On-Demand Event

How to Generate the Right Leads for Your RIA

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Gear up, RIA owners! Get ready for a game-changing conversation packed with proven strategies to generate top-notch leads for your financial planning firm. Join Sam McCue, XYPN Director of Sales and Marketing Operations, and XYPN member Steven Fox as they discuss how to:
- Navigate the lead generation landscape like a pro
- Create ideal client profiles and personas
- Craft killer content that captivates and converts
- Implement practical SEO -- know what you need to optimize and what you don't
- Nurture leads and turn them into loyal clients
- Track performance with free and paid tools
Don’t miss out on this opportunity to take control of your RIA firm’s growth. Say goodbye to leads that are not a fit and hello to new clients! Grab your spot now and stay ahead in the ever-evolving RIA landscape.


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