In this video, Alex breaks down how recent changes in Meta’s advertising environment have intensified competition for advisors nationwide. Prospects engaging with retirement related ads are now exposed to a wide range of firms almost instantly.
The core insight is that geographic advantage and delayed follow up are less effective than they once were. Advisors must adapt by rethinking timing, accessibility, and qualification to match how prospects now evaluate options.
Related: ROI per Advisor: The Hidden Metric Every RIA Leader Should Track (But Doesn’t)