Episode Details

We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.

In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.

Phil details what every advisor should know when contemplating online leads, including:

• Initial hurdles and the trial-and-error learning curve
• Realistic expectations to maximize success
• The importance of having a structured process
• Strategies that focus on high net worth clients 

If you’re looking to grow your pipeline, it may be time to harness the power of online leads.

Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn Here

Join the Systems to Scale Group Coaching Program HERE! 

Register for the Asset+Map Do It Together Webinar HERE! 

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!   

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.