📊 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.