61 min listen
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
48 minutes
Released:
Jun 25, 2024
Format:
Podcast episode
Description
We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.Phil details what every advisor should know when contemplating online leads, including:Initial hurdles and the trial-and-error learning curveRealistic expectations to maximize successThe importance of having a structured processStrategies that focus on high net worth clients If you’re looking to grow your pipeline, it may be time to harness the power of online leads. Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! ?—----------------------------------------LINKS FROM THIS EPISODEGet on the Systems to Scale Group Coaching Waitlist HereLearn More about SmartAsset Here and Mention Philip’s nameConnect with Philip on LinkedIn HereSchool of Podcasting -Launch, Grow, Monetize Your PodcastYou’re don't know where to learn to podcast. Now You do. Click the link.Listen on: Apple Podcasts Spotify Life Money & More A Podcast About Life, and Money. Hosted by Youtuber, and Real Estate Agent Sage WeissListen on: Apple Podcasts SpotifyGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jun 25, 2024
Format:
Podcast episode
Titles in the series (100)
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) by The Efficient Advisor: Tactical Business Advice for Financial Planners