The Modern Growth Stack:
lead source playbook for financial advisors
A practical framework for navigating lead generation sources.
This playbook breaks down when to use different lead sources, how they perform inside a real growth system, and where each one fits best.
Most lead generation advice focuses on acquisition. This playbook focuses on what actually drives results after the lead comes in.
Inside the playbook:
- A clear breakdown of the major lead generation solution categories
- How different lead sources behave once captured
- The execution requirements that determine ROI
- Guidance on where each lead source works best
Built for real-world decision-making — not vendor hype.

Part of the Modern Growth Stack
This playbook is one piece of a broader system designed to help advisors and firms build predictable, scalable growth
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Modern Growth Stack White Paper for Firms
A strategic overview of how modern firms connect lead sources, automation, lifecycle management, and measurement into a growth engine.
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Modern Growth Stack Guide for Advisors
A practical, execution-focused guide that helps advisors turn strategy into consistent action — without adding complexity.

