David Edmisten, a financial advisor from Next Phase Financial Planning in Prescott, Arizona, explores how to generate consistent leads for his new firm. He discusses the challenges faced by new advisors in securing clients and dives into the effectiveness of local versus national marketing. The conversation highlights the power of community engagement, local SEO, and educational presentations. Edmisten seeks actionable strategies to convert seminar attendees into prospects and optimize outreach efforts, emphasizing the importance of patience and a focused approach in building a successful practice.
