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Advisor Marketing Made Simple
Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)
00:06:22
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- [00:00]
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Hey, it's Kendra and Taylor and we're here to make Advisor Marketing simple.
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Hey everyone, Taylor Schulte here, co host of Advisor Marketing Made Simple. I'm dropping in today to remind you that applications to join us as an advice line guest are closing on Friday, February 28th. To apply, just visit taylorschulte.com apply and we've also included a link in the episode description right there in your podcast app to make it really easy for you. But I'm sharing this bonus episode with you today because I don't want you to miss out on this opportunity to get your big marketing questions answered by two experienced marketing nerds who want to help you reach and help more of your ideal clients. And since we've received several questions from our listeners about the advice line process and what to expect as a guest, I thought it would be helpful to jump behind the mic today and share some additional information with you. But first, I want to share an awesome success story. Thomas Cook recently joined us as an advice line guest. He's a financial planner in Knoxville, Tennessee who loves pickleball and loves helping everyone. And I mean everyone. If you listen to the episode, you might recall Thomas trying to figure out how he could educate young professionals through YouTube while also trying to attract high net worth retirees to his firm through in person networking and email marketing. Naturally, it was hard to do at all and he acknowledged that growing his firm was most important. So we suggested that he pivot his YouTube content to speak to his ideal retiree client and share how he could pair his digital efforts with his in person networking strategies. He had some hard decisions to make, but ultimately he took our advice and here's what he recently shared with us. Kendra and Taylor encouraged me to do less and how it would actually be more. I cut back on everything but YouTube where they thought my time and talent would serve me best. I began to focus on one audience and hired a YouTube coach. In the few months in the few short months that followed, I had more booked calls than the entire year prior. Less has proven to be more. Thank you Kendra and Taylor. This is one of many success stories that we've heard after advisors have joined us on the show and we want more of them. If you've ever listened to an advice sign episode and found it helpful or inspirational, this is your opportunity to not only get help working through your own marketing challenges, but also give back to the advisor community. Because we all benefit from having these amazing conversations, occasions and learning alongside our peers. And if you've ever thought after listening to one of these episodes. Gosh, I would love some guidance, but I'm not sure if my question is big enough or if I want to share everything on air. Well, you're not alone. Many advisors feel that way. But here's the thing. You don't have to be struggling. Some of our best episodes come from advisors who simply want a second opinion or fresh ideas and you are in control of what you share. We will only discuss what you are comfortable with. And lastly, the biggest breakthroughs often come come from issues that are obvious to us, but blind spots to you. And most are not hard to fix. We work with advisors at all levels, whether you're building from scratch, refining what's already working, or just need a new perspective. After talking to dozens of advisors on the show, we've concluded that the thing holding back your marketing isn't a big problem. It's just a tiny blind spot, one that's hard to see yourself when you're in the thick of it. For example, here are a few blind spots we recently uncovered on the show. One advisor thought they had niched, but after a quick review, we showed them why their niche was still way too broad and how a simple tweak to their messaging could improve the clarity and conversion rate on their website. Another advisor was spinning their wheels on YouTube, posting content that got good views but no prospect calls. We pinpointed one simple shift in how they position their videos that took them from booking zero calls to four calls within weeks of our conversation. Then there was an advisor who kept getting ghosted after qualified prospect prospects booked their calls. We uncovered this one little weak point in their sales process and gave them a clear language and scripts to move prospects through the sales process without being pushy or gross. This is what we do. Two experienced marketers on one call with one goal to help you improve your marketing so you can reach more of your ideal clients. If you're wondering whether this is for you, if you're wondering if advice line episodes are for you, the answer is yes. And you don't need to be struggling. You don't need to have it all figured out. Some of the best conversations come from advisors who simply want to uncover their next steps in an area that they're stumped, pressure test their strategy, or discover opportunities they didn't even know existed. A recent advice line guest put it best by saying, quote, if you're feeling scared or anxious about peeling back the curtains of your business and joining Taylor and Kendra to work through your marketing challenges, that is precisely your sign that you need to do this and will learn something valuable once again. Applications to Join Us as an Advice Line Guest close on Friday, February 28th we only offer these sessions a few times per year, so if you've been considering it or have any interest in joining us, do not wait. To express your interest and apply, just visit www.taylorshulte.com apply that's taylorschulte.com apply and if you have any questions shoot us a DM on LinkedIn or Twitter or X or whatever you're calling it these days. But thank you very for listening for following along and supporting this show. And be sure to tune in this Wednesday to learn from an email marketing expert how you can write high converting email sequences.
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We hope you enjoyed today's episode. To get the resources shared or sign up to join us as a guest on one of our advice line episodes, check out the links in the show notes. Thanks for listening and we'll see you next week.