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.

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.

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.