skinny.

Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.

In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.

Phil details what every advisor should know when contemplating online leads, including:

Initial hurdles and the trial-and-error learning curve

Realistic expectations to maximize success

The importance…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.