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:
This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.
What is Steal My Strategy?
Financial services marketing needs a jolt!
We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.
The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.