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.
Episodes
Mentioned books
6 snips
May 21, 2025 • 44min
Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)
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.
May 14, 2025 • 42min
Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)
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.
9 snips
May 7, 2025 • 44min
Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)
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.
6 snips
Apr 30, 2025 • 43min
How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)
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.
Apr 23, 2025 • 47min
Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
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.
Apr 16, 2025 • 36min
Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)
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.
4 snips
Apr 9, 2025 • 1h 1min
Building a Structured COI Referral System That Actually Works (Tiffany Charles)
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.
Apr 2, 2025 • 41min
Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
In this conversation, financial advisor Andrew Zoll, looking to enhance his marketing skills, seeks expert advice on his ineffective Facebook ad campaign. The discussion dives into the importance of pinpointing his target market and the nuances of establishing a marketing funnel that resonates with high-value clients. Zoll learns about the power of niche marketing, understanding client pain points, and the need for tailored strategies. The hosts also stress the significance of market research and a streamlined approach to attract the right clientele efficiently.
Mar 26, 2025 • 46min
Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
In this captivating discussion, Justin Green, founder of Assist Financial Planning and a financial advisor, seeks expert guidance on refining his marketing niche. He shares his journey of targeting various audiences, from millennials to fitness coaches, and grapples with balancing passion and profitability. Key insights include the importance of aligning messaging with specific client pain points, the benefits of focusing on online entrepreneurs, and strategies for using platforms like LinkedIn and YouTube to enhance engagement and attract ideal clients.
11 snips
Mar 19, 2025 • 33min
Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
Uncover the secrets to a successful financial advisor website! Explore the tricky balance between personal and corporate brands, and discover efficient strategies to convert visitors into email subscribers. Learn how essential tools like Hotjar and OptinMonster can enhance your site's performance. You'll also find practical tips to improve user experience without a full redesign. This insightful discussion promises to help advisors make their websites work harder for their businesses!
