Advisor Marketing Made Simple

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 avoiding the perfectionism that's keeping him from taking action.Key questions we answer include:► Should I develop a personal brand or focus on my firm brand?► Which marketing channel should I prioritize as a new advisor with limited time?► How do I create an effective marketing funnel that speaks to my niche?If you're a financial advisor who serves a specific niche and feels overwhelmed by all the marketing options available, this episode provides clarity on how to simplify your approach and start taking action today.Listen in as we help Taylor develop a focused marketing strategy that leverages his strengths and speaks directly to the unique financial planning needs of his ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAequitas Financial (Taylor Bell’s firm)Google My BusinessAdvice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)Michael Kitces Marketing Summit

Jeff Venables, a financial advisor at Venables Financial Solutions and former teacher, shares insights on effectively targeting educational professionals. He discusses the challenge of choosing between niches—in this case, new teachers versus those nearing retirement. The conversation dives into crafting compelling website messages to attract ideal clients and leveraging existing platforms for marketing. Listeners will gain practical strategies for simplifying their outreach and engaging with educators through tailored content, enhancing connections in a competitive landscape.

Neil Chacko, a financial advisor dedicated to guiding Christians in managing their finances through biblical principles, shares his journey to effectively market to Christian pre-retirees. He explores strategies for defining his niche while avoiding alienation of potential clients. The conversation delves into how to create tailored content, the importance of church speaking engagements, and the need for consistent messaging. Recognizing the unique financial motivations of this audience, Neil seeks to authentically connect and build relationships to enhance client engagement.

Mark Rosinski, the founder of Dunes Financial, shares his insights on developing a sustainable marketing funnel just weeks after launching his firm. He discusses the balance between being a generalist and niching down to specific corporate clients, like BP, to attract targeted prospects. The conversation delves into enhancing online lead experiences, optimizing marketing strategies, and leveraging social media for client acquisition. Mark's journey illustrates the importance of strategic marketing decisions in turning random leads into dependable clients.

John Gigliello, a seasoned financial advisor from Albany Financial Group, shares his journey as he nears retirement. Despite his substantial marketing efforts, he struggles to connect with pre-retirees. The discussion reveals key insights on shifting from a generic to a targeted marketing strategy. They dive into optimizing his website, leveraging personal branding, and the importance of a cohesive marketing funnel. Listeners gain valuable tips on engaging their audience effectively, perfect for those navigating retirement planning.

In this engaging discussion, financial advisor Rachael Burns, a Certified Divorce Financial Analyst specializing in divorce financial planning, explores how to attract more qualified prospects. She confronts her challenges in appealing to both widows and divorcees while refining her messaging. Key topics include strategies for pre-qualifying leads, navigating the unique financial journeys of her clients, and enhancing her service model to ensure tailored communication. Rachael aims to transform divorce settlements into sustainable income, fostering lasting client relationships.

Taylen Sather, owner of Aryze Design, specializes in creating standout websites for financial advisors. He shares tips on how to effectively communicate a niche through strategic copy and design. Discover the power of clear messaging, using client language over jargon, and the importance of the hero section. Taylen emphasizes the balance between engaging content and SEO, and discusses how to track niche messaging effectiveness. Plus, he highlights the role of video in boosting website engagement and credibility.

Jason Co, a Certified Financial Planner and owner of Co-Planning Financial, dives into the unique challenges of serving Asian American clients. He shares insights on the importance of culturally sensitive financial planning and how generational influences shape financial decisions. The discussion navigates whether to stay niche or broaden outreach, emphasizing effective client intake and lead qualification. Jason also explores strategies for enhancing client engagement and the benefits of tailored communication, ultimately seeking clarity on his path forward.

Daniel Allgaier, a financial advisor at Equity Comp FP and author specializing in equity compensation, shares his marketing challenges connecting his book with tech professionals. The conversation dives into how to effectively promote niche-focused books and attract ideal clients. Strategies like using LinkedIn Sales Navigator for webinars and reallocating marketing funds for quicker results are highlighted. Allgaier explores the balance between immediate client acquisition and long-term business goals, providing practical insights for financial advisors.

Tiffany Charles, Chief Growth Officer at Destiny Capital, specializes in creating effective COI referral networks that drive growth. In an engaging discussion, she shares her three-meeting process to turn casual connections into committed partners. Tiffany emphasizes the power of focusing on 5-7 high-quality relationships over a larger, less effective network. She also explores how to handle unqualified referrals and reveals unexpected professionals who can serve as excellent referral partners, transforming the way advisors approach client growth.