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.
Episodes
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:
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.