Advisor Marketing Made Simple (Taylor Schulte and Kendra Wright)
Explorez tous les épisodes de Advisor Marketing Made Simple
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| 12 Mar 2025 | Top Advisor Website Questions (Part 1): Should You Share Your Fees & More | 00:31:57 | |
Want 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 fees Whether 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:
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| 20 Nov 2024 | Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden) | 00:35:11 | |
Want 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:
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| 04 Dec 2024 | The Hidden Risks of Relying Solely on Client Referrals | 00:39:02 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is 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 funnel Whether 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:
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| 18 Dec 2024 | Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry) | 00:40:35 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are 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:
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| 18 Feb 2025 | Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!) | 00:06:22 | |
Want 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:
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| 16 Apr 2025 | Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier) | 00:35:31 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages. Key questions we answer include: ► How do you effectively market a niche-focused book to the right audience? ► Should you invest in book promotion or focus on faster client acquisition strategies? ► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars? Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway. Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly. Resources:
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| 05 Mar 2025 | Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley) | 00:46:59 | |
Want 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:
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| 11 Dec 2024 | Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten) | 00:34:51 | |
Want 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 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:
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| 26 Mar 2025 | Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green) | 00:46:01 | |
Want 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:
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| 13 Nov 2024 | 7 Questions to Ask Before Hiring Marketing Help | 00:40:57 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are 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 hire Plus, 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:
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| 18 Sep 2024 | Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel) | 00:43:34 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing? In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results. Key questions we answer include: ► How can I improve my website's pop-up conversion rate? ► What should I include in my email nurture sequence? ► Is YouTube or SEO better for connecting with my niche? Even if you're not targeting widows and caregivers like Elliott, this episode illuminates how to refine your digital marketing to attract and help more of your ideal clients. Resources:
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| 09 Apr 2025 | Building a Structured COI Referral System That Actually Works (Tiffany Charles) | 01:00:50 | |
Want 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 generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business? In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral network that drives predictable growth. Key topics we explore include: ► How to structure a 3-meeting process that turns casual connections into committed referral partners ► Why focusing on 5-7 quality COI relationships is more effective than casting a wide net ► How to maintain professional boundaries and avoid the "friend zone" that kills productivity ► What to do with unqualified referrals to preserve both client and COI relationships ► Which unexpected professionals make excellent referral partners beyond attorneys and CPAs Whether you're just starting to build your COI network or looking to improve your existing referral relationships, this episode provides a clear roadmap for creating a sustainable growth strategy. Tune in to learn how to transform your approach to referral marketing and create a steady stream of ideal clients without the constant hustle of digital marketing. Resources:
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| 19 Mar 2025 | Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups | 00:32:36 | |
Want 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 performance This episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps. Resources:
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| 23 Oct 2024 | Marketing Funnel Basics: What Every Advisor Needs to Know | 01:05:07 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing funnels failing to turn leads into clients? In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm. From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel. We cover: ► The key differences between a marketing funnel and a full marketing plan ► How to design a streamlined funnel that moves leads smoothly through each stage ► Common mistakes advisors make with their funnels and how to avoid them ► Actionable tips to set realistic goals, measure success, and start converting more clients Tune in to learn how to transform your funnel from frustrating to client-generating with straightforward, effective steps tailored to advisors. Whether you’re new to funnels or ready to make yours work even better, this episode will help you gain clarity and take action. Resources:
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| 29 Jan 2025 | The Fastest Path to Growth: Leverage Other People’s Audiences | 00:19:53 | |
Want 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 clients Taylor 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:
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| 23 Apr 2025 | Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co) | 00:46:53 | |
Want 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 decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model? In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether this niche is truly viable for long-term growth. Key questions we answer include: ► Should I continue focusing on Asian Americans or broaden my reach? ► How can I better qualify leads to stop wasting time on unproductive calls? ► What fee structure works best for price-sensitive demographics? Even if you're not targeting Asian Americans, this episode illuminates the critical decision-making process around niching, pricing strategy, and creating clear messaging that attracts your ideal clients. Listen in as we help Jason clarify his target market, refine his website messaging, and build a more efficient sales process that converts qualified prospects into clients. Resources:
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| 12 Feb 2025 | Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook) | 00:48:40 | |
Want 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:
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| 02 Oct 2024 | Why Overthinking Will Ruin Your Marketing With Carl Richards | 00:56:16 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts? In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses. Key questions we explore include: ► How can advisors push through marketing failures and setbacks? ► What's the right balance between experimentation and focused effort? ► How do you market ethically while still driving business growth? ► Should advisors focus on "enough" in their marketing, or always push for more? Whether you're just starting out or looking to take your marketing to the next level, this episode offers practical wisdom to help you connect with ideal clients in an authentic way. Tune in as we discuss overcoming impostor syndrome, designing effective experiments, and consistently delivering value to your audience. Resources:
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| 09 Oct 2024 | Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky) | 00:43:13 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— How do you double your firm's size in five years? Is it through digital marketing or client referrals? In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals. Key questions we answer include: ► Should I focus on digital marketing or client referrals? ► How can I improve my referral process? ► What metrics should I track to measure marketing success? Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients. Resources:
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| 05 Feb 2025 | Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) | 00:34:49 | |
Want 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:
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| 25 Sep 2024 | 5 Marketing Improvements To 3x Revenue In Three Years | 00:48:35 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success. We dive deep into Taylor's current marketing funnel and discuss: ► How to create a successful podcast that attracts ideal clients ► The importance of SEO and how to leverage it effectively ► How to track marketing success without obsessing over metrics Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm. Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects. Resources:
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| 08 Jan 2025 | How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy | 00:38:59 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is 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 plan Tune 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:
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| 26 Feb 2025 | Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman) | 00:45:01 | |
Want 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:
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| 11 Sep 2024 | Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman) | 00:40:25 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing? In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work together to attract new clients. Questions we answer on this episode include: ► My marketing efforts are not working, why? ► How can I refine my niche and target the right clients? ► What marketing activities should I focus on to see more traction? If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads. Resources:
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| 21 Aug 2024 | How (and Why!) We Built This Show for Advisors | 00:27:49 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Welcome to the first episode of Advisor Marketing Made Simple! We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created this podcast and get a preview of what to expect as new episodes launch every Wednesday. Resources:
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| 02 Apr 2025 | Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll) | 00:41:09 | |
Want 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:
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| 16 Oct 2024 | Advice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway) | 00:35:26 | |
Want 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 convert qualified prospects into clients? Wondering how to create urgency without being pushy? In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conversion rates. Key questions we answer include: ► How can I encourage prospects to take action without being pushy? ► Should I niche down to LGBTQ creative entrepreneurs? ► How can I create more authentic and engaging content? Even if you're not struggling to close qualified leads, this episode illuminates how to refine your marketing message, stand out online, and convert more of your ideal prospects into long-term clients. Tune in to learn how to authentically grow your practice while staying true to who you are. Resources:
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| 27 Nov 2024 | Advice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck) | 00:43:42 | |
Want 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 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:
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| 15 Jan 2025 | Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland) | 00:48:40 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is 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:
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| 19 Feb 2025 | How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin) | 00:50:28 | |
Want 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 content Whether 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:
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| 22 Jan 2025 | Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier) | 00:41:42 | |
Want 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 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:
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| 06 Nov 2024 | Advice Line: How To Focus Your Marketing Efforts For Better Results (Ryan Furlong) | 00:43:22 | |
Want 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 your niche and grow your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website. Key questions we answer include: ► How can I uncover my ideal clients' true pain points? ► Should I focus on Twitter, LinkedIn, or both for marketing? ► What's the best way to create a personal brand while working for another firm? Whether you're a new advisor or looking to take your firm to the next level, this episode provides actionable advice on honing your marketing message and attracting your ideal clients. Tune in to learn how to cut through the noise and build a thriving advisory business. Resources:
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| 30 Oct 2024 | Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall) | 00:42:49 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success? In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level. Key questions we answer include: ► How can I improve my LinkedIn strategy to attract more qualified prospects? ► What's the best way to convert LinkedIn followers into email subscribers? ► Should I focus on SEO or other marketing channels right now? Whether you're looking to refine your social media approach or build a more comprehensive marketing funnel, this episode offers valuable insights for advisors seeking to grow their firm through digital marketing. Resources:
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| 04 Sep 2024 | Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin) | 00:49:01 | |
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you. In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back. Additional questions we answer include: ► How can I grow my show without using social media? ► Should I post my podcast on YouTube? ► Which format grows my podcast better: solo or guest episodes? Even if you do not have a podcast, this episode illuminates the power of understanding and clearly articulating the pain points of your ideal prospect and how those flow downstream to your marketing efforts. Tune in as we give advice on how to turn podcast listeners into prospects eager to hire you as their financial advisor. Resources:
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