💸 Money Models for Financial Advisors → The Secret To Rapid Scale

Daily Discovery Calls for Financial Advisors

Could you be self-sabotaging your growth, with simple math? In this episode, Roy Furr — TheAdvisorCMO — breaks down the math that quietly decides who wins client acquisition: your first-90-day value, money models, and how much you can afford to spend to get a client.

Inside this episode, you’ll discover:

✅ The 90-Day Value Advantage — how advisors who've engineered their business to front-load revenue multiply their marketing budget to create an unfair advantage.

✅ Money Models that Scale — how AUM-only vs. AUM+planning fee vs. blended annuity/AUM structures change your allowable CAC and growth ceiling (with simple, illustrative math).

✅ Powerful lessons from Dan Kennedy, Alex Hormozi, and Perry Marshall — how to outspend (and outperform) competitors by fixing the “economics” of your business, plus the 15% rule for rapid growth.

Roy shares clear examples, common pitfalls (like “race to the bottom” fees), and the X-factors that make each model work — including how to justify higher upfront cost ethically so it's win-win for both you and clients.

👉 For a free 12-minute training on creating a “Desirable Discovery Call” offer, visit: https://www.TheAdvisorCMO.com/discovery

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode!