle by creating marketing systems that educate, nurture, and convert ideal clients.If you want more discovery calls — and to thrive in today’s marketplace — this episode shows you how to build marketing that works with today’s buyer, not against them.👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

Every great brand has a beginning — and this is the deeply personal, behind-the-scenes story of how Roy Furr went from generating over $2 billion in production for financial advisors… to starting over completely from scratch.In this vulnerable and revealing episode, Roy shares:✅ His 20+ year journey in direct-response marketing (including work with the world’s top financial publishers and marketers)✅ How he helped financial advisors generate thousands of leads and daily discovery calls✅ The turning point that forced him to rebuild — and launch TheAdvisorCMO✅ The powerful marketing lessons he carried forward (offers, systems, and processes that actually drive results)This isn’t just an origin story. It’s also packed with timeless lessons on marketing systems, compelling offers, and why the right process matters more than any single tactic.👉 Plus, get Roy’s free 12-minute training on creating a “Desirable Discovery Call” offer at: https://www.TheAdvisorCMO.com/discovery🔔 Subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you get more of your ideal clients booking calls every single day.

A brand new podcast for financial advisors — to help you book discovery calls daily!Proven financial advisor marketing and lead generation strategies, and lessons learned from 1,000s of leads and $2 billion+ in annual production.From Roy Furr, TheAdvisorCMO:https://www.TheAdvisorCMO.com