Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)

Advisor Marketing Made Simple

Are you struggling to generate consistent leads for your new financial advisory firm? You're not alone.

In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.

Key questions we answer include:

► Should I focus on local or national marketing efforts?

► How can I maximize the impact of my community college presentations?

► What's the best way to convert seminar attendees into prospects?

Whether you're a new advisor or looking to refine your marketing strategy, this episode offers valuable insights on how to generate more qualified leads and grow your practice. We discuss the pros and cons of various marketing channels and provide practical tips for improving conversion rates from in-person events.

Tune in to learn how to streamline your marketing efforts and attract more of your ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• David’s Firm: Next Phase FP
• Kitces Summit Presentation: Ryan Morrisey (For in-person classes at the community college)