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!

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 why financial advisors must adapt their marketing or risk being left behind.

Inside this episode, you’ll discover:

✅ Google’s “7-11-4 Rule” and what it means for financial advisors

✅ Why one-shot advertising no longer works — and what to do instead

✅ How to build marketing that fosters trust and accelerates conversions

Roy explains the new reality of client decision-making, why referrals close faster than marketing leads, and how advisors can shorten the sales cycle by creating marketing systems that educate, nurture, and convert ideal clients.

If you want more discovery calls — and to thrive in today’s marketplace — this episode shows you how to build marketing that works with today’s buyer, not against them.

👉 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!

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 over completely from scratch.

In this vulnerable and revealing episode, Roy shares:

✅ His 20+ year journey in direct-response marketing (including work with the world’s top financial publishers and marketers)

✅ How he helped financial advisors generate thousands of leads and daily discovery calls

✅ The turning point that forced him to rebuild — and launch TheAdvisorCMO

✅ The powerful marketing lessons he carried forward (offers, systems, and processes that actually drive results)

This isn’t just an origin story. It’s also packed with timeless lessons on marketing systems, compelling offers, and why the right process matters more than any single tactic.

👉 Plus, get Roy’s free 12-minute training on creating a “Desirable Discovery Call” offer at: https://www.TheAdvisorCMO.com/discovery

🔔 Subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you get more of your ideal clients booking calls every single day.

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 billion+ in annual production.

From Roy Furr, TheAdvisorCMO:

https://www.TheAdvisorCMO.com