Shows
Advisor Marketing Made SimpleAdvice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups?In this LIVE "Advice Line" episode, financial advisor Frank Rekas joins us to troubleshoot his marketing strategy. After 30 years in the industry and recently launching his independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche...2025-08-0638 minAdvisor Marketing Made SimpleAdvice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients?In this LIVE "Advice Line" episode, financial advisor Mohammad Uz-Zaman asks us to help him streamline his marketing funnel. Despite running PPC ads, creating social media content, and hosting a podcast, he's struggling to convert leads efficiently. We help him narrow his focus from 300,000 potential clients to the most profitable segment...2025-07-3039 minAdvisor Marketing Made SimpleAdvice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel?In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath Financial Partners joins us to solve his marketing challenges. With 18 years in the industry and $195 million AUM, Ryan wants to grow to $500 million in the next five years—but his current marketing isn't delivering consistent results. We help him identify the critical m...2025-07-2351 minAdvisor Marketing Made SimpleAdvice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply----Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine...2025-07-1638 minAdvisor Marketing Made SimpleAdvice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funn...2025-07-0936 minAdvisor Marketing Made SimpleAdvice Line: How To Drive Predictable Leads Online For Your Firm (Devin Watts)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funn...2025-07-0936 minAdvisor Marketing Made SimpleAdvice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity?In this LIVE "Advice Line" episode, financial advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him...2025-07-0233 minAdvisor Marketing Made SimpleAdvice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants?In this LIVE "Advice Line" episode, financial advisor Ross Blount asks us to help solve his webinar marketing challenges. Despite running Facebook and LinkedIn ads and sending invitations to his email list, no one is showing up to his retirement planning webinars. We dive deep into his current marketing strategy, budget allocation, and targ...2025-06-2538 minAdvisor Marketing Made SimpleAdvice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors?In this LIVE "Advice Line" episode, financial advisor Aaron Brask asks us to help him determine if he's missing out by not using paid marketing. Despite creating educational content that attracts clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon...2025-06-1842 minAdvisor Marketing Made SimpleAdvice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out?In this LIVE "Advice Line" episode, financial advisor Taylor Bell from Equitas Financial joins us to discuss his marketing dilemma. As the founder of an LGBTQ+ focused RIA, Taylor wants to know the best approach for building his online presence while av...2025-06-1145 minAdvisor Marketing Made SimpleAdvice Line: How to Clarify Your Niche So Clients Say Yes Faster (Jeff Venables)Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works?In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jeff faces the classic new advisor challenge: how to gain traction when you're wearing multiple hats and have limited marketing experience.Key questions we answer include:► How do you choose between two compelling niches (new teachers vs. th...2025-06-0438 minAdvisor Marketing Made SimpleAdvice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others?In this LIVE "Advice Line" episode, financial advisor Neil Chacko joins us to troubleshoot his marketing strategy for targeting Christian pre-retirees. Neil has a passion for helping Christians manage their finances using biblical principles but isn't sure how to effectively reach this audience...2025-05-2836 minAdvisor Marketing Made SimpleAdvice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects?In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner...2025-05-2143 minAdvisor Marketing Made SimpleAdvice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element?In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his mark...2025-05-1441 minAdvisor Marketing Made SimpleAdvice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need.In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services.We dive...2025-05-0743 minAdvisor Marketing Made SimpleHow To Make Your Website Clearly Speak To Your Niche (Taylen Sather)Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients------Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them?In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating...2025-04-3042 minAdvisor Marketing Made SimpleAdvice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether thi...2025-04-2346 minAdvisor Marketing Made SimpleAdvice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a...2025-04-1635 minAdvisor Marketing Made SimpleBuilding a Structured COI Referral System That Actually Works (Tiffany Charles)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business?In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral...2025-04-091h 00Advisor Marketing Made SimpleAdvice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience?In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expe...2025-04-0241 minAdvisor Marketing Made SimpleAdvice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience?In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craf...2025-03-2646 minAdvisor Marketing Made SimpleTop Advisor Website Questions (Part 2): Personal Brands & Driving Email SignupsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your website causing confusion instead of converting clients?In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers.We cover:► The pros and cons of maintaining separate personal brand websites alongside your firm site► Practical strategies to convert visitors into email subscribers with benchmarks...2025-03-1932 minAdvisor Marketing Made SimpleTop Advisor Website Questions (Part 1): Should You Share Your Fees & MoreWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your advisor website failing to convert visitors into clients despite your investment?In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine...2025-03-1231 minAdvisor Marketing Made SimpleAdvice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity.Questions we answer include:► How should...2025-03-0546 minAdvisor Marketing Made SimpleAdvice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects?In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content...2025-02-2645 minAdvisor Marketing Made SimpleHow to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.Key topics we explore include:► How to structure welcome se...2025-02-1950 minAdvisor Marketing Made SimpleWant Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line...2025-02-1806 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help...2025-02-1248 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a...2025-02-0534 minAdvisor Marketing Made SimpleThe Fastest Path to Growth: Leverage Other People’s AudiencesWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics?In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leve...2025-01-2919 minAdvisor Marketing Made SimpleAdvice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a system...2025-01-2241 minAdvisor Marketing Made SimpleAdvice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive dee...2025-01-1548 minAdvisor Marketing Made SimpleHow to Handle Marketing Overwhelm: 5 Steps to Simplify Your StrategyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is marketing overwhelm holding your firm back from real growth?In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.We cover:2025-01-0838 minAdvisor Marketing Made SimpleAdvice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. Key questions we answer include:► How can I increase my website's conversion...2024-12-1840 minAdvisor Marketing Made SimpleAdvice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to generate consistent leads for your new financial advisory firm? You're not alone.In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.Key questions we answer include:► Should I focus on...2024-12-1134 minAdvisor Marketing Made SimpleThe Hidden Risks of Relying Solely on Client ReferralsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit yo...2024-12-0439 minAdvisor Marketing Made SimpleAdvice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to build an effective marketing funnel for your virtual financial planning practice? In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.Key questions we answer include:2024-11-2743 minAdvisor Marketing Made SimpleAdvice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you grow an email list for your financial advisory practice?In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice. Key questions we address include:► Is email marketing the right focus for growing...2024-11-2035 minAdvisor Marketing Made Simple7 Questions to Ask Before Hiring Marketing HelpWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you considering hiring marketing help for your financial advisory firm but unsure where to start?In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence.Key questions we answer include:► Signs it's time to hire marketing help (and when to hold off)► The three main types of marketing assistance: consultants, agencies, and full-time hi...2024-11-1340 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Your Marketing Efforts For Better Results (Ryan Furlong)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to find your niche and grow your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website.Key questions we answer include:► How can I uncover my ideal clients' tr...2024-11-0643 minAdvisor Marketing Made SimpleAdvice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success?In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth t...2024-10-3042 minAdvisor Marketing Made SimpleMarketing Funnel Basics: What Every Advisor Needs to KnowWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing funnels failing to turn leads into clients? In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm. From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel.We cover:► The key differences between a mar...2024-10-231h 05Advisor Marketing Made SimpleAdvice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy?In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conv...2024-10-1635 minAdvisor Marketing Made SimpleAdvice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you double your firm's size in five years? Is it through digital marketing or client referrals?In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitiou...2024-10-0943 minAdvisor Marketing Made SimpleWhy Overthinking Will Ruin Your Marketing With Carl RichardsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses. Key...2024-10-0256 minAdvisor Marketing Made Simple5 Marketing Improvements To 3x Revenue In Three YearsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.We dive deep into Taylor's current marketing funnel and discuss: ► How to create a successful podcast that attrac...2024-09-2548 minAdvisor Marketing Made SimpleAdvice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing? In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results. Key questions we answer incl...2024-09-1843 minAdvisor Marketing Made SimpleAdvice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing?In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine h...2024-09-1140 minAdvisor Marketing Made SimpleAdvice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you. In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back. Additional q...2024-09-0449 minAdvisor Marketing Made SimpleHow (and Why!) We Built This Show for AdvisorsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Welcome to the first episode of Advisor Marketing Made Simple!We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created...2024-08-2127 min