Navigating Personal and Firm Branding

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

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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

► Essential tools and plugins that can dramatically improve your site's performance

This episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ritholtz Wealth Management
• PlanCorp
• Pure Financial 
• Hotjar (Heat Mapping Tool) 
• Readwise (Reading & Research Tool) 
• OptinMonster (Email Capture Plugin) 
• Yoast SEO (SEO Plugin for Websites) 
• Fusebox (Podcast Player Plugin) 
• Easy Table of Contents
• TablePress (Table Formatting Plugin)
• Typeform (Form & Survey Tool)
• Google Programmable Search Engine