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 trust that compounds is the only way you want to go, long-term

✅ How to position yourself as a subject matter expert so prospects see you as the obvious choice before you ever meet

✅ The “Fiduciary Marketing” mindset that builds authority through education, not hype (including how to pull it off, step-by-step)

✅ A proven framework for turning your content into conversions that drive measurable new client growth

✅ How to activate your existing database to generate immediate leads — while building long-term, scalable growth

Roy also shares real-world stories from half-billion-dollar advisory firms learning to take control of their marketing — and the step-by-step process they’re using to build brand authority, drive daily discovery calls, and dominate their markets with trust-based marketing.

👉 Subscribe to Daily Discovery Calls for Financial Advisors and get your free daily marketing memo at https://www.TheAdvisorCMO.com/memos

🔔 Don’t miss an episode — each one gives you practical frameworks to improve your financial advisor marketing strategy, attract ideal clients, and grow your firm with confidence.

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 testimonial bans

✅ Why 83% of prospects check online reviews before contacting a financial advisor — and how only 10% of advisors are taking advantage

✅ How compliant Wealthtender reviews help advisors dominate search, boost trust, and attract ideal clients

✅ The new power of AI answer engines (like ChatGPT) — and how reviews written by real clients feed algorithms to recommend you over competitors

✅ How to safely promote individual testimonials — on your website, in social media, or even on billboards — without crossing compliance lines

Brian shares insider data from Wealthtender’s 2025 national study on how Americans find and hire financial advisors — and explains why testimonial marketing is now one of the most underused and highest-ROI strategies in the industry.

📊 Read the 2025 Study on How Americans Find & Hire Financial Advisors: https://wealthtender.com/insights/how-americans-find-and-hire-financial-advisors/

📘 Download the Testimonial Marketing Playbook for Financial Advisors & Wealth Management Firms: https://wealthtender.com/grow/online-reviews-playbook-download-now/

👉 Learn more about the Wealthtender Financial Advisor Marketing Platform: https://wealthtender.com/financial-advisor-marketing/

🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 consistent growth

✅ The low-threshold vs. high-threshold offer secret — how to match your message to the right media for maximum response

✅ The secret super power of the world's best financial advisor lead generation marketers

✅ The “Owned Media Multiplier” — this could be the secret to making your marketing department far more profitable

✅ Why testing, tracking, and measurable marketing are the only way to scale without burning cash

Roy pulls back the curtain on how to choose between Facebook, Google, LinkedIn, direct mail, radio, and TV — and why the best answer usually starts with your offer, not your channel.

You’ll walk away knowing how to decide where to advertise, how to measure what’s working, and how to make every campaign pay for itself.

👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery

🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 client magnets

✅ The psychology that makes people watch, trust, and book — even without ever meeting you

✅ What makes a VSL compliant, credible, and conversion-ready in the financial industry

✅ Proven frameworks to test, scale, and dominate your market with VSL appointment funnels

Roy explains how the world’s best online marketers use video sales letters to attract clients — and how forward-thinking financial advisors can adapt the same strategy to grow faster than ever.

👉 Want help developing your financial advisor video sales letter strategy? Visit: https://www.TheAdvisorCMO.com/strategy

🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.

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 discover:

✅ The genius behind Fisher’s lead magnet funnels — and why they’ve worked so well for decades

✅ Where their follow-up falls flat after the opt-in — and how better nurturing could multiply conversions

✅ Why chasing prospects hurts advisor positioning — and how to flip the script with inbound discovery call offers

✅ How database marketing could turn “cold leads” into future clients worth $100K+ each

Roy shows you how even the most successful firms can squeeze more value out of their lead generation — and how you can apply the same lessons to grow your own practice.

👉 Want Roy’s help building your financial advisor lead generation system? Learn more at: https://www.TheAdvisorCMO.com/strategy

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm.

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 will come” content — and why awareness ≠ results

✅ How fear of selling ruins digital marketing — and the right way to sell tactfully online

✅ Why branding BS won’t save you — and what actually creates client trust

✅ The goldmine under your nose: database and nurture marketing you’re probably ignoring

Roy shares real-world examples, stats on media consumption, and the X-factors that separate successful advisor marketing systems from the ones that waste time and money.

👉 To learn more about Roy’s proven system for financial advisor digital marketing, visit: https://www.TheAdvisorCMO.com/system

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!

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 easier, but at what cost?

✅ How to build your own lead generation funnels — and why it creates stronger authority, differentiation, and long-term control

✅ A third option: can you have the best of both worlds?

Think lead generation services are making promises that are "too good to be true?" See for yourself how some advisors are scaling at 50%+ CAGR, with these as a primary lead source. But does that mean they're a fit for you?

Discover higher-level thinking. Unique strategies for different lead generation strategies for financial advisors. How to track success. And a whole lot more.

👉 To see Roy’s full marketing system for attracting, nurturing, and converting ideal clients, visit: https://www.TheAdvisorCMO.com/system

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!

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 marketing plan MUST contain, to maximize potential success…

✅ 3 Bonus Breakthroughs — clarity on numbers, money models, and team capacity that can multiply growth…

✅ Real-World Results — the research-backed results of firms who create strategic marketing plans…

Roy also shares the influences behind this framework (Dan Kennedy, Jay Abraham, Alan Dib, and more) and explains why planning is just as critical in marketing as it is in retirement.

👉 Want Roy’s help creating your own strategic marketing plan? Learn more at: https://www.TheAdvisorCMO.com/strategy

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!