Navigating Client Referrals and New Connections

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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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 his strategy, improve his messaging, and explain how the pieces work together to attract new clients. 

Questions we answer on this episode include:

►  My marketing efforts are not working, why? 

►  How can I refine my niche and target the right clients?

►  What marketing activities should I focus on to see more traction?

If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Sherman Private Wealth (Jason’s Firm)
• Building a StoryBrand by Donald Miller (Book)
• Simple Marketing for Smart People by Billy Broas (Book)
• The Referral Magnet by Kelly Edwards (Book)