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.
51 episodes
Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)
00:44:378/20/2025
Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)
00:44:488/13/2025
Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)
00:38:448/6/2025
Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)
00:39:077/30/2025
Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)
00:51:447/23/2025
Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)
00:38:577/16/2025
Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)
00:36:247/9/2025
Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE With Devin Watts)
00:33:107/9/2025
Advice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)
00:33:107/2/2025
Advice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)