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, money models, and how much you can afford to spend to get a client.

Inside this episode, you’ll discover:

✅ The 90-Day Value Advantage — how advisors who've engineered their business to front-load revenue multiply their marketing budget to create an unfair advantage.

✅ Money Models that Scale — how AUM-only vs. AUM+planning fee vs. blended annuity/AUM structures change your allowable CAC and growth ceiling (with simple, illustrative math).

✅ Powerful lessons from Dan Kennedy, Alex Hormozi, and Perry Marshall — how to outspend (and outperform) competitors by fixing the “economics” of your business, plus the 15% rule for rapid growth.

Roy shares clear examples, common pitfalls (like “race to the bottom” fees), and the X-factors that make each model work — including how to justify higher upfront cost ethically so it's win-win for both you and clients.

👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

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 funnels you can use right now to attract ideal clients, book more discovery calls, and grow your firm.

Inside this episode, you’ll discover:

✅ The Book-a-Call Funnel — how to convert your hottest leads into booked discovery calls today.

✅ The Video-to-Appointment Funnel (VSL) — why this is Roy’s favorite funnel for turning curious prospects into qualified appointments.

✅ The Lead Magnet Funnel — how to capture tomorrow’s clients before your competitors even know they’re looking.

Roy shares real-world examples, insider strategies, and the X-factors that make each funnel work — including how to package your discovery call into a desirable, irresistible offer that pre-retirees want to sign up for.

Whether you want to close clients fast, expand your reach, or build a pipeline of future business, this episode will show you the exact frameworks you can start using today.

👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!

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 advisors attract ideal clients and book discovery calls every single day.

Inside this episode, you’ll discover:

✅ The 3 critical marketing functions every advisor’s system must fulfill

✅ Why most financial advisor marketing fails — and how to fix it

✅ The step-by-step framework behind Roy’s Daily Discovery Call System

Roy shares insider strategies, real-world examples, and the principles behind building a marketing system that not only gets you more leads today, but keeps your calendar full long-term with high-quality prospects.

Whether you want more consistent discovery calls, a system that scales, or a better way to attract your ideal clients, this episode shows you exactly how to build it.

👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!