Daily Discovery Calls for Financial Advisors

Roy Furr, TheAdvisorCMO

English Business Education Entrepreneurship How To Marketing

Apple Podcasts Website RSS

Episodes 16

Avg. Duration 46m

Activity Dormant

Since Aug 2025

Latest Episode Nov 2025

Publishing Details

Schedule

Weekly

Format

Episodic

Consistency

85%

Hosting

feeds.captivate.fm

About This Podcast

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.

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Recent Episodes

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

Nov 14, 2025 47m

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 —…

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

Nov 07, 2025 37m

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…

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

Oct 31, 2025 46m

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…

⭐ Compliant Online Reviews for Financial Advisors — Featuring Wealthtender CEO Brian Thorp

Oct 23, 2025 58m

Can financial advisors finally use online reviews and testimonials — compliantly — to grow their firms? In this exclusive interview, TheAdvisorCMO Roy Furr sits down with Brian Thorp, Founder &…

📢 Where Should Financial Advisors Be Advertising Today? → The New Media Strategy You Need Now

Oct 16, 2025 51m

What's the best place for financial advisors to advertise today? It's not an easy question to answer — because today’s world gives you infinite choice and nearly as many ways to waste money. In this…

🎥 The Best New Marketing Media for Financial Advisors → Why Video Sales Letters Will Take Over

Oct 07, 2025 28m

The next wave of financial advisor marketing is already here — and it’s built around video sales letters (VSLs). In this episode, Roy Furr — TheAdvisorCMO — reveals why VSLs are the next big digital…

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

Sep 30, 2025 37m

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…

💻 Digital Marketing for Financial Advisors → 5 Big Mistakes Most RIAs Make

Sep 23, 2025 46m Transcript

If you're a financial advisor who's investing time, money, and energy into digital marketing, but still not getting results, listen up. In this episode, Roy Furr, TheAdvisorCMO, reveals the 5 biggest…

📞 Lead Generation for Financial Advisors → Should You Buy Leads or Do It Yourself?

Sep 16, 2025 55m Transcript

If you want clients for your RIA, you need leads. But what's the best way to get them? Financial advisor lead generation services (e.g. SmartAsset)? Or building out your own lead generation…

📝 Financial Advisor Marketing Plan Checklist → What to Include (and Why)

Sep 07, 2025 36m Transcript

Do you have a clear marketing plan for your financial advisory firm? If not, you’re not alone — 70% of advisors don’t. But those who do enjoy 168% more leads each month, onboard 50% more clients per…

💸 Money Models for Financial Advisors → The Secret To Rapid Scale

Sep 02, 2025 1h 1m Transcript

Could you be self-sabotaging your growth, with simple math? In this episode, Roy Furr — TheAdvisorCMO — breaks down the math that quietly decides who wins client acquisition: your first-90-day value,…

🚀 3 Perfect Lead Generation Funnels for Financial Advisors

Aug 26, 2025 53m

Are you struggling to generate a steady flow of qualified leads for your financial advisory business? In this masterclass episode, Roy Furr — TheAdvisorCMO — reveals three proven lead generation…

📆 Financial Advisors: Want New Discovery Calls Booked Every Day? Build this system.

Aug 21, 2025 52m

Are you tired of struggling to get consistent appointments with qualified prospects? In this episode, Roy Furr — TheAdvisorCMO — reveals his proven Daily Discovery Call System that helps financial…

🤷 How we make buying decisions has fundamentally changed → Financial advisors can ADAPT or DIE

Aug 21, 2025 26m

The internet has completely changed how your prospects decide whether to work with you. In this episode, Roy Furr — TheAdvisorCMO — reveals what Google’s data shows about today’s buying process, and…

🔥 From $2 Billion Production… to Starting From Scratch → The Origin Story of TheAdvisorCMO

Aug 21, 2025 1h 1m

Every great brand has a beginning — and this is the deeply personal, behind-the-scenes story of how Roy Furr went from generating over $2 billion in production for financial advisors… to starting…

Trailer: Daily Discovery Calls for Financial Advisors

Aug 15, 2025 1m Trailer

A brand new podcast for financial advisors — to help you book discovery calls daily!Proven financial advisor marketing and lead generation strategies, and lessons learned from 1,000s of leads and $2…

Frequently Asked Questions

How many episodes does Daily Discovery Calls for Financial Advisors have?

Daily Discovery Calls for Financial Advisors has published 16 episodes since August 2025, covering topics in Business, Education.

Is Daily Discovery Calls for Financial Advisors still active?

Daily Discovery Calls for Financial Advisors is currently dormant with new episodes weekly. Average episode length is 46m.