Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright
  • 5.0 (19)
  • 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. 5D AGO

    Advice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)

    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 whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out? In this LIVE "Advice Line" episode, financial advisor Taylor Bell from Equitas Financial joins us to discuss his marketing dilemma. As the founder of an LGBTQ+ focused RIA, Taylor wants to know the best approach for building his online presence while avoiding the perfectionism that's keeping him from taking action. Key questions we answer include: ► Should I develop a personal brand or focus on my firm brand? ► Which marketing channel should I prioritize as a new advisor with limited time? ► How do I create an effective marketing funnel that speaks to my niche? If you're a financial advisor who serves a specific niche and feels overwhelmed by all the marketing options available, this episode provides clarity on how to simplify your approach and start taking action today. Listen in as we help Taylor develop a focused marketing strategy that leverages his strengths and speaks directly to the unique financial planning needs of his ideal clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAequitas Financial (Taylor Bell’s firm)Google My BusinessAdvice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)Michael Kitces Marketing Summit

    45 min

  2. JUN 4

    Advice Line: How to Clarify Your Niche So Clients Say Yes Faster (Jeff Venables)

    Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works? In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jeff faces the classic new advisor challenge: how to gain traction when you're wearing multiple hats and have limited marketing experience. Key questions we answer include: ► How do you choose between two compelling niches (new teachers vs. those nearing retirement)? ► What website messaging changes will instantly connect with your ideal clients? ► How can you leverage other people's platforms to grow without creating endless content? Whether you're transitioning careers into financial planning or simply trying to clarify your marketing message, this episode provides a practical roadmap for simplifying your approach and focusing your efforts where they'll have the greatest impact. Tune in as we help Jeff create a straightforward marketing funnel that leverages his unique position as someone who perfectly embodies his ideal client. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredVenables Financial Solutions (Jeff’s firm)Get the Advisor Copy Coach from Kendra: rebelmediaagency.com/copyworkshopAdvice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)The Fastest Path to Growth: Leverage Other People’s Audiences

    39 min

  3. MAY 28

    Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)

    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 attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others? In this LIVE "Advice Line" episode, financial advisor Neil Chacko joins us to troubleshoot his marketing strategy for targeting Christian pre-retirees. Neil has a passion for helping Christians manage their finances using biblical principles but isn't sure how to effectively reach this audience while maintaining his partnership in a more generalized practice. Key questions we answer in this episode: ► How can I effectively market to Christian pre-retirees without alienating other potential clients? ► Should I create a separate website or modify my existing one to target my niche? ► What's the most effective way to convert church speaking engagements into client relationships? Whether you're considering niching down or already have a specific audience in mind, this episode provides valuable insights on creating consistent messaging, building effective marketing funnels, and authentically connecting with your ideal clients. Listen in as we help Neil transform his passion for faith-based financial planning into a clear marketing strategy that resonates with his target audience. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredArk Alliance Financial (Neil’s firm)Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)Certified Kingdom Advisor (CKA)Fee Only NetworkNAPFAWealthtenderInspire ETFsEventide Mutual FundsOrion Advisor Solutions

    37 min

  4. MAY 21

    Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)

    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 new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects? In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner or target employees at specific local companies like BP to build a more sustainable practice. Key questions we answer include: ► How can I create a better experience for online leads to drive conversion? ► Should I niche down to target specific companies or stay broader? ► What marketing activities should I focus on and which should I cut? Even if you're not a new advisor, this episode provides valuable insights on building marketing funnels, systematizing client experiences, and making strategic decisions about your target market. Listen in as we help Mark develop a focused marketing approach that can transform random leads into a predictable client acquisition system. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredDunes Financial (Mark’s firm)Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)FlatFeeAdvisors.orgNAPFA (National Association of Personal Financial Advisors)TidyCalZapierAcuity SchedulingWebflowBrent Carnduff (Advisor Rankings)Sphynx AutomationAvier Wealth AdvisorsTreyton Devore (Personal Site)Converting Attention (Treyton Devore)

    44 min

  5. MAY 14

    Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)

    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 attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element? In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his marketing isn't connecting with pre-retirees and provide a clear path forward. Key questions we answer include: ► How can I transform my "shotgun approach" into a focused marketing strategy? ► Should I continue podcasting or pivot to a different marketing channel? ► What simple website changes will help convert more visitors to prospects? Even if you're not approaching retirement like John, this episode reveals how clarifying your niche, creating a cohesive marketing funnel, and making your personal brand truly personal can transform your marketing effectiveness. Listen in as we help John build a marketing strategy that will serve him now and potentially create value even after he sells his practice. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAlbany Financial Group (John’s Firm)The Fastest Path to Growth: Leverage Other People’s Audiences (Advisor Marketing Made Simple)Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) (Advisor Marketing Made Simple)Top Advisor Website Questions (Part 1): Should You Share Your Fees & More (Advisor Marketing Made Simple)Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups (Advisor Marketing Made Simple)Podcast Movement Conference

    42 min

  6. MAY 7

    Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)

    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 attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need. In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services. We dive deep into: ► How can she better qualify prospects before they book time on her calendar? ► Should she maintain both divorce and widow niches, or focus on one? ► How can she structure her services to create a natural client journey from mid-divorce to post-divorce? Even if you don't work with divorcees, this episode illuminates how to refine your messaging, pricing, and COI relationships to attract more qualified prospects. Learn how to position yourself as the solution to a specific, high-value problem rather than trying to help everyone. Tune in as we help Rachael create a more profitable, less chaotic business by focusing on turning divorce settlements into sustainable income for her ideal clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredTrue Worth Financial Planning (Rachael’s Firm)Find a Certified Divorce Financial Analyst (CDFA)Typeform (for conditional-logic intake forms)Calendly (for scheduling calls)John Mason (advisor/sales process reference)Listen: Building a Structured COI Referral System That Actually Works (Tiffany Charles)Define Financial (example of a “free assessment” funnel)

    44 min

  7. APR 30

    How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)

    Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients ------ Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them? In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating high-converting websites for financial advisors. We explore critical questions including: ► How to craft clear, compelling "above the fold" messaging that instantly communicates your niche ► Where and how to consistently reinforce your niche throughout your entire website ► Why using client language instead of industry jargon dramatically improves connection ► How to track whether your niche messaging is actually working Taylen also shares real-world examples of effective niche websites and explains the delicate balance between SEO optimization and engaging copywriting. Whether you're just starting to define your niche or looking to better leverage an existing one, this episode provides actionable strategies to ensure your website clearly communicates who you serve. Tune in to transform your website from generic to magnetic and start attracting more of your ideal clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAryze Design (Taylen’s Website)Exponential Advisors: Financial Advice & Digital Assets for Army VeteransMarrone Wealth Management: Financial Advice for Psychologists & Mental Health ProfessionalsPowering Your Retirement: Retirement Planning for PG&E Employees (One of the largest Gas & Electric Companies in the US)Building a StoryBrand by Donald Miller

    43 min

  8. APR 23

    Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)

    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:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredCoPlanning Financial (Jason’s Firm)XYPN (XY Planning Network)Fee Only NetworkNAPFA (National Association of Personal Financial Advisors)YouTubeTypeformStoryBrand Framework/BookRoot Financial (James Canole)Sensible Money (Dana Anspach)

    47 min
See All (41)

5
out of 5
19 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
    2024 - 2025
  • Episodes
    41
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Taylor Schulte and Kendra Wright
  • Show Website
    Advisor Marketing Made Simple

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