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
The Fastest Path to Growth: Leverage Other People’s Audiences
Jan 29, 202500:19:54Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics?In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leveraging established platforms is more effective than building your own from scratch.Key topics covered include:► The three layers of an effective marketing funnel and how to use them► Why guest appearances on established platforms outperform other marketing strategies► The 5 essential requirements for successful platform leveraging► A real case study of how one podcast guest appearance led to 4 new clientsTaylor also shares practical insights on relationship building, crafting clear calls-to-action, and choosing the right platforms to reach your ideal clients. Whether you're a new advisor or looking to accelerate your firm's growth, this episode provides a proven framework for marketing success.Tune in to learn how to shortcut your path to building a trusted audience and consistently attract qualified prospects to your practice.Resources: Sign up to be an advisor guest on the showDefine Financial (Taylor’s Firm)Stay Wealthy Retirement Show (Taylor’s Podcast)
SummaryAdvice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)
Jan 22, 202500:40:35Summary readyAre you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.Key questions we address include:► How many clients should I target to reach my revenue goals?► What's the most effective way to scale beyond my warm market?► Should I focus on referral marketing or explore other channels?Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.Resources: Sign up to be an advisor guest on the showHigher Impact Financial (Eric’s firm)Dex CRMThe E-Myth Revisited by Michael GerberDan Sullivan (Author)XY Planning Network (XYPN)NAPFAKitces Marketing Research on Referral MarketingAltruist
SummaryAdvice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)
Jan 15, 202500:47:33Summary readyIs your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out.Key questions we answer include:► How much time should you dedicate to SEO versus other marketing activities?► When should you update existing content versus creating new posts?► Should you maintain multiple marketing channels or focus on what works?► How do you know when to accept defeat on underperforming content?Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice.Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects.Resources: Sign up to be an advisor guest on the showArnold & Mote Wealth Management (Matt’s Firm)Google AdsKit (formerly ConvertKit)Convert PlayerTrellofpPathfinderPageSpeed Insights
SummaryHow to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy
Jan 8, 202500:37:52Summary readyIs marketing overwhelm holding your firm back from real growth?In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.We cover:► Three key sources of marketing overwhelm and how to address each one► Why doing "half as many things twice as well" leads to better results► How to identify which marketing activities you're doing just because you "should"► The simple framework of using one traffic platform and one nurture platform► When (and how) to strategically add new marketing activities to your planTune in to learn how to transform your scattered marketing efforts into a streamlined, results-driven approach that matches your firm's goals and capacity.Whether you're overwhelmed by current marketing activities or looking to build a more focused strategy, this episode will help you gain clarity and take decisive action.Resources: Sign up to be an advisor guest on the showAdvice Line: How to Turn Podcast Listeners into Clients (Erik Baskin)FidelityLinkedInYouTube
SummaryAdvice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)
Dec 18, 202400:39:28Summary readyAre your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. Key questions we answer include:► How can I increase my website's conversion rate?► Should I focus on one marketing channel or try to do it all? ► What's the best way to clarify my niche and target audience?Even if you're not targeting Gen X clients like Preston, this episode illuminates how to refine your digital marketing to attract more of your ideal prospects and turn them into clients.Tune in as we break down Preston's marketing funnel and provide a roadmap for boosting conversions across multiple channels.Resources: Sign up to be an advisor guest on the showPreston’s Firm: Concurrent Financial PlanningPreston’s YouTube ChannelPreston’s Podcast
SummaryAdvice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)
Dec 11, 202400:33:44Summary readyAre you struggling to generate consistent leads for your new financial advisory firm? You're not alone.In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.Key questions we answer include:► Should I focus on local or national marketing efforts?► How can I maximize the impact of my community college presentations?► What's the best way to convert seminar attendees into prospects?Whether you're a new advisor or looking to refine your marketing strategy, this episode offers valuable insights on how to generate more qualified leads and grow your practice. We discuss the pros and cons of various marketing channels and provide practical tips for improving conversion rates from in-person events.Tune in to learn how to streamline your marketing efforts and attract more of your ideal clients.Resources: Sign up to be an advisor guest on the showDavid’s Firm: Next Phase FPKitces Summit Presentation: Ryan Morrisey (For in-person classes at the community college)
SummaryThe Hidden Risks of Relying Solely on Client Referrals
Dec 4, 202400:37:55Summary readyIs relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit your growth and client quality► The importance of having a structured, intentional referral process► How to balance referrals from clients vs. centers of influence (COIs)► Strategies for creating a more predictable and sustainable marketing funnelWhether you're currently thriving on referrals or struggling to generate them, this episode will help you evaluate your approach and consider new ways to attract ideal clients.Tune in to gain insights on building a more robust marketing strategy that gives you greater control over your firm's growth and allows you to be more selective with your clientele.Resources: Sign up to be an advisor guest on the showFiComm Study 2024Kitces Marketing Study 2022Marketing Funnel Basics For Advisors (AMMS Episode)
SummaryAdvice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)
Nov 27, 202400:42:35Summary readyAre you struggling to build an effective marketing funnel for your virtual financial planning practice? In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.Key questions we answer include:► How can I build an effective top-of-funnel strategy as a virtual advisor?► Should I focus on SEO, social media, or other channels to attract clients?► What's the best way to nurture leads and convert website visitors?Even if you're not targeting pre-retirees, this episode illuminates how to create a focused digital marketing funnel to attract your ideal clients online. Tune in as we guide Joe through refining his niche, improving his content strategy, and developing an email nurture sequence to grow his practice.Resources: Sign up to be an advisor guest on the showStage Ready FP (Joe’s Firm)Taylor's marketing funnel template and video walkthroughBen Carlson's blog "A Wealth of Common Sense"Taylor's "Medicare IRMAA" SEO optimized blog postfpPathfinder for downloadable charts (Taylor's email opt-in)
SummaryAdvice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)
Nov 20, 202400:34:04Summary readyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you grow an email list for your financial advisory practice?In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice. Key questions we address include:► Is email marketing the right focus for growing my practice?► How can I leverage my speaking engagements to build my list?► Should I go local or national with my marketing efforts?Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy.Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredChad Chub - an advisor who has a well-niched website for physicians.Tyler Olson - an advisor who focuses on early and mid-career physicians.Brian Hanks - an advisor who specializes in working with dentists.“The Best Marketing Strategy” on The Experiments in Advisor Marketing Podcast
Summary7 Questions to Ask Before Hiring Marketing Help
Nov 13, 202400:39:50Summary readyAre you considering hiring marketing help for your financial advisory firm but unsure where to start?In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence.Key questions we answer include:► Signs it's time to hire marketing help (and when to hold off)► The three main types of marketing assistance: consultants, agencies, and full-time hires► Key questions to ask potential marketing partners before signing on► Red flags to watch out for when vetting marketing professionals► Alternative solutions if you're not ready to hirePlus, we reveal insider tips on setting realistic budgets, avoiding common pitfalls, and ensuring a successful collaboration with your marketing team.Whether you're experiencing a growth plateau or looking to scale rapidly, this episode provides actionable insights to help you make informed decisions about your firm's marketing strategy.Tune in to gain clarity on your marketing needs and learn how to find the right support to take your advisory business to the next level.Resources: Sign up to be an advisor guest on the showLinkedIn Operating System by Justin Welsh
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