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Most financial advisors don't factor time leverage in their marketing strategy.
In this episode of the Daily Discovery Calls for Financial Advisors podcast, Roy Furr — TheAdvisorCMO — breaks down the leverage shift that separates fast-growing RIAs from those stuck chasing prospects one-by-one.
Discover how to turn your expertise, message, and sales conversations into scalable media assets that bring in clients without burning advisor hours — and how to redirect “hidden costs” into real marketing that compounds.
Inside this episode, you’ll learn:
✅ Why Kitces data proves most advisors are secretly overspending to acquire clients — and don’t know it
âś… How to convert manual prospecting into scalable, automated media systems
âś… The leverage move that can 3X your new-client flow without working more hours
âś… Why adopting a "sales multiplied" mindset changes everything for growth-stage RIAs
âś… How content + paid traffic + database nurturing create unstoppable momentum
✅ The right way to package “first-meeting scripts” into assets that pre-sell for you
Roy shares real math, real leverage models, and the RIA growth frameworks used by firms scaling faster than the industry — all while spending less advisor time on lead gen and more time converting ready-to-go prospects.
Whether you want to free up your time, scale your team, or build a marketing system that compounds, this episode gives you the mindset and structure to win with your financial advisor marketing strategy.
👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to book: https://www.TheAdvisorCMO.com/discovery
🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to build a scalable, leverage-driven client acquisition system — and become the firm prospects choose before they ever call anyone else.
By Roy Furr, TheAdvisorCMOMost financial advisors don't factor time leverage in their marketing strategy.
In this episode of the Daily Discovery Calls for Financial Advisors podcast, Roy Furr — TheAdvisorCMO — breaks down the leverage shift that separates fast-growing RIAs from those stuck chasing prospects one-by-one.
Discover how to turn your expertise, message, and sales conversations into scalable media assets that bring in clients without burning advisor hours — and how to redirect “hidden costs” into real marketing that compounds.
Inside this episode, you’ll learn:
✅ Why Kitces data proves most advisors are secretly overspending to acquire clients — and don’t know it
âś… How to convert manual prospecting into scalable, automated media systems
âś… The leverage move that can 3X your new-client flow without working more hours
âś… Why adopting a "sales multiplied" mindset changes everything for growth-stage RIAs
âś… How content + paid traffic + database nurturing create unstoppable momentum
✅ The right way to package “first-meeting scripts” into assets that pre-sell for you
Roy shares real math, real leverage models, and the RIA growth frameworks used by firms scaling faster than the industry — all while spending less advisor time on lead gen and more time converting ready-to-go prospects.
Whether you want to free up your time, scale your team, or build a marketing system that compounds, this episode gives you the mindset and structure to win with your financial advisor marketing strategy.
👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to book: https://www.TheAdvisorCMO.com/discovery
🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to build a scalable, leverage-driven client acquisition system — and become the firm prospects choose before they ever call anyone else.