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.
Practice Growth
What’s Actually Working Now in Financial Advisor Lead Generation
Four lead generation companies share what's working now at the Jolt conference in this 30-minute rapid-fire session.
Practice Growth Advisor Solutions Marketplace
