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
34 snips
Oct 23, 2024 • 1h 5min
Marketing Funnel Basics: What Every Advisor Needs to Know
Discover how to transform your marketing funnels from ineffective to client-generating powerhouses. Learn the essential differences between a marketing funnel and a full marketing plan. Uncover common mistakes advisors make and how to avoid them. Gain insight into the importance of patience in developing effective funnels. Explore strategies for engaging potential clients at trade shows and the power of targeting niche audiences for podcast marketing. Get ready to streamline your approach and convert leads into loyal clients!
4 snips
Oct 16, 2024 • 35min
Advice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway)
In this conversation with Ben Galloway, a certified financial planner at Greenspring Advisors, the intricacies of converting prospects into clients are explored. Ben discusses defining his ideal client, particularly within the LGBTQ creative community, and how to craft relatable, authentic content. The importance of presenting oneself genuinely online and creating urgency without being pushy is emphasized. Listeners will learn strategies for understanding client pain points and the value of networking for professional growth.
23 snips
Oct 9, 2024 • 43min
Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
Paul Sydlansky, Founder of Lake Road Advisors, dives into strategies for doubling his firm's size in five years. He debates the merits of digital marketing versus client referrals, emphasizing the importance of personal relationships. Paul discusses tracking referral sources and online leads, sharing insights on effective marketing metrics. He also highlights the value of email marketing and client gifting techniques that prioritize meaningful connections. Tune in to learn practical tips for enhancing client engagement and sustainable growth!
40 snips
Oct 2, 2024 • 56min
Why Overthinking Will Ruin Your Marketing With Carl Richards
Carl Richards, a seasoned expert in ethical marketing for financial advisors, shares his insights on overcoming marketing failures and embracing authenticity. He discusses the crucial balance between experimentation and focused effort, advocating for a shift in mindset toward ethical practices. Listeners learn about simplifying marketing strategies, prioritizing quality client engagement, and designing intentional marketing frameworks. With personal anecdotes, Richards emphasizes the importance of clarity and integrity in building meaningful connections with clients.
11 snips
Sep 25, 2024 • 49min
5 Marketing Improvements To 3x Revenue In Three Years
Discover the path to transforming a financial practice from $400,000 to over $1 million in just three years. The journey underscores the significance of identifying your ideal client and creating a focused marketing funnel. Delve into the power of authentic content and strategic SEO to connect with prospects. Learn how to navigate marketing challenges, from perfectionism to effective delegation. Unlock the secrets of crafting a successful podcast and integrating valuable calls to action that resonate with your audience.
43 snips
Sep 18, 2024 • 44min
Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)
Elliott Appel, a financial advisor focused on refining his digital marketing funnel, dives into strategies for converting website visitors into clients. He explores the effectiveness of email marketing versus YouTube and SEO, discussing ways to enhance pop-up conversion rates and crafting impactful lead magnets. Elliott emphasizes the importance of targeted email campaigns and engaging content, while also sharing tactics for new YouTube creators to grow their audience. His insights are invaluable for anyone looking to attract their ideal clients through effective digital marketing strategies.
42 snips
Sep 11, 2024 • 40min
Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)
Jason Sherman, a dedicated financial advisor, seeks to enhance his marketing strategy in this insightful discussion. He dives into why his current efforts aren't yielding results and explores how to refine his niche to attract the right clients. Topics include the value of clear messaging, the importance of digital marketing and networking beyond existing referrals, and strategies for engaging specific demographics like banking and aviation professionals. The conversation concludes with practical advice for building trust and nurturing client relationships to improve overall marketing effectiveness.
57 snips
Sep 4, 2024 • 49min
Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)
Join financial advisor Erik Baskin as he navigates the tricky waters of podcasting aimed at turning listeners into clients. He dives into essential strategies for fixing his podcast marketing funnel and optimizing content for his ideal audience. Baskin explores niche marketing, particularly targeting military veterans, and weighs the pros and cons of social media in growth efforts. He also considers whether to adopt monologue or guest formats and how to address the specific financial pain points of young professionals, ultimately aiming to refine his podcast for greater client engagement.
Aug 21, 2024 • 28min
How (and Why!) We Built This Show for Advisors
In this engaging discussion, marketing professionals Taylor and Kendra reveal their motivations for launching a podcast aimed at advisors despite their hectic schedules. They share insights on ethical marketing and actionable strategies to help advisors thrive. Highlighting the importance of collaboration, they encourage embracing the unknown in podcasting. With a dash of humor, they share quirky personal anecdotes and emphasize sustainable marketing strategies that promote both community engagement and work-life balance.
