Podcast
Advisor Marketing Made Simple
Hosted by Taylor Schulte and Kendra Wright · EN
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.
61episodes
Episodes
Newest firstAll episodes
Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
Apr 2, 202500:41:09Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience?In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expertise and values.Key questions we address include:► How can I effectively narrow down my target market without losing opportunities?► What's the best way to research and understand my ideal client's pain points?► Should I focus on Facebook ads or explore other marketing channels?► How do I build a marketing funnel that converts?Whether you're targeting conservative business owners or another specific niche, this episode reveals why understanding your ideal client is crucial before implementing any marketing strategy. Learn how to conduct effective market research and build a focused marketing approach that attracts qualified prospects.Tune in to discover how to transform your marketing from scattered to strategic and start attracting the right clients to your practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRyleigh Wealth Management (Andrew’s firm)Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan SullivanThe Advisor CoachMoneyVisuals by Ashby DanielsSnappy Kraken
SummaryAdvice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
Mar 26, 202500:46:01Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience?In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craft a clear strategy to attract and serve his ideal clients.Key questions we answer include:► How do you choose between passion and profitability when selecting a niche?► What's the right approach to messaging when broadening your target market?► How should you align your marketing activities with your chosen niche?If you're wrestling with niche selection or struggling to connect your marketing efforts with your ideal prospects, this episode provides actionable insights to help clarify your path forward. Whether you're just starting out or considering a pivot in your practice, tune in to learn how to build a more focused and effective advisory business.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAssist Financial Planning (Justin’s firm)Dollars and Dumbbells (Justin’s podcast)XYPN (XY Planning Network)NAPFA (National Association of Personal Financial Advisors)Satori Wealth ManagementCreator Science Podcast by Jay ClouseThe Long Term Investor YouTube Channel by Peter LazaroffThe Ramsey Show Podcast by Dave Ramsey
SummaryTop Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
Mar 19, 202500:32:36Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your website causing confusion instead of converting clients?In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers.We cover:► The pros and cons of maintaining separate personal brand websites alongside your firm site► Practical strategies to convert visitors into email subscribers with benchmarks► Essential tools and plugins that can dramatically improve your site's performanceThis episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRitholtz Wealth ManagementPlanCorpPure Financial Hotjar (Heat Mapping Tool) Readwise (Reading & Research Tool) OptinMonster (Email Capture Plugin) Yoast SEO (SEO Plugin for Websites) Fusebox (Podcast Player Plugin) Easy Table of ContentsTablePress (Table Formatting Plugin)Typeform (Form & Survey Tool)Google Programmable Search Engine
SummaryTop Advisor Website Questions (Part 1): Should You Share Your Fees & More
Mar 12, 202500:31:57Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your advisor website failing to convert visitors into clients despite your investment?In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice.We cover:► When it's actually time to redesign your website (and when a simple refresh will save you thousands)► The critical difference between website design and copy—and why one matters significantly more► Strategic approaches to displaying pricing on your website based on your practice's growth stage► How to create appropriate "friction" in your lead generation process to attract qualified prospects► Practical ways to filter website visitors based on their ability to pay your feesWhether you're considering a complete website overhaul or simply need to optimize what you have, this episode provides actionable guidance to help you make strategic decisions about your digital presence.Tune in to learn how to stop wasting resources on ineffective website strategies and start creating a digital experience that actually supports your business goals.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBroadridge 2024 Marketing Study Geometric Advisors WebsiteTaylor’s Marketing Funnel Template
SummaryAdvice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
Mar 5, 202500:46:59Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity.Questions we answer include:► How should I balance creating high-effort posts vs. frequent content?► What's the best way to grow my LinkedIn network with ideal prospects?► How can I optimize my marketing funnel from LinkedIn to client calls?Whether you're just starting out or looking to level up your LinkedIn game, this episode provides actionable strategies for building an effective marketing funnel - from connecting with prospects to creating engaging content that resonates with your target audience.Listen in as we help Andy transform his LinkedIn presence from simply gathering connections to systematically converting followers into ideal clients ready to engage his services.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredTwo Trails Financial Planning (Andy’s firm)Base Camp and Summit Wealth Services (Andy’s firm’s offerings)CanvaMailchimpCalendlyLinkedIn Sales NavigatorHoskin Capital
SummaryAdvice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)
Feb 26, 202500:45:01Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects?In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content creation to webinar strategies, we help him develop a more focused and sustainable approach.Key questions we answer include:► Should I target both corporate and small business owner lobbyists?► How do I build an effective marketing funnel for busy professionals?► What's the best way to leverage LinkedIn and webinars together?If you're trying to balance multiple marketing channels or struggling to narrow your niche, this episode provides actionable insights on building a more targeted and efficient marketing strategy. Whether you work with lobbyists or not, you'll learn valuable lessons about focusing your marketing efforts for better results.Tune in to discover how to stop spreading yourself too thin and create a more intentional marketing approach that attracts your ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAdvocate Wealth (Eli’s firm)LinkedIn ZoomVimeoSales Navigator
SummaryHow to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)
Feb 19, 202500:50:28Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.Key topics we explore include:► How to structure welcome sequences that build trust and engagement► The "Rule of One" principle for writing more effective emails► Creating pre and post-appointment sequences that boost close rates► Using client stories to demonstrate value without compliance issues► The right balance between automated and personalized email contentWhether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately.Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredVisit Francesca’s WebsiteConnect with Francesca on LinkedInFrancesca’s Free Growth PlaybookHemingway AppLoomFathom AIJump AIOtter AICalendlyRedtailEP 9: Marketing Funnel BasicsEP 6: Why Overthinking Will Ruin Your Marketing
SummaryWant Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)
Feb 18, 202500:06:22Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation!If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. Visit https://www.taylorschulte.com/apply to submit your application today!Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions Answered
SummaryAdvice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
Feb 12, 202500:48:40Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.Key questions we answer include:► Should I run two separate businesses targeting different demographics?► How can I balance making an impact with growing my practice?► Where should I focus my marketing efforts for the best results?Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRetire to Tellico (Thomas’ firm)Refine Your Plan (Thomas’ Youtube channel)Stay Wealthy Retirement Show (Taylor’s podcast)The Society of Advice with Carl Richards
SummaryAdvice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)
Feb 5, 202500:34:49Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach.Key questions we answer include:► How specific should my niche be when targeting different demographics?► What's the best way to leverage podcast guest appearances?► How can I create marketing materials that truly resonate with my ideal clients?Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels.Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice.Resources: Sign up to be an advisor guest on the showApprise Wealth Management (Phil’s firm)ChatGPTGoogle AdWordsNavigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)
Summary