Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Daily Discovery Calls for Financial Advisors

Claim This Podcast

by Roy Furr, TheAdvisorCMO

16 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

Financial Advisors: Want new clients booking discovery calls on your calendar every single day? How about a FAST Start method designed to get discovery calls within 7 days, without spending your first $1 on advertising? I designed the Daily Discovery Calls System for financial advisors who are ready for a consistent, scalable source of new clients. Without the exhaustion of manual prospecting. To go from working hard to working smart: ✅ Use authority marketing to attract leads. ✅ Fill your calendar with ideal clients. ✅ And grow your book of business. So you can reclaim hours of your work week. To be more present with your families, friends, and the people that matter most to you. ➡️ Proven strategies, based on $2 billion+ annual production. ➡️ Discovery calls with qualified prospects — every day. ➡️ Attract your ideal clients, who value your expertise. ➡️ Exclusive leads — yours & only yours. ➡️ End-to-end attract & convert process for new clients. I've helped financial advisors get more clients since 2018. Last year, I helped financial advisors drive 1,000s of leads and over $2 billion in annual production. This is the latest in a 20+ year career focused on getting marketing and sales results. With 15 years in financial marketing. This is my next project: Help financial advisors get new client appointments daily. Using what works best right now. If you're an entrepreneurial financial advisor or RIA owner who wants daily new client flow, this is the podcast for you. And if you'd like to learn more, you can always visit https://www.TheAdvisorCMO.com/daily.

Language

🇺🇲

Publishing Since

8/15/2025

Visit Website View on Apple Podcasts RSS Feed

Reach the team behind Daily Discovery Calls for Financial Advisors

Verified contact details for this show aren't on file yet — sign up to get notified when they land.

Recent Episodes

November 14, 2025

🚀 Online Lead Generation for Financial Advisors: 3 Essential Ingredients to Making It Work!

Online lead generation for financial advisors has completely changed — and most firms are still playing by the old rules. In this episode of Daily Discovery Calls for Financial Advisors, Roy Furr — TheAdvisorCMO — breaks down the three essential ingredients every advisor must understand to make online lead generation work in 2025 and beyond.Discover how to feed the algorithm what it needs, create content that converts, and build a data-driven system that compounds your marketing results instead of wasting your ad budget.Inside this episode, you’ll learn:✅ The biggest shifts in online lead generation after Meta’s Andromeda Update and the privacy evolution✅ Why first-party data is now the lifeblood of your digital marketing strategy✅ How to use Conversion API (CAPI) imports to train the algorithm who your ideal clients really are✅ The “A-B-C Framework” for creating content that stops the scroll and drives action✅ Why more creative variation = faster learning, lower costs, and better-qualified leads✅ How to apply the Time–Budget Continuum to let the algorithm work its magicRoy reveals how the best marketing teams are adapting to this new world — where media buying skills don't matter like they used to, and new rules demand a new approach.If you want to build a predictable client-acquisition system that works with the algorithms (not against them), this episode shows you exactly how.👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to bookhttps://www.TheAdvisorCMO.com/discovery🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to stay ahead of the curve — and learn the strategies top firms use to dominate with online lead generation.

November 7, 2025

🔥 The Leverage Advantage: What Every Financial Advisor Should Know to Scale [Marketing Strategy]

Most financial advisors don't factor time leverage in their marketing strategy.In this episode of the Daily Discovery Calls for Financial Advisors podcast, Roy Furr — TheAdvisorCMO — breaks down the leverage shift that separates fast-growing RIAs from those stuck chasing prospects one-by-one.Discover how to turn your expertise, message, and sales conversations into scalable media assets that bring in clients without burning advisor hours — and how to redirect “hidden costs” into real marketing that compounds.Inside this episode, you’ll learn:✅ Why Kitces data proves most advisors are secretly overspending to acquire clients — and don’t know it✅ How to convert manual prospecting into scalable, automated media systems✅ The leverage move that can 3X your new-client flow without working more hours✅ Why adopting a "sales multiplied" mindset changes everything for growth-stage RIAs✅ How content + paid traffic + database nurturing create unstoppable momentum✅ The right way to package “first-meeting scripts” into assets that pre-sell for youRoy shares real math, real leverage models, and the RIA growth frameworks used by firms scaling faster than the industry — all while spending less advisor time on lead gen and more time converting ready-to-go prospects.Whether you want to free up your time, scale your team, or build a marketing system that compounds, this episode gives you the mindset and structure to win with your financial advisor marketing strategy.👉 Free training: Create “Desirable Discovery Calls” your ideal clients want to book: https://www.TheAdvisorCMO.com/discovery🔔 Subscribe now to Daily Discovery Calls for Financial Advisors to build a scalable, leverage-driven client acquisition system — and become the firm prospects choose before they ever call anyone else.

October 31, 2025

🏆 “Owned Authority" Financial Advisor Marketing Strategy → Attract Clients as Subject Matter Expert

Financial advisors: If you want to stand out in a crowded market and attract your ideal clients without relying on lead vendors or endless referrals, this episode is for you. Roy Furr — TheAdvisorCMO — reveals the Owned Authority Marketing Strategy for Financial Advisors, showing how to position yourself as a subject matter expert and trusted authority your market can’t ignore.Inside this episode, you’ll discover:✅ The difference between Borrowed Authority and Owned Authority — and how building trust that compounds is the only way you want to go, long-term✅ How to position yourself as a subject matter expert so prospects see you as the obvious choice before you ever meet✅ The “Fiduciary Marketing” mindset that builds authority through education, not hype (including how to pull it off, step-by-step)✅ A proven framework for turning your content into conversions that drive measurable new client growth✅ How to activate your existing database to generate immediate leads — while building long-term, scalable growthRoy also shares real-world stories from half-billion-dollar advisory firms learning to take control of their marketing — and the step-by-step process they’re using to build brand authority, drive daily discovery calls, and dominate their markets with trust-based marketing.👉 Subscribe to Daily Discovery Calls for Financial Advisors and get your free daily marketing memo at https://www.TheAdvisorCMO.com/memos🔔 Don’t miss an episode — each one gives you practical frameworks to improve your financial advisor marketing strategy, attract ideal clients, and grow your firm with confidence.

16 total episodes available

Deep-dive analytics for Daily Discovery Calls for Financial Advisors

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Daily Discovery Calls for Financial Advisors?: Financial Advisors: Want new clients booking discovery calls on your calendar every single day? How about a FAST Start method designed to get discovery calls within 7 days, without spending your first $1 on advertising?

I designed the Daily Discovery Calls System for financial advisors who are ready for a consistent, scalable source of new clients. Without the exhaustion of manual prospecting.

To go from working hard to working smart:

✅ Use authority marketing to attract leads. ✅ Fill your calendar with ideal clients. ✅ And grow your book of business.

So you can reclaim hours of your work week. To be more present with your families, friends, and the people that matter most to you.

➡️ Proven strategies, based on $2 billion+ annual production. ➡️ Discovery calls with qualified prospects — every day. ➡️ Attract your ideal clients, who value your expertise. ➡️ Exclusive leads — yours & only yours. ➡️ End-to-end attract & convert process for new clients.

I've helped financial advisors get more clients since 2018. Last year, I helped financial advisors drive 1,000s of leads and over $2 billion in annual production. This is the latest in a 20+ year career focused on getting marketing and sales results. With 15 years in financial marketing.

This is my next project: Help financial advisors get new client appointments daily. Using what works best right now.

If you're an entrepreneurial financial advisor or RIA owner who wants daily new client flow, this is the podcast for you.

And if you'd like to learn more, you can always visit https://www.TheAdvisorCMO.com/daily.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.