Beyond referrals: Rethinking client acquisition in a digital age
- Ben Michaelis
- Aug 5
- 1 min read
Updated: Aug 11
Lead generation is a powerful but often overlooked — and sometimes misunderstood — lever for adviser growth.
Traditionally, financial advisers have built their businesses on two foundations: strong relationships and client referrals. But as the profession adapts to new pressures — from regulatory change to shifting client expectations — the value of qualified lead generation and technology-driven client acquisition strategies is moving from optional to essential.
Done well, lead generation connects digital interest with personal advice, turning online curiosity into meaningful client relationships. It deserves a central place in the conversation about adviser growth and the future of financial planning.
Our CEO and Founder, Buddy Keville, recently shared his insights with Professional Adviser on the evolving landscape of client acquisition in the digital age. Read the full story below.
