Daily Discovery Calls for Financial Advisors

Roy Furr, TheAdvisorCMO
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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.

  1. 11/14/2025

    🚀 Online Lead Generation for Financial Advisors: 3 Essential Ingredients to Making It Work!

    Online lead generation for financial advisors has completely changed — and most firms are still playing by the old rules. In this episode of Daily Discovery Calls for Financial Advisors, Roy Furr — TheAdvisorCMO — breaks down the three essential ingredients every advisor must understand to make online lead generation work in 2025 and beyond. Discover how to feed the algorithm what it needs, create content that converts, and build a data-driven system that compounds your marketing results instead of wasting your ad budget. Inside this episode, you’ll learn: ✅ The biggest shifts in online lead generation after Meta’s Andromeda Update and the privacy evolution ✅ Why first-party data is now the lifeblood of your digital marketing strategy ✅ How to use Conversion API (CAPI) imports to train the algorithm who your ideal clients really are ✅ The “A-B-C Framework” for creating content that stops the scroll and drives action ✅ Why more creative variation = faster learning, lower costs, and better-qualified leads ✅ How to apply the Time–Budget Continuum to let the algorithm work its magic Roy reveals how the best marketing teams are adapting to this new world — where media buying skills don't matter like they used to, and new rules demand a new approach. If you want to build a predictable client-acquisition system that works with the algorithms (not against them), this episode shows you exactly how. 👉 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 stay ahead of the curve — and learn the strategies top firms use to dominate with online lead generation.

    48 min

  2. 11/07/2025

    🔥 The Leverage Advantage: What Every Financial Advisor Should Know to Scale [Marketing Strategy]

    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 ✅ How to convert manual prospecting into scalable, automated media systems ✅ The leverage move that can 3X your new-client flow without working more hours ✅ Why adopting a "sales multiplied" mindset changes everything for growth-stage RIAs ✅ 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.

    37 min

  3. 10/31/2025

    🏆 “Owned Authority" Financial Advisor Marketing Strategy → Attract Clients as Subject Matter Expert

    Financial advisors: If you want to stand out in a crowded market and attract your ideal clients without relying on lead vendors or endless referrals, this episode is for you. Roy Furr — TheAdvisorCMO — reveals the Owned Authority Marketing Strategy for Financial Advisors, showing how to position yourself as a subject matter expert and trusted authority your market can’t ignore. Inside this episode, you’ll discover: ✅ The difference between Borrowed Authority and Owned Authority — and how building trust that compounds is the only way you want to go, long-term ✅ How to position yourself as a subject matter expert so prospects see you as the obvious choice before you ever meet ✅ The “Fiduciary Marketing” mindset that builds authority through education, not hype (including how to pull it off, step-by-step) ✅ A proven framework for turning your content into conversions that drive measurable new client growth ✅ How to activate your existing database to generate immediate leads — while building long-term, scalable growth Roy also shares real-world stories from half-billion-dollar advisory firms learning to take control of their marketing — and the step-by-step process they’re using to build brand authority, drive daily discovery calls, and dominate their markets with trust-based marketing. 👉 Subscribe to Daily Discovery Calls for Financial Advisors and get your free daily marketing memo at https://www.TheAdvisorCMO.com/memos 🔔 Don’t miss an episode — each one gives you practical frameworks to improve your financial advisor marketing strategy, attract ideal clients, and grow your firm with confidence.

    46 min

  4. 10/23/2025

    ⭐ Compliant Online Reviews for Financial Advisors — Featuring Wealthtender CEO Brian Thorp

    Can financial advisors finally use online reviews and testimonials — compliantly — to grow their firms? In this exclusive interview, TheAdvisorCMO Roy Furr sits down with Brian Thorp, Founder & CEO of Wealthtender, to uncover how compliant online reviews are transforming financial advisor marketing and giving independent RIAs and financial advisors a real competitive edge. Inside this episode, you’ll discover: ✅ The full story behind the SEC Marketing Rule — and what changed after six decades of testimonial bans ✅ Why 83% of prospects check online reviews before contacting a financial advisor — and how only 10% of advisors are taking advantage ✅ How compliant Wealthtender reviews help advisors dominate search, boost trust, and attract ideal clients ✅ The new power of AI answer engines (like ChatGPT) — and how reviews written by real clients feed algorithms to recommend you over competitors ✅ How to safely promote individual testimonials — on your website, in social media, or even on billboards — without crossing compliance lines Brian shares insider data from Wealthtender’s 2025 national study on how Americans find and hire financial advisors — and explains why testimonial marketing is now one of the most underused and highest-ROI strategies in the industry. 📊 Read the 2025 Study on How Americans Find & Hire Financial Advisors: https://wealthtender.com/insights/how-americans-find-and-hire-financial-advisors/ 📘 Download the Testimonial Marketing Playbook for Financial Advisors & Wealth Management Firms: https://wealthtender.com/grow/online-reviews-playbook-download-now/ 👉 Learn more about the Wealthtender Financial Advisor Marketing Platform: https://wealthtender.com/financial-advisor-marketing/ 🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

    58 min

  5. 10/16/2025

    📢 Where Should Financial Advisors Be Advertising Today? → The New Media Strategy You Need Now

    What's the best place for financial advisors to advertise today? It's not an easy question to answer — because today’s world gives you infinite choice and nearly as many ways to waste money. In this episode, Roy Furr — TheAdvisorCMO — reveals the strategy top financial service advertisers use to cut through the noise, choose the right media, and build a marketing system designed to pay off for years to come. Inside this episode, you’ll discover: ✅ The “Big 3” Media Types and how each could help drive consistent growth ✅ The low-threshold vs. high-threshold offer secret — how to match your message to the right media for maximum response ✅ The secret super power of the world's best financial advisor lead generation marketers ✅ The “Owned Media Multiplier” — this could be the secret to making your marketing department far more profitable ✅ Why testing, tracking, and measurable marketing are the only way to scale without burning cash Roy pulls back the curtain on how to choose between Facebook, Google, LinkedIn, direct mail, radio, and TV — and why the best answer usually starts with your offer, not your channel. You’ll walk away knowing how to decide where to advertise, how to measure what’s working, and how to make every campaign pay for itself. 👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery 🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

    52 min

  6. 10/07/2025

    🎥 The Best New Marketing Media for Financial Advisors → Why Video Sales Letters Will Take Over

    The next wave of financial advisor marketing is already here — and it’s built around video sales letters (VSLs). In this episode, Roy Furr — TheAdvisorCMO — reveals why VSLs are the next big digital marketing medium and how financial advisors can use them to turn cold traffic into booked discovery calls. Inside this episode, you’ll discover: ✅ Why video sales letters consistently outperform text-based funnels by 10–100% ✅ How advisors can repurpose their seminar, webinar, or TV content into on-demand client magnets ✅ The psychology that makes people watch, trust, and book — even without ever meeting you ✅ What makes a VSL compliant, credible, and conversion-ready in the financial industry ✅ Proven frameworks to test, scale, and dominate your market with VSL appointment funnels Roy explains how the world’s best online marketers use video sales letters to attract clients — and how forward-thinking financial advisors can adapt the same strategy to grow faster than ever. 👉 Want help developing your financial advisor video sales letter strategy? Visit: https://www.TheAdvisorCMO.com/strategy 🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

    29 min

  7. 09/30/2025

    📊 Financial Advisor Lead Generation → What Fisher Investments Gets Right (& What They Could Improve)

    When it comes to financial advisor lead generation, Fisher Investments is one of the biggest success stories in the industry. With over 360,000 clients and $300B+ AUM, their advertising and lead magnet strategy has made them a true powerhouse. But even giants leave opportunities on the table. In this episode, Roy Furr — TheAdvisorCMO — breaks down what Fisher does brilliantly, and the critical improvements that could help them convert far more of those leads into clients. Inside this episode, you’ll discover: ✅ The genius behind Fisher’s lead magnet funnels — and why they’ve worked so well for decades ✅ Where their follow-up falls flat after the opt-in — and how better nurturing could multiply conversions ✅ Why chasing prospects hurts advisor positioning — and how to flip the script with inbound discovery call offers ✅ How database marketing could turn “cold leads” into future clients worth $100K+ each Roy shows you how even the most successful firms can squeeze more value out of their lead generation — and how you can apply the same lessons to grow your own practice. 👉 Want Roy’s help building your financial advisor lead generation system? Learn more at: https://www.TheAdvisorCMO.com/strategy 🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm.

    37 min

  8. 09/23/2025

    💻 Digital Marketing for Financial Advisors → 5 Big Mistakes Most RIAs Make

    If you're a financial advisor who's investing time, money, and energy into digital marketing, but still not getting results, listen up. In this episode, Roy Furr, TheAdvisorCMO, reveals the 5 biggest mistakes most RIAs make with digital marketing, and how to fix them for better leads, more discovery calls, and consistent growth. Inside this episode, you’ll discover: ✅ Why most advisor “marketing funnels” are stuck in 2010 — and what a real funnel should look like ✅ The trap of “If you build it, they will come” content — and why awareness ≠ results ✅ How fear of selling ruins digital marketing — and the right way to sell tactfully online ✅ Why branding BS won’t save you — and what actually creates client trust ✅ The goldmine under your nose: database and nurture marketing you’re probably ignoring Roy shares real-world examples, stats on media consumption, and the X-factors that separate successful advisor marketing systems from the ones that waste time and money. 👉 To learn more about Roy’s proven system for financial advisor digital marketing, visit: https://www.TheAdvisorCMO.com/system 🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!

    46 min
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About

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.

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