Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright
  • 5,0 (25)
  • MARKETING
  • CHAQUE SEMAINE

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. -1 J

    Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

    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 while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads? In this LIVE "Advice Line" episode, financial advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies. Key questions we answer include: ► How can I segment my practice to serve different client types effectively? ► What's the optimal LinkedIn funnel structure for financial advisors? ► How do I balance firm-wide marketing when offices operate independently? Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates. Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredApplied Capital (Jack’s firm)LinkedIn Sales NavigatorZoom WebinarsKit (formerly ConvertKit)SignatureFD (niche segmentation example)Jab, Jab, Jab, Right Hook by Gary VaynerchukHow One Advisor Generated 35 Leads on LinkedIn in 6 Months Without Spending a Dime on Ads by Kendra Wright

    45 min

  2. 24 SEPT.

    Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)

    Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it? In this LIVE "Advice Line" episode from the 2025 Future Proof conference, financial advisor Eric Rodriguez asks us to diagnose why his YouTube channel isn't generating any clients despite significant investment. We break down his entire marketing funnel to identify exactly where it's broken and provide actionable solutions to fix it. Key questions we answer include: ► Why aren't my YouTube videos converting viewers into clients? ► How much should I spend on YouTube marketing to see results? ► Where in my marketing funnel should I focus my improvement efforts first? ► How can I better align my website messaging with my target audience? Even if you're not using YouTube, this episode reveals universal marketing principles that apply to any platform. Learn how to identify where your marketing funnel is broken and what specific steps to take to fix it. Whether you're just starting with digital marketing or looking to optimize your existing efforts, tune in for practical advice on turning your content into clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredWealthBuilders (Eric’s firm)Eric’s YouTube Channel1of10 (YouTube AI tool)Clickables (YouTube thumbnail design)

    30 min

  3. 17 SEPT.

    Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)

    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 firm but unsure where to focus your marketing efforts?  In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of building the ClearWealth brand across Eastern Iowa. Despite having a solid client base, Ryan finds himself caught between serving clients (which he loves) and marketing his practice (which he doesn't enjoy). We help him navigate this common dilemma that many advisors face. Key questions we answer include: ► How do you build a recognizable brand when marketing isn't your passion? ► Should you market to multiple client types or focus on one ideal client profile? ► What community-based marketing strategies work best for advisors who prefer relationships over content creation? Even if you're not looking to build a regional brand, this episode illuminates the critical balance between systematizing your client service model and implementing strategic marketing that feels authentic to you. Tune in as we provide actionable advice on how to grow your practice while staying true to what you enjoy most about being a financial advisor. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredClearWealth (Ryan’s firm)SmartAssetZoe Wealth PlatformCFP.netXY Planning NetworkEP 44: Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)EP 33: Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)EP 31: Building a Structured COI Referral System That Actually Works (Tiffany Charles)

    39 min

  4. 10 SEPT.

    Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)

    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 clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals? In this LIVE "Advice Line" episode, financial advisor Aditi Kapadia joins us to troubleshoot how she can better communicate her value proposition. As a new advisor targeting globally-minded professionals earning $1M+ annually, Aditi needs help defining her niche and structuring her service model to reach her revenue goals. Key questions we answer include: ► How can I better articulate my value to prospects and clients? ► Should I structure my fees as a one-time assessment or ongoing service? ► What's the most effective way to experiment with marketing messaging? Whether you're a new advisor or an established one refining your approach, this episode provides valuable insights on clarifying your ideal client profile, positioning your services, and selecting marketing channels that align with your natural strengths. Listen in as we help Aditi create a framework for experimentation that will allow her to build a profitable practice serving clients she truly enjoys. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredWealth IQ (Aditi’s firm)Conscious Prosperity (Aditi’s newsletter)Wealth IQ Blog (Financial insights from Aditi’s firm)Aditi’s LinkedInJump AIFathom AI Notetaker

    41 min

  5. 3 SEPT.

    Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)

    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 podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility? In this LIVE "Advice Line" episode, financial advisor Jesse Cramer joins us to troubleshoot his podcast marketing strategy. With 12,000 monthly downloads and a thriving email list of 4,000 subscribers, Jesse's middle-of-funnel is working well—but he needs help attracting more listeners to feed his client pipeline. Key questions we answer include: ► How can I systematically increase podcast guesting opportunities? ► Should I narrow my target audience for better marketing focus? ► What's the most effective way to convert DIY listeners into clients? Whether you're a podcaster looking to grow your audience or an advisor seeking to leverage content marketing, this episode provides actionable strategies for building authentic relationships with other content creators and crafting more intentional calls to action. Tune in as we help Jesse transform his "raw talent" podcast into a refined client acquisition machine. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBest Interest (Jesse’s blog and podcast)Cobblestone Capital Advisors (Jesse’s firm)Stay Wealthy Retirement Podcast (Taylor’s podcast)Building a Structured COI Referral System That Actually Works (Tiffany Charles) (previous Advisor Marketing Made Simple episode)The Advisor Journey (Altruist’s podcast)The Go-Giver by Bob Burg and John David MannKit (formerly ConvertKit)WordPressFuseboxLinktree

    42 min

  6. 27 AOÛT

    Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)

    Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience? In this LIVE "Advice Line" episode, financial advisor Steve Taylor asks us to help him evaluate his podcast strategy. Despite producing a podcast and YouTube channel for some time, he's unsure if his show is effectively reaching his target audience or if he should continue investing time in it. We provide candid feedback on how to transform his scattered approach into a focused marketing funnel. Key questions we answer include: ► How to evaluate if I should keep my podcast or let it go? ► Should I focus on YouTube or an audio-only podcast? ► Ways to improve my content to effectively attract clients? Even if you don't have a podcast, this episode illuminates the importance of clarity in your marketing message and how to align your content strategy with your ideal client's pain points.  Listen in as we help Steve create a more strategic approach to his content marketing that will attract small business owners and convert them into clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredMerited Wealth (Steve’s firm)Do It For Yourself (Steve’s podcast)Stay Wealthy Retirement Podcast (Taylor’s podcast)Creator Science (Jay Clouse’s YouTube channel)The Compound and Friends (Ritholtz Wealth Management’s YouTube channel)

    33 min

  7. 20 AOÛT

    Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)

    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 specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention? In this LIVE "Advice Line" episode, financial advisor Scott Campbell joins us to troubleshoot his marketing funnel challenges. Scott's firm, Align Wealth, serves chiropractors with thriving practices, but he's struggling to scale beyond referrals. We analyze his current marketing efforts and provide actionable strategies to help him attract more ideal prospects. Key questions we answer include: ► How can I build an effective marketing funnel to attract more qualified chiropractor prospects? ► Should I focus on short-form video, podcasting, or referral marketing to grow my practice? ► How can I make my content more specific to resonate with my ideal clients? Whether you serve chiropractors or another niche, this episode illuminates the importance of creating highly targeted content that speaks directly to your ideal clients' unique pain points and challenges. Listen in as we help Scott transform his marketing approach to convert more prospects into clients. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAlign Wealth (Scott’s firm)The Millionaire Chiropractor Next Door (Free, downloadable guide from Align Wealth)The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl RichardsDan Allison (CEO of the Feedback Marketing Group and referral marketing expert) N2 Communications (Short-form video agency) 20/20 Money Podcast by Adam Cmejla

    45 min

  8. 13 AOÛT

    Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)

    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 feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients? In this LIVE "Advice Line" episode, financial advisor Charley from Wealth Being Advisors joins us to tackle his marketing challenges. Having recently left his 9-to-5 job to focus on his practice full-time, Charley needs clarity on which marketing strategies will help him grow from 8 clients to a thriving business. We help him refine his target market and identify the most effective marketing approaches for his unique situation. Key questions we answer include: ► How do I choose the right marketing strategy when there are so many options? ► Who should be my ideal client and how do I message to them effectively? ► What marketing medium should I focus on with limited time and resources? Whether you're just starting your practice or looking to refine your existing marketing strategy, this episode provides valuable insights on getting clarity about who you serve, the problems you solve, and how to reach them effectively. Tune in as we help Charley transform his marketing from "serving everyone" to attracting high-earning professionals who will value his services. Resources:  Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredWealth Being Advisors (Charley’s firm)LinkedIn NewsletterUpwork (freelance hiring platform)Beyond Your Hammock (Eric Roberge)Stone Steps Financial (Scott Frank)Stash WealthHoskin Capital (Nate Hoskin)EP 9: Marketing Funnel Basics: What Every Advisor Needs to Know (previous Advisor Marketing Made Simple episode)EP 21: The Fastest Path to Growth: Leverage Other People’s Audiences (previous Advisor Marketing Made Simple episode)

    45 min
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À propos

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.

Informations

  • Création
    Taylor Schulte and Kendra Wright
  • Années d’activité
    2024 - 2025
  • Épisodes
    57
  • Classification
    Tous publics
  • Copyright
    © Copyright 2025 Taylor Schulte and Kendra Wright
  • Site web de l’émission
    Advisor Marketing Made Simple

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