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Are you investing in lead generation but not seeing results?
SmartAsset, Facebook ads, seminars, LinkedIn, internet leads — here’s the truth: they all work, and they all fail. The difference is not the platform. It’s the execution and commitment.
In this episode, we break down the six month rule for judging marketing, how to calculate lifetime client value, why systemization must come before scaling, and what actually converts in seminars, webinars, and online leads. We also explain why most advisors quit too early and lose momentum.
If you want a realistic framework for scaling lead generation the right way, this episode is for you.
Time Stamps:
- Introduction (0:00)
- The Blanket Statement: It All Works (2:19)
- Internet Lead Gen Programs (2:51)
- The Six Month Rule (3:34)
- Systemization is Critical (4:52)
- Don't Try to DIY Lead Gen (6:17)
- Lifetime Value Calculations (7:53)
- Expect to Burn Cash at First (10:17)
- Seminars and Webinars (12:20)
- Don't Do Q&A Sessions (14:05)
- Four Core Elements of Workshops (15:34)
- LinkedIn Strategy (17:46)
- Why Cold Calling Doesn't Work (20:00)
- Final Recap and Advice (21:54)
- Closing (23:25)
Related: Beyond CPAs: High-Value Centers of Influence That Refer 10X More Clients