Covisum Blog

Whether you’re a new or established financial advisor, you know the importance of lead generation. Whereas brand-new advisors might feel greater urgency in attracting those first leads and building up their customer base, veteran advisors understand that new leads for financial advisors provide an influx of revenue needed to stabilize and grow a firm. You are likely already busy advising your clients and managing investments, and lead generation requires additional time and dedication. But the right lead gen strategy—and a commitment to some of the industry’s established best practices—can help you become more efficient in generating these leads, building more significant ROI, and reducing your overall time commitment to marketing your business.