Daily Discovery Calls for Financial Advisors

🤷 How we make buying decisions has fundamentally changed → Financial advisors can ADAPT or DIE


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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

âś… How to build marketing that fosters trust and accelerates conversions

Roy 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!

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Daily Discovery Calls for Financial AdvisorsBy Roy Furr, TheAdvisorCMO