Download an RFG Exclusive Guide:

7 Lead Generation Strategies to Book More Client Meetings

Lead generation is not just about building a bigger list. It is about building the right list. Too often, Advisors struggle with inconsistent marketing, outdated tools, and limited time. This leads to missed opportunities and slower growth.

But it does not have to be this way. With the right strategies, you can attract qualified prospects, create meaningful connections, and build steady momentum for your business.

Inside, you’ll find:

  • 7 lead-generation strategies tailored for Advisors

  • Real-world ideas to make each strategy work in your market

  • A relationship-focused approach that goes beyond transactions to drive sustainable growth

Start booking more of the right client meetings.

 

 

RFG Advisory Helps Advisors Grow

$6.5B

Total AUM
As of 6/30/25

13%

Average Advisor Growth YoY
*Represents net contributions - distributions excluding market appreciation for Advisors from 1/1/24 - 12/31/24. 

85

Net Promoter Score from Advisors
 As of 3/1/24
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Advisor Case Study

How RFG Helped Chris Wedell Embrace Her Passions and Grow Her Business

Chris Wedell was a successful Independent Advisor with more than a decade of experience – but she had rarely thought about growth and often felt her business was “coasting.”

Explore how RFG Advisory gave Chris a “newfound energy” for her career – and helped rapidly grow her business by leaning into both personal and professional passions. 

Discover 7 Lead Generation Strategies for Financial Advisors

Simple, actionable ideas to book more meetings and grow with purpose.

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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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