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Advisor Marketing Made Simple

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.
39 episodes

Episodes

Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)

00:36:335/28/2025

Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)

00:43:535/21/2025

Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)

00:41:595/14/2025

Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)

00:43:395/7/2025

How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)

00:42:374/30/2025

Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)

00:46:534/23/2025

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