Advisor Marketing Made Simple

In this discussion, Jack Hudson, a partner at Applied Capital, seeks expert advice on client segmentation and optimizing his LinkedIn strategy for higher-net-worth clients. The hosts tackle how to balance service for larger clients while supporting junior advisors with smaller accounts. They explore the importance of tailored service models and separate marketing funnels for different client segments. Additionally, actionable insights on LinkedIn tactics, including targeted connection strategies and consistent posting, are shared to enhance client engagement and conversion.

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it?In this LIVE "Advice Line" episode from the 2025 Future Proof conference, financial advisor Eric Rodriguez asks us to diagnose why his YouTube channel isn't generating any clients despite significant investment. We break down his entire marketing funnel to identify exactly where it's broken and provide actionable solutions to fix it.Key questions we answer include:► Why aren't my YouTube videos converting viewers into clients?► How much should I spend on YouTube marketing to see results?► Where in my marketing funnel should I focus my improvement efforts first?► How can I better align my website messaging with my target audience?Even if you're not using YouTube, this episode reveals universal marketing principles that apply to any platform. Learn how to identify where your marketing funnel is broken and what specific steps to take to fix it.Whether you're just starting with digital marketing or looking to optimize your existing efforts, tune in for practical advice on turning your content into clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredWealthBuilders (Eric’s firm)Eric’s YouTube Channel1of10 (YouTube AI tool)Clickables (YouTube thumbnail design)

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 firm but unsure where to focus your marketing efforts? In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of building the ClearWealth brand across Eastern Iowa. Despite having a solid client base, Ryan finds himself caught between serving clients (which he loves) and marketing his practice (which he doesn't enjoy). We help him navigate this common dilemma that many advisors face.Key questions we answer include:► How do you build a recognizable brand when marketing isn't your passion?► Should you market to multiple client types or focus on one ideal client profile?► What community-based marketing strategies work best for advisors who prefer relationships over content creation?Even if you're not looking to build a regional brand, this episode illuminates the critical balance between systematizing your client service model and implementing strategic marketing that feels authentic to you.Tune in as we provide actionable advice on how to grow your practice while staying true to what you enjoy most about being a financial advisor.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredClearWealth (Ryan’s firm)SmartAssetZoe Wealth PlatformCFP.netXY Planning NetworkEP 44: Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)EP 33: Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)EP 31: Building a Structured COI Referral System That Actually Works (Tiffany Charles)

Aditi Kapadia, the founder of Wealth IQ and a solo financial advisor, joins the conversation to tackle her challenges in articulating value to high-earning clients. She explores what it means to serve globally-minded professionals and dives into how past financial systems influence their planning. The discussion covers the importance of narrowing her ideal client profile and effective marketing strategies. Aditi shares her insights on using case studies and structured experimentation to refine her services and attract the right clientele.

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 podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility?In this LIVE "Advice Line" episode, financial advisor Jesse Cramer joins us to troubleshoot his podcast marketing strategy. With 12,000 monthly downloads and a thriving email list of 4,000 subscribers, Jesse's middle-of-funnel is working well—but he needs help attracting more listeners to feed his client pipeline.Key questions we answer include:► How can I systematically increase podcast guesting opportunities?► Should I narrow my target audience for better marketing focus?► What's the most effective way to convert DIY listeners into clients?Whether you're a podcaster looking to grow your audience or an advisor seeking to leverage content marketing, this episode provides actionable strategies for building authentic relationships with other content creators and crafting more intentional calls to action.Tune in as we help Jesse transform his "raw talent" podcast into a refined client acquisition machine.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBest Interest (Jesse’s blog and podcast)Cobblestone Capital Advisors (Jesse’s firm)Stay Wealthy Retirement Podcast (Taylor’s podcast)Building a Structured COI Referral System That Actually Works (Tiffany Charles) (previous Advisor Marketing Made Simple episode)The Advisor Journey (Altruist’s podcast)The Go-Giver by Bob Burg and John David MannKit (formerly ConvertKit)WordPressFuseboxLinktree

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