Guest Kendra Wright: What’s working in financial advisor marketing | Ep 33

Most advisors are running their marketing in too many directions at once, speaking to too many people, and wondering why nothing converts. In this episode of Craft on Tap, Stephen Beach and Faustin Weber sit down with Kendra Wright, founder of Rebel Media Agency and host of Advisor Marketing Made Simple, for a candid conversation about what is moving the needle for RIAs right now.

Kendra is one of the sharpest marketing minds in the financial advisory space, and yes, she and the Craft Impact team are technically competitors. But they're also aligned on something more important: the industry deserves better marketing, and there's more than enough room to raise the bar together.

They cover:

• Target personas and the funnel

• Scaling lead flow with video

• The efficiency of repurposing

• Logic-based booking systems

• Referrals versus scalable digital channels

• Generational shifts in advisor selection

• The 50% marketing cut

⏱️ Timestamps:

(0:28) Intro: Welcome, Kendra Wright of Rebel Media Agency

(4:40) Why "one client type per funnel" is the first fix

(13:02) Case Study: How Thomas Cook landed 10 new clients via YouTube

(22:39) Kendra’s spicy take on why content repurposing is often a waste of money

(31:51) Designing a right fit booking process to protect your calendar

(46:53) Real-world impact: Adding $160,000 in revenue by removing 100+ unqualified leads

(53:23) The Great Debate: Are referrals the icing or the cake of an advisor’s strategy?

(1:00:35) Exploring the "referral ceiling" and changing generational consumer habits

(1:11:40) Closing exercise: Reclaiming focus through the 50% marketing cut 

Interested in more marketing tips? Reach out directly: stephen@craftimpact.com or faustin@craftimpact.com

🎙️ Learn more about how Craft Impact helps RIAs with their marketing: craftimpact.com

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