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PODCAST

Daily Discovery Calls for Financial Advisors

Roy Furr, TheAdvisorCMO

Financial Advisors: Want new clients booking discovery calls on your calendar every single day? How about a FAST Start method designed to get discovery calls within 7 days, without spending your first $1 on advertising? I designed the Daily Discovery Calls System for financial advisors who are ready for a consistent, scalable source of new clients. Without the exhaustion of manual prospecting. To go from working hard to working smart: ✅ Use authority marketing to attract leads. ✅ Fill your

business marketing

All Episodes

47:59

🚀 Online Lead Generation for Financial Advisors: 3...

Daily Discovery Calls for Financial Advisors ·

2025/11/14

Online lead generation for financial advisors has completely changed — and most firms are still playing by the old rules. In this episode of Daily Discovery Calls for Financial Advisors, Roy Furr — TheAdvisorCMO — breaks down the three essential ingredients every advisor must understand to make online lead generation work in 2025 and beyond.Discover how to feed the algorithm what it needs, create content that converts, and build a data-driven system that compounds your marketing results instead of

en

37:07

🔥 The Leverage Advantage: What Every Financial...

Daily Discovery Calls for Financial Advisors ·

2025/11/07

Most financial advisors don't factor time leverage in their marketing strategy.In this episode of the Daily Discovery Calls for Financial Advisors podcast, Roy Furr — TheAdvisorCMO — breaks down the leverage shift that separates fast-growing RIAs from those stuck chasing prospects one-by-one.Discover how to turn your expertise, message, and sales conversations into scalable media assets that bring in clients without burning advisor hours — and how to redirect “hidden costs” into real marketing that

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46:29

🏆 “Owned Authority" Financial Advisor Marketing...

Daily Discovery Calls for Financial Advisors ·

2025/10/31

Financial advisors: If you want to stand out in a crowded market and attract your ideal clients without relying on lead vendors or endless referrals, this episode is for you. Roy Furr — TheAdvisorCMO — reveals the Owned Authority Marketing Strategy for Financial Advisors, showing how to position yourself as a subject matter expert and trusted authority your market can’t ignore.Inside this episode, you’ll discover:✅ The difference between Borrowed Authority and Owned Authority — and how building

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58:21

⭐ Compliant Online Reviews for Financial Advisors —...

Daily Discovery Calls for Financial Advisors ·

2025/10/23

Can financial advisors finally use online reviews and testimonials — compliantly — to grow their firms? In this exclusive interview, TheAdvisorCMO Roy Furr sits down with Brian Thorp, Founder & CEO of Wealthtender, to uncover how compliant online reviews are transforming financial advisor marketing and giving independent RIAs and financial advisors a real competitive edge.Inside this episode, you’ll discover:✅ The full story behind the SEC Marketing Rule — and what changed after six decades of

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51:39

📢 Where Should Financial Advisors Be Advertising...

Daily Discovery Calls for Financial Advisors ·

2025/10/16

What's the best place for financial advisors to advertise today? It's not an easy question to answer — because today’s world gives you infinite choice and nearly as many ways to waste money. In this episode, Roy Furr — TheAdvisorCMO — reveals the strategy top financial service advertisers use to cut through the noise, choose the right media, and build a marketing system designed to pay off for years to come.Inside this episode, you’ll discover:✅ The “Big 3” Media Types and how each could help drive

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28:48

🎥 The Best New Marketing Media for Financial Advisors...

Daily Discovery Calls for Financial Advisors ·

2025/10/07

The next wave of financial advisor marketing is already here — and it’s built around video sales letters (VSLs). In this episode, Roy Furr — TheAdvisorCMO — reveals why VSLs are the next big digital marketing medium and how financial advisors can use them to turn cold traffic into booked discovery calls.Inside this episode, you’ll discover:✅ Why video sales letters consistently outperform text-based funnels by 10–100%✅ How advisors can repurpose their seminar, webinar, or TV content into on-demand

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37:27

📊 Financial Advisor Lead Generation → What Fisher...

Daily Discovery Calls for Financial Advisors ·

2025/09/30

When it comes to financial advisor lead generation, Fisher Investments is one of the biggest success stories in the industry. With over 360,000 clients and $300B+ AUM, their advertising and lead magnet strategy has made them a true powerhouse. But even giants leave opportunities on the table. In this episode, Roy Furr — TheAdvisorCMO — breaks down what Fisher does brilliantly, and the critical improvements that could help them convert far more of those leads into clients.Inside this episode, you’ll

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46:09

💻 Digital Marketing for Financial Advisors → 5 Big...

Daily Discovery Calls for Financial Advisors ·

2025/09/23

If you're a financial advisor who's investing time, money, and energy into digital marketing, but still not getting results, listen up. In this episode, Roy Furr, TheAdvisorCMO, reveals the 5 biggest mistakes most RIAs make with digital marketing, and how to fix them for better leads, more discovery calls, and consistent growth.Inside this episode, you’ll discover:✅ Why most advisor “marketing funnels” are stuck in 2010 — and what a real funnel should look like✅ The trap of “If you build it, they

en

55:39

📞 Lead Generation for Financial Advisors → Should You...

Daily Discovery Calls for Financial Advisors ·

2025/09/16

If you want clients for your RIA, you need leads. But what's the best way to get them? Financial advisor lead generation services (e.g. SmartAsset)? Or building out your own lead generation marketing? In this episode, Roy Furr — TheAdvisorCMO — breaks down the truth about lead generation for financial advisors and helps you decide which path (or combination) is right for your firm.Inside this episode, you’ll discover:✅ The pros and cons of buying financial advisor leads — it may be faster and

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36:35

📝 Financial Advisor Marketing Plan Checklist → What...

Daily Discovery Calls for Financial Advisors ·

2025/09/07

Do you have a clear marketing plan for your financial advisory firm? If not, you’re not alone — 70% of advisors don’t. But those who do enjoy 168% more leads each month, onboard 50% more clients per year, and feel far more confident about growth.In this episode, Roy Furr — TheAdvisorCMO — walks you step-by-step through a strategic marketing plan checklist designed for financial advisors who want predictable growth.Inside this episode, you’ll discover:✅ 9 Marketing Plan Essentials — what your

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01:01:34

💸 Money Models for Financial Advisors → The Secret To...

Daily Discovery Calls for Financial Advisors ·

2025/09/02

Could you be self-sabotaging your growth, with simple math? In this episode, Roy Furr — TheAdvisorCMO — breaks down the math that quietly decides who wins client acquisition: your first-90-day value, money models, and how much you can afford to spend to get a client. Inside this episode, you’ll discover:✅ The 90-Day Value Advantage — how advisors who've engineered their business to front-load revenue multiply their marketing budget to create an unfair advantage. ✅ Money Models that Scale — how

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53:16

🚀 3 Perfect Lead Generation Funnels for Financial...

Daily Discovery Calls for Financial Advisors ·

2025/08/26

Are you struggling to generate a steady flow of qualified leads for your financial advisory business? In this masterclass episode, Roy Furr — TheAdvisorCMO — reveals three proven lead generation funnels you can use right now to attract ideal clients, book more discovery calls, and grow your firm.Inside this episode, you’ll discover:✅ The Book-a-Call Funnel — how to convert your hottest leads into booked discovery calls today.✅ The Video-to-Appointment Funnel (VSL) — why this is Roy’s favorite funnel

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52:25

Financial Advisors: Want new discovery calls booked...

Daily Discovery Calls for Financial Advisors ·

2025/08/21

I help entrepreneurial, growth-driven financial advisors book discovery calls with ideal new clients, every day of the week. This is how I do it.Want more? Go here: 🔗 https://www.TheAdvisorCMO.com/podcast

en

26:35

How we make buying decisions has fundamentally...

Daily Discovery Calls for Financial Advisors ·

2025/08/21

Last year, I helped financial advisors generate 1,000s of qualified leads, and over $2 billion in production. Now I'm starting over from scratch. This is the origin story of TheAdvisorCMO.Want more? Go here: 🔗 https://www.TheAdvisorCMO.com/podcast

en

01:01:20

From $2 Billion Production… to Starting From Scratch...

Daily Discovery Calls for Financial Advisors ·

2025/08/21

Last year, I helped financial advisors generate 1,000s of qualified leads, and over $2 billion in production. Now I'm starting over from scratch. This is the origin story of TheAdvisorCMO.Want more? Go here: 🔗 https://www.TheAdvisorCMO.com/podcast

en

01:00

Trailer: Daily Discovery Calls for Financial Advisors

Daily Discovery Calls for Financial Advisors ·

2025/08/15

A brand new podcast for financial advisors — to help you book discovery calls daily!Proven financial advisor marketing and lead generation strategies, and lessons learned from 1,000s of leads and $2 billion+ in annual production.From Roy Furr, TheAdvisorCMO:https://www.TheAdvisorCMO.com

en

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