You Don't Have a Leads Problem — You Have a Pipeline Problem with Lisa Mohammed

In this episode of The Finance Marketing Podcast, Hillary sits down with Lisa Mohammed, a powerhouse in the financial industry with over 15 years of proven success across banking, insurance, and financial services. With a dynamic background as both an Independent Financial Advisor and a Corporate Banking Manager, Lisa now empowers financial advisors to scale their business and master the art of client conversion. Lisa breaks down the critical difference between marketing and sales, walking through how to identify your true ideal client profile and why niching down sharpens every part of your business. Tune in to learn what a real sales process looks like from first conversation through referral, why most advisors have a pipeline problem rather than a leads problem, and how to strengthen your warm network before chasing paid lead generation.Connect with Lisa:Website: thepersonalcoach.ca/pipelinetoprofitLinkedIn: Lisa MohammedInstagram: sales.revelerBuild Trust, Win Clients free ebookTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!