From Meta Ads to Live Events: Lead Generation for Financial Advisors

Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with his colleague, Cary Chaitoff, Vice President of Marketing, to talk through what factors are driving advisor marketing results right now. From how Meta has changed the way it delivers ads, to the full arc of a lead funnel from guides to live events, to the follow-up process that separates advisors who convert from those who don't, Matt and Cary cover the building blocks of marketing that compounds over time and what tends to get in the way of it.Resources:Seminar Marketing Partner referenced: AcquireUpNonprofit referenced: The American Financial Education Alliance (AFEA)