50 Leads Per Month: 3 Advisors Share The Secrets Behind Their Firms Million-Dollar Growth and Success
Update: 2024-03-21
Description
Generating fresh leads is essential to growing a financial firm.
But how do you actually do it?
In most cases, it takes months and years to build lead-gen systems that really work.
But you can shortcut that timeline by learning from advisors who have already done it.
In this special episode, Robert Sofia interviewed 3 advisors who generate 50-200+ leads per month and asked them to share their secrets.
Guest List:
- Jennifer Lawson | Director of Client Experience, Russell Total Wealth & Wellness
- Christopher Mediate | President & Financial Advisor, Mediate Financial Services, Inc.
- Patrick Strubbe | Founder & Managing Partner, Preservation Specialists, LLC.
We Explore:
- How they consistently fill their pipeline with fresh leads, 24/7
- The follow-up systems used to convert leads into booked appointments and clients
- The highest converting traffic sources for lead gen in 2024 (and the ones to avoid at all costs)
- And so much more!
Links to Check Out:
- Download your copy of the 2024 State of Digital Report
This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
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