How to Generate Leads for Financial Advisors


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As a financial advisor, you know how important it is to generate leads and find new clients. Still, we talk to advisors every day who ask us how to find clients as a financial advisor. For most, financial advisor leads cost money.

So, How Does a Financial Advisor Find Clients?


Traditional stock market-based financial advisors will likely begin their prospecting efforts with the same old cold calling, expensive dinner workshops, or other outdated strategies that have become less effective through the years.

You’ll notice we said most “traditional” advisors. The great thing about the Income Specialists at The Retirement Income Store® is that they are anything but traditional. All of our Fixed Income Specialists have been personally coached and mentored by our Founder, David J. Scranton.

David, a seasoned independent financial advisor with his own national show, The Income Generation with David J. Scranton. He has not only established the infrastructure to generate free leads for our Income Specialists, but he has also shared his own Scranton Sales Process. This Process has been proven to help advisors boost their sales and closing ratios, while always doing what’s in their clients’ best interest.

That means that the like-minded advisors who qualify to become Income Specialists will not only receive access to free qualified leads in their area, but will also receive access and instruction on how to put the Scranton Sales Process to work to:

  • Improve your prospect-to-client conversion ratios
  • Maximize your marketing ROI
  • Dramatically increase your production


Creative Marketing Ideas for Financial Advisors


In order to stand out from your competition you’ll need creative financial advertising and marketing materials. One of the benefits of becoming an Income Specialist with The Retirement Income Store®, besides our exciting financial advertising ideas, is that you can benefit from our relationship with our sister company, Advisors’ Academy, which was also founded by David J. Scranton.

David founded Advisors’ Academy with a vision to recruit other successful, like-minded financial advisors and mentor them on how to achieve even higher levels of success – while always putting the interests of their clients first!

In addition to being known for their financial advisor coaching programs, Advisors’ Academy is also known for its outstanding Marketing Team that has the skills and financial industry know-how to produce dynamic and creative marketing materials that can separate you from your competition.

Our proprietary Bull’s Eye Marketing system was designed to provide you with warmer and more cost-effective alternatives to cold calling, expensive dinner workshops, and other traditional strategies that have become less effective through the years. 

Whether you’re a newly independent financial advisor just setting up your day-to-day practice, or a $30 million producer, our market-proven strategies are organized in a manner that can help you start your prospecting efforts immediately with the targets closest to the Bull’s-Eye. Often, you’ll find that these prospects exist in virtually untapped markets, with little to no competition.

Ready to gain access to free warm financial advisor leads in your area? Click here to find out if you qualify to become an Income Specialist with The Retirement Income Store®.


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Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

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