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201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

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)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!