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 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)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors?In this LIVE "Advice Line" episode, financial advisor Aaron Brask asks us to help him determine if he's missing out by not using paid marketing. Despite creating educational content that attracts clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon paid strategies altogether.Key questions we answer include:► Should I invest in paid marketing or focus on content creation?► How can I build an effective marketing funnel instead of disconnected activities?► What's the most efficient way to grow from $60M to $250M+ in AUM?If you're trying to do too many marketing activities at once without a cohesive strategy, this episode will show you how focusing on one channel—done exceptionally well—can drive more growth than multiple scattered efforts.Listen in as we help Aaron create a focused marketing approach that aligns with his strengths and ideal client profile.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAaron Brask Capital (Aaron’s firm)Aaron Brask’s YouTube ChannelThink You’ve Planned for Retirement? Beware the Tax Torpedo. (Aaron’s interview in The New York Times)White Glove

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.