New research puts client referrals at 34 cents per dollar of new annual revenue. Social media costs $4.88 for that same dollar. Referrals are roughly fourteen times cheaper.

And over the next ninety days, you will sit across from more of your clients than in any other quarter of the year.

Season two of Capably Yours opens on that collision. Lisa Hinz, founder of CORNHERSTONE and a fractional CMO to advisory firms, catches you up on a summer of rapid AI development in advisor technology, shares where she thinks this is actually headed, and makes the case that the quarter most firms write off for marketing is the one with their most concentrated access to their best-performing channel.

In this episode:

• What each marketing channel actually costs. Referrals 34 cents, directories 28 cents, SEO 45 cents, social media $4.88, client appreciation events $4.54, newsletters $4.14.

• The summer that reset advisor technology, and why your broker-dealer, custodian, and TAMP are already buying the rails.

• Why a DIY, AI-powered advice market is coming, and what still decides who chooses a human.

• The CRM tags that turn important client moments into the cheapest marketing you will run all year.

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Related: She’s Not a Niche—She’s the Future of Wealth