FPA Lead Life Cycle Series - Module 2: Visibility, Intent & Attract: How You're Discovered and Understood in 2026

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Module 1 introduced the modern client journey and a simple framework for turning increased visibility into a repeatable system.

We'll continue building on this and look at how advisors are being discovered today. We'll look at how prospects find you across search, AI, referrals and digital channels - and how to recognize the subtle intent signals that indicate real opportunity.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0