Marketing Strategies for Financial Advisors

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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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 my practice?

► How can I leverage my speaking engagements to build my list?

► Should I go local or national with my marketing efforts?

Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy.

Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Chad Chub - an advisor who has a well-niched website for physicians.
• Tyler Olson - an advisor who focuses on early and mid-career physicians.
• Brian Hanks - an advisor who specializes in working with dentists.
• “The Best Marketing Strategy” on The Experiments in Advisor Marketing Podcast