In this video, Alex explains why previously successful Facebook ad strategies are no longer delivering consistent results. The underlying issue is how platforms now surface competing advisors to prospects immediately after engagement, increasing comparison and compressing decision timelines.
The discussion reframes success around clarity, speed, and reduced friction rather than long nurture paths. The takeaway is that advisor marketing systems must evolve alongside platform behavior to remain effective.
Related: ROI per Advisor: The Hidden Metric Every RIA Leader Should Track (But Doesn’t)