Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional tactics—like buying leads or relying solely on referrals—limit scalability, and how educational marketing funnels help advisors connect with prospects earlier in their decision journey.
Alex also shares how Clients Blackbox combines data science, intent targeting, and compliance-friendly creative to help RIAs attract qualified, affluent pre-retirees. He goes on to explore the future of performance branding—balancing short-term results with long-term trust—and how AI and Meta’s evolving algorithms are reshaping client acquisition in wealth management.
Resources: Clients Blackbox
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