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.
33 episodes
Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)
00:35:314/16/2025
Building a Structured COI Referral System That Actually Works (Tiffany Charles)
01:00:504/9/2025
Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
00:41:094/2/2025
Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
00:46:013/26/2025
Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
00:32:363/19/2025
Top Advisor Website Questions (Part 1): Should You Share Your Fees & More
00:31:573/12/2025
Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
00:46:593/5/2025
Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)
00:45:012/26/2025
How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)
00:50:282/19/2025
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