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.

► Find more Steal My Strategy Episodes at:
https://link.chtbl.com/U9R2Mieo

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: https://snappykraken.com/state-of-dig...

This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.