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 you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation!If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. Visit https://www.taylorschulte.com/apply to submit your application today!Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions Answered

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 focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.Key questions we answer include:► Should I run two separate businesses targeting different demographics?► How can I balance making an impact with growing my practice?► Where should I focus my marketing efforts for the best results?Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRetire to Tellico (Thomas’ firm)Refine Your Plan (Thomas’ Youtube channel)Stay Wealthy Retirement Show (Taylor’s podcast)The Society of Advice with Carl Richards

Phil Weiss, a financial advisor at Apprise Wealth Management, seeks to refine his marketing to better target women facing major life transitions. The discussion reveals strategies for narrowing down his niche and crafting messages that resonate with specific client pain points. They explore the significance of tailored content, the impact of leveraging podcast appearances, and the evolving role of referrals. Listeners will gain insights into enhancing their marketing effectiveness and creating materials that truly connect with their audience.

Discover how financial advisors can rapidly grow their practice by leveraging established platforms. Key insights include the three layers of an effective marketing funnel and why guest appearances can lead to significant client acquisition. Learn the five essential requirements for successfully tapping into other people's audiences. Hear a compelling case study highlighting one podcast appearance that resulted in four new clients. Gain practical tips on relationship building and crafting effective calls-to-action to attract your ideal clients.

In this insightful discussion, financial advisor Eric LaNier from Higher Impact Financial shares his quest to escape the limitations of referral-based growth. He explores strategies for building a scalable marketing system, targeting younger clients, and moving beyond his existing networks. The conversation dives into mastering referral marketing, defining ideal clients, and using tools like DexCRM for effective outreach. Listeners will gain actionable advice on leveraging personal strengths and developing intentional marketing strategies for sustainable business success.

In this engaging discussion, Matt Hylland, a financial advisor at Arnold & Moat Wealth Management, seeks solutions for his plummeting website traffic. He grapples with how to balance his SEO efforts with other marketing strategies. The hosts unpack the nuances of content management, advising on when to refresh old posts versus creating new ones. They emphasize the importance of understanding client conversions and suggest leveraging platforms like Google Ads and YouTube. Tune in for insights on transforming SEO from a time-suck to a lead-generating powerhouse!

Feeling overwhelmed by marketing? Discover how to simplify your strategy and focus on what truly drives results. Learn to prioritize effective efforts over unnecessary tasks. Explore the concept of doing 'half as many things twice as well' for better success. Uncover the importance of a consistent, metrics-driven approach while evaluating potential new channels. This insightful discussion empowers you to streamline your marketing for sustainable growth!

Dr. Preston Cherry, a financial advisor at Concurrent Financial Planning, explores how to enhance digital marketing conversions. He delves into the importance of effective Calls to Action (CTAs) and the need to refine his ideal client avatar. The discussion highlights strategies for prioritizing quality leads over quantity, with a focus on analytics and optimized landing pages. They also emphasize tailoring messaging for Gen X clients while advocating for a concentrated marketing effort, like mastering podcasting, to boost client acquisition.

David Edmisten, a financial advisor from Next Phase Financial Planning in Prescott, Arizona, explores how to generate consistent leads for his new firm. He discusses the challenges faced by new advisors in securing clients and dives into the effectiveness of local versus national marketing. The conversation highlights the power of community engagement, local SEO, and educational presentations. Edmisten seeks actionable strategies to convert seminar attendees into prospects and optimize outreach efforts, emphasizing the importance of patience and a focused approach in building a successful practice.

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit your growth and client quality► The importance of having a structured, intentional referral process► How to balance referrals from clients vs. centers of influence (COIs)► Strategies for creating a more predictable and sustainable marketing funnelWhether you're currently thriving on referrals or struggling to generate them, this episode will help you evaluate your approach and consider new ways to attract ideal clients.Tune in to gain insights on building a more robust marketing strategy that gives you greater control over your firm's growth and allows you to be more selective with your clientele.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredFiComm Study 2024Kitces Marketing Study 2022Marketing Funnel Basics For Advisors (AMMS Episode)