Reach the Masses, Make New Connections

Studies show that radio remains the most powerful medium in the U.S., reaching 90% of adults every week. It is one of the most effective methods for obtaining quality, motivated leads. Tucker Advisors has developed a comprehensive plug-and-play radio system to help our advisors succeed even if they are inexperienced in this broadcast medium. If advisors want to generate leads, leverage endorsement power, even host their own show, Tucker has access to everything they need.


Capture the Referrals You Have Earned

As with every other facet of the FMO industry, Tucker Advisors believes there is no shortcut to gaining client referrals — they must be earned through performance, and with an integrity that constantly informs that performance. If advisors live by this rule, they should never worry about asking for a referral, especially after already earning the trust to handle a client’s life savings. We provide expertise to advisors on how to be respectful and fair in requesting client referrals. By exemplifying its belief to grow one relationship at a time, Tucker has learned that client referrals are simply the reward of a job well done.


See More Qualified Prospects

As Karlan Tucker often says, no one becomes a financial advisor because they want to hold seminars. They hold seminars for one reason — they work. From 2017 to 2020, for example, Tucker Advisors averaged more than 25 qualified, booked appointments per every two nights of seminars. Currently, Tucker seminars have been booking 75 percent of attendee households into voluntary appointments, on site at the seminars. What other marketing tool are you using now that delivers this many appointments?


Reach Your Clients Efficiently

Tucker’s marketing team will align you with the best venues and mailing houses to begin your direct mail marketing plans. Demographic searches, often filtered by individual  personal assets, will help you connect with the audience that’s right for you.


Thank Your Customers in a Myriad of Ways

If word of mouth remains the best advertising, then the best method to drive this referral marketing is the client appreciation event. Your imagination is the limit when it comes to choosing such an event, which will function as both an opportunity to thank your clients and to meet the guests you encourage them to bring with them. We have seen so many successful events that it is hard to target one as a favorite, but they can include golf outings, movie screenings, dinner parties, sporting events, arts & crafts functions, and many other types of events.



At Tucker Advisors, email marketing is about providing value and building trust with our readers, not promoting ourselves to them. We constantly hear how great products and companies are in advertisements over multiple channels thousands of times each day. Many people feel emails are meant to mimic this behavior. Tucker believes email marketing should respect the time of the people who receive our messages, and provide them with information that will not only help them in their daily work, but cause them to remember us as a trusted source of expertise. 


Q: What outlets are the most beneficial for lead generation as a financial advisor?

A: There are many outlets an advisor can take to promote lead generation. A few that Tucker Advisor’s likes to promote are radio, seminars, direct mail offers and email marketing. The main goal for the financial advisor should be to pick a route that fits well with their company and message and stay consistent with their efforts.

Q: What role does content marketing play in lead generation for financial advisors?

A: Content marketing is essential for attracting and educating potential clients. By creating informative blog posts, ebooks, webinars, or videos on financial topics, advisors can establish expertise, build trust, and capture leads interested in their services.

Q: How can financial advisors leverage social media for lead generation?

A: Financial advisors can use social media platforms like LinkedIn, Facebook, and X to connect with potential clients and share valuable content. Consistent engagement, networking, and content sharing can lead to inbound inquiries and referrals.

Q: Should financial advisors consider using lead generation services or platforms?

A: Lead generation services or platforms can be beneficial if used wisely. Advisors should carefully research and select reputable services that align with their target audience and comply with industry regulations. These services can supplement other lead generation efforts.

Q: What strategies can financial advisors use to convert leads into clients?

A: To convert leads into clients, financial advisors should focus on personalized follow-up. Respond promptly to inquiries, offer free consultations, and tailor your services to meet the specific needs of each lead. Building trust and demonstrating expertise are key to successful conversion. Our favorite platform for lead nurturing is Snappy Kraken.

To get started, contact your Marketing Developer. Remember, at Tucker Advisors, you may be independent, but you are never alone. Let us handle your marketing, so you can focus on what you do best – running your business!