What’s Actually Working Now in Financial Advisor Lead Generation

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Four lead generation companies share what's working now at the Jolt conference in this 30-minute rapid-fire session.

Representatives from SmartAsset, Wiser Advisor, Leading Response, and Clients Blackbox Inc. each present their distinct approaches to advisor lead generation—from live events that drove 25% of advisor production last year to Facebook video funnels booking 30,000+ retirement planning appointments. The session covers key metrics like the $250-350 cost per appointment sweet spot, why successful firms convert leads that are 6+ months old, and includes a case study of an advisor who went from $100K to $300K monthly revenue in five months.

What’s Actually Working Now in Financial Advisor Lead Generation

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