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————Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience?In this LIVE "Advice Line" episode, financial advisor Steve Taylor asks us to help him evaluate his podcast strategy. Despite producing a podcast and YouTube channel for some time, he's unsure if his show is effectively reaching his target audience or if he should continue investing time in it. We provide candid feedback on how to transform his scattered approach into a focused marketing funnel.Key questions we answer include:► How to evaluate if I should keep my podcast or let it go? ► Should I focus on YouTube or an audio-only podcast?► Ways to improve my content to effectively attract clients?Even if you don't have a podcast, this episode illuminates the importance of clarity in your marketing message and how to align your content strategy with your ideal client's pain points. Listen in as we help Steve create a more strategic approach to his content marketing that will attract small business owners and convert them into clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredMerited Wealth (Steve’s firm)Do It For Yourself (Steve’s podcast)Stay Wealthy Retirement Podcast (Taylor’s podcast)Creator Science (Jay Clouse’s YouTube channel)The Compound and Friends (Ritholtz Wealth Management’s YouTube channel)

Discover how to elevate your marketing funnel specifically for niche practices like chiropractic services. Learn about the unique financial challenges chiropractors face and strategies to overcome them. Explore innovative marketing tactics, including personalized gift boxes and the power of video content. Gain insights into systematic referral marketing and the potential of podcasting as a long-term lead generator. The conversation offers actionable tips to engage ideal clients by tailoring content to their specific needs and pain points.

Charley Edson, a financial advisor at Wealth Being Advisors, joins the discussion to tackle overwhelming marketing challenges after transitioning full-time into his practice. He seeks clarity on defining his ideal client, focusing on busy professionals in their 30s to early 40s. The conversation highlights effective messaging, the importance of personal branding, and how to choose the right marketing mediums. Listeners gain insights on optimizing their strategies and engaging potential clients through simplified messaging and tailored approaches.

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 joining an independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche of attorneys.Key questions we answer include:► How can I effectively narrow my niche to attract the right clients?► What changes should I make to my LinkedIn profile and website to speak directly to my niche?► How do I create a compelling offer that converts prospects into clients?Whether you're targeting attorneys or another professional niche, this episode illuminates the power of laser-focused marketing. You'll learn how to align your messaging across platforms, optimize your LinkedIn strategy, and create a clear path for your ideal clients to work with you.Tune in as we help Frank build a simplified marketing funnel that cuts unnecessary activities while increasing potential revenue.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredPalm Wealth Partners (Frank’s firm)LinkedIn Sales Navigator ( targeted sales outreach)Upwork (freelance hiring platform)ChatGPT (AI tool)

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 that truly needs his unique expertise.Key questions we answer include:► How many touchpoints does it take to convert cold leads into qualified clients?► Should I focus on multiple marketing channels or just one?► What's the most effective way to grow a podcast audience?Even if you're not offering combined wealth management and legal services, this episode reveals why narrowing your target audience and focusing your marketing efforts on one channel can dramatically improve your results.Listen in as we explain why marketing success requires patience, focus, and a three-year commitment before expecting that "hockey stick" growth moment.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredADL Estate Planning (Mohammad’s firm)Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)Marketing Funnel Basics: What Every Advisor Needs to Know

Ryan Kittredge, a seasoned financial advisor with 18 years at Clearpath Financial Partners, dives into his marketing conundrums. He explores top-of-funnel strategies tailored for attracting pre-retirees. Highlights include the challenges of converting radio appearances and the power of engaging online content. Ryan seeks solutions for nurturing leads through effective email marketing and optimizing his website. This insightful discussion uncovers how to turn marketing efforts into genuine client relationships, crucial for his growth ambitions.

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 where to invest his limited marketing resources for maximum impact.Key questions we answer include:► How can I effectively market two different brands with limited time?► Should I use my educational platform as a funnel for my advisory firm?► What's the most efficient way to build an audience when targeting women in transition?If you're trying to balance multiple target audiences or wondering how to connect your educational content with your service offerings, this episode provides clarity on creating a focused marketing strategy that aligns with your business goals.Listen in as we help Ed navigate the challenging balance between advocacy and business growth to attract more of his ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBurning River Advisory Group (Ed’s firm)enlightenHer (Ed’s sister-firm)The Divorce Navigator (enlightenHer program)Stay Wealthy (Taylor’s blog and podcast)Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)Advice 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 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 funnel is broken and provide actionable steps to fix it.Key questions we answer include:► How do I turn social media views into actual leads and clients?► What makes a truly effective marketing funnel for financial advisors?► How specific should I get with my target audience messaging?Even if you're an established firm, you'll recognize these common marketing mistakes that prevent growth. We reveal why clarifying your ideal client avatar is the foundation of all effective marketing and how to pull that clarity through every layer of your funnel.Listen in as we transform Devin's approach from scattered marketing activities to a focused, conversion-driven strategy that can work for advisors at any stage.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredFallbrook FI (Devin’s firm)2025 Jolt! ConferenceElements Financial Planning SoftwareCapCut (video editing tool)ManyChat (tool for automating Instagram DMs)Sandcastles.ai (AI-powered tool for scripting short-form videos)Jab, Jab, Jab, Right Hook by Gary Vee's

Stephen Mulholland, a financial advisor managing $50 million in assets, seeks a clearer marketing strategy to attract more medical professionals. He grapples with whether to market to doctor groups or individual physicians, emphasizing the need for direction. They explore leveraging his public speaking talents for client attraction and discuss the importance of establishing a robust marketing foundation. Insights into navigating financial challenges in healthcare and building trust through testimonials offer practical wisdom for advisors aiming to refine their target demographics.

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 targeting approach to identify where his funnel is breaking down.Key questions we answer include:► How can I attract qualified prospects to my webinars?► Should I continue investing in SEO while building a webinar funnel?► What webinar topics will actually convert pre-retirees into attendees?If you're struggling to build an effective marketing funnel or spreading your resources too thin across multiple channels, this episode provides a clear roadmap for focusing your efforts where they'll generate the best results.Listen in as we help Ross rebuild his marketing strategy to transform his webinar attendance and ultimately grow his practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredSpringbok Wealth (Ross’ firm)David Sandhu’s Resources on Webinar Marketing (Kitces Marketing Summit ‘25)White GloveAdvice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)