📊 Financial Advisor Lead Generation → What Fisher Investments Gets Right (& What They Could Improve)

Daily Discovery Calls for Financial Advisors

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.