303. Bridging the Gap Between Advisors and Leads With Chris Sonzogni

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One of two things happen with leads all the time –– they buy or they disappear.

In this episode, Matt Halloran talks to Chris Sonzogni, the director of advisor marketing at SmartAsset, about how advisors can convert leads into clients by building trust through digital marketing. They uncover some of the common mistakes that drive leads away, how to overcome them, and strategies for building strong social proof that scales your credibility.

Chris discusses:

  • How several high-net-worth individuals don’t consult an advisor until a few years before retirement
  • The ideal monthly frequency for reaching out to prospects
  • Reasons to not give up too early on leads (and how to keep better track of them)
  • How SmartAsset uses a 25+ questions survey to find ideal leads for advisors
  • And more


Thank you to our sponsor Restream.


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About Our Guest:

Chris Sonzogni is the director of advisor marketing at SmartAsset, where he helps financial advisors build meaningful relationships with prospective clients. Previously, Chris helped financial firms develop their consumer and investor-facing brands, both as the lead on Investopedia’s custom content team and as an in-house marketer at PGIM Fixed Income and AllianceBernstein.

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