Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright
  • 5.0 (14)
  • MARKETING
  • UPDATED WEEKLY
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.

  1. 2 DAYS AGO

    Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)

    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:  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)

    34 min

  2. DEC 4

    The Hidden Risks of Relying Solely on Client Referrals

    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:  Sign up to be an advisor guest on the showFiComm Study 2024Kitces Marketing Study 2022Marketing Funnel Basics For Advisors (AMMS Episode)

    38 min

  3. NOV 27

    Advice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)

    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:  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)

    43 min

  4. NOV 20

    Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)

    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:  Sign up to be an advisor guest on the showChad 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

    34 min

  5. NOV 13

    7 Questions to Ask Before Hiring Marketing Help

    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:  Sign up to be an advisor guest on the showLinkedIn Operating System by Justin Welsh

    40 min

  6. NOV 6

    Advice Line: How To Focus Your Marketing Efforts For Better Results (Ryan Furlong)

    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:  Sign up to be an advisor guest on the showPurpose Path Capital (Ryan’s Firm)How Growth Focused Firms Write Killer Copy (Slides)Nate Hoskin's landing pageLeadpagesPocketNotion

    42 min

  7. OCT 30

    Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)

    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:  Sign up to be an advisor guest on the showCoastal Capital Advisors (Joe’s Firm)Justin Welsh's LinkedIn CourseJustin’s Interview on Jay Clouse’s Podcast (Creator Science)JotformLeadpages ConvertKit (now known as “Kit”)Taylor's free retirement assessment page

    42 min

  8. OCT 23

    Marketing Funnel Basics: What Every Advisor Needs to Know

    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:  FREE Marketing Funnel Template (+Walkthrough Video)Learn How to Join Us on a Future ‘Advice Line’ Episode

    1h 4m
See All (16)

5
out of 5
14 Ratings

About

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.

Information

  • Creator
    Taylor Schulte and Kendra Wright
  • Years Active
    2K
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © Copyright 2024 Taylor Schulte and Kendra Wright
  • Show Website
    Advisor Marketing Made Simple

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