• Conneqtor Musings
  • Posts
  • From Scams to Expensive programs, how do you think about lead gen?

From Scams to Expensive programs, how do you think about lead gen?

Lead Gen; Free tech assessments; Upcoming events; 2 STRONG recommendations

Author

Joe Moss
February 08, 2024

Welcome to the 13th Edition of ProAdvisorSuite News!

Everybody I talk to needs leads. Heck, I need leads. Do you?

There’s an exact number of people in the world - 8bil something I believe.

Within that bucket are your leads. They’re out there, just waiting for you.

But in order to figure out which are yours, you’ve got to define them.

You need a filter.

Well, let’s make it a little simpler and start with 275.2mil leads. And here’s the filter:

So, which are yours?

Free Tech Assessment

So, its February now - and I could use another round of free tech assessments to get some real insights into what you’re using and the pain points you have.

I’m offering a free 30-min consult to talk advisortech:

Upcoming Events

We have lots of great webinars planned for February (click the links to register or attend):

You can also see them here on the community calendar.

2 STRONG recommendations

More and more advisors are using Beehiiv to run their email newsletter. You can see a list here. Me… Oh and Josh Brown, Nicole Casperson, Advisorist, Douglas Boneparth, Dasarte Yarnway, Jud Mackrill, and Interaxis…

  1. First recommendation: Sign up for the Advisorist newsletter - I got my first email yesterday and it was EXCELLENT!!!

  2. Second recommendation: Skool communities for advisors are coming out of the woodwork (I may have something to do with that). Because of INSANE demand, I created a directory called RIA University. But the community you absolutely don’t want to miss is 🥁🥁🥁🥁 COFFEE WITH DELZI. Join here.

That’s all for today, folks! Hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners

  • PreciseFP - Client Data Gathering - 2023 Kitces Market Leader

  • NEW!! fpPathfinder - Advice Engagement - 2023 Kitces Rising Star

  • NEW!! Presults - Communications Archiving

  • Conneqtor - Education & Resources on running a virtual firm

  • Advisor Core by YourStake - Fast Proposal Generation

  • Asset-Map - Financial Planning

  • OnBord - Digital Onboarding

  • FinMate AI - AI Notetaking Assistant for Financial Advisors

  • Bento Engine - Advice Engagement

  • Elements - Sales Enablement / Advice Engagement - 2023 Kitces Rising Star

These are recommended tech, but not included in the 10% discounts:

Reply

or to participate.