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

EPISODE · Jun 25, 2024 · 46 MIN

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

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe; Phillip Snyder

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 HereRegister for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect 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.

Episode metadata supplied by the publisher feed · Published Jun 25, 2024

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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 ...

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

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This episode was published on June 25, 2024.

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