7 Ways to Generate Leads for Your Financial Advisory Business Without Cold Calling | GROW IN 2021

“Instead of trying to outspend, outsell, or out sponsor your competitors, try to out-teach them” — Jason Fried

Let’s face it: cold calling and other hard sales tactics just aren’t effective anymore. So, what strategies can financial advisors utilize to generate more leads? Samantha Russell, CMO at Twenty Over Ten, is answering that exact question today. We’ve got 7 APPLICABLE tips for advisory firms to use in order to increase lead generation in 2020 and beyond.

Learn more in-depth about these strategies:

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7 Ways to Generate More Leads for Your Financial Advisory Business:

1. Define Your Niche
2. Create a Powerful 1-Line Value Proposition
3. Become a Thought Leader
4. Leverage Google Reviews
5. Use Case Studies to Create Social Proof
6. Claim and Optimize Your Google My Business Listing
7. Prioritize 2 Social Media Platforms & Post At Least 5x a Week

#wealthmanagement #leadgeneration #inboundmarketing


  1. What do you find is most challenging when it comes to generating leads?

  2. Most challenging? It was differentiating myself from every other advisor.

    I finally was able to accomplish this by posting regular content.
    People began to know me because they watched a few of my videos.
    I’m not great on video but it doesn’t take much for someone to make a connection.

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