OasisLMS

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

This program explains how financial advisors can design and implement a simple, repeatable digital marketing funnel that converts online attention into qualified introductory meetings. Advisors will learn how landing pages, lead magnets, email nurturing, and call booking systems work together to move prospects from initial interest to demonstrated intent in a compliant, client-centric way. This topic is critical as prospect behavior has shifted toward self-education and digital trust-building before first contact. Clients benefit by engaging with advisors who provide clearer value upfront, better education before meetings, and a more intentional, respectful onboarding experience.

1. Identify and describe the four core stages of a digital advisor marketing funnel and the specific role each stage plays in progressing prospects from awareness to scheduled consultation.
2. Evaluate common advisor marketing mistakes that prevent prospects from advancing through a funnel and determine which elements should be prioritized to improve conversion efficiency.
3. Apply a structured framework to design a compliant lead-to-meeting process that improves prospect readiness, meeting quality, and long-term client outcomes.