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.