

Advisor Marketing Made Simple
Taylor Schulte and Kendra Wright
Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services.
Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency owner implementing successful marketing plans for growth-focused advisory firms.
Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples.
Whether you’re new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business – without the guesswork or frustration.
Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency owner implementing successful marketing plans for growth-focused advisory firms.
Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples.
Whether you’re new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business – without the guesswork or frustration.
Top mentioned books
Here are the most frequently recommended books on the Advisor Marketing Made Simple podcast:
#1 Mentioned in 1 episodes
Wise Women Managing Money

#2 Mentioned in 1 episodes
Traction
Get a Grip on Your Business

#3 Mentioned in 1 episodes
Who Not How

#4 Mentioned in 1 episodes
StoryBrand
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#5 Mentioned in 1 episodes
Who Not How, The Formula to Achieve Bigger Goals Through Accelerating Teamwork

#6 Mentioned in 1 episodes
Building A StoryBrand
Clarify Your Message So Customers Will Listen

#7 Mentioned in 1 episodes
I will teach you to be rich

#8 Mentioned in 1 episodes
The E-myth revisited
why most small businesses don't work and what to do about it