Advisor Marketing Made Simple

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)

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

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

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)

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

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)

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 by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups?In this LIVE "Advice Line" episode, financial advisor Frank Rekas joins us to troubleshoot his marketing strategy. After 30 years in the industry and recently joining an independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche of attorneys.Key questions we answer include:► How can I effectively narrow my niche to attract the right clients?► What changes should I make to my LinkedIn profile and website to speak directly to my niche?► How do I create a compelling offer that converts prospects into clients?Whether you're targeting attorneys or another professional niche, this episode illuminates the power of laser-focused marketing. You'll learn how to align your messaging across platforms, optimize your LinkedIn strategy, and create a clear path for your ideal clients to work with you.Tune in as we help Frank build a simplified marketing funnel that cuts unnecessary activities while increasing potential revenue.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredPalm Wealth Partners (Frank’s firm)LinkedIn Sales Navigator ( targeted sales outreach)Upwork (freelance hiring platform)ChatGPT (AI tool)

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 scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients?In this LIVE "Advice Line" episode, financial advisor Mohammad Uz-Zaman asks us to help him streamline his marketing funnel. Despite running PPC ads, creating social media content, and hosting a podcast, he's struggling to convert leads efficiently. We help him narrow his focus from 300,000 potential clients to the most profitable segment that truly needs his unique expertise.Key questions we answer include:► How many touchpoints does it take to convert cold leads into qualified clients?► Should I focus on multiple marketing channels or just one?► What's the most effective way to grow a podcast audience?Even if you're not offering combined wealth management and legal services, this episode reveals why narrowing your target audience and focusing your marketing efforts on one channel can dramatically improve your results.Listen in as we explain why marketing success requires patience, focus, and a three-year commitment before expecting that "hockey stick" growth moment.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredADL Estate Planning (Mohammad’s firm)Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)Marketing Funnel Basics: What Every Advisor Needs to Know

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 bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel?In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath Financial Partners joins us to solve his marketing challenges. With 18 years in the industry and $195 million AUM, Ryan wants to grow to $500 million in the next five years—but his current marketing isn't delivering consistent results. We help him identify the critical missing piece in his strategy.Key questions we answer include:► What's the most impactful top-of-funnel marketing activity for a local advisor?► Why aren't my radio show appearances converting to clients?► How can I build an effective marketing system with limited time?If you're investing in marketing but not seeing results, this episode reveals why the middle of your funnel might be broken. Learn how to transform awareness into relationships through strategic email nurturing and website optimization.Whether you're struggling with marketing efficiency or trying to scale your practice, this conversation will help you build a sustainable client acquisition system that works even when you're not actively selling. Especially if your goal is to attract and convert pre-retirees.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredClearpath Financial Partners (Ryan’s firm)ClearPath Financial Partners PodcastToastmastersFathom AI NotetakerJump AI AssistantDefine Financial (Taylor’s website)Listen: ​​Building a Structured COI Referral System That Actually Works (Tiffany Charles)Listen: How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply----Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine where to invest his limited marketing resources for maximum impact.Key questions we answer include:► How can I effectively market two different brands with limited time?► Should I use my educational platform as a funnel for my advisory firm?► What's the most efficient way to build an audience when targeting women in transition?If you're trying to balance multiple target audiences or wondering how to connect your educational content with your service offerings, this episode provides clarity on creating a focused marketing strategy that aligns with your business goals.Listen in as we help Ed navigate the challenging balance between advocacy and business growth to attract more of his ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBurning River Advisory Group (Ed’s firm)enlightenHer (Ed’s sister-firm)The Divorce Navigator (enlightenHer program)Stay Wealthy (Taylor’s blog and podcast)Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)

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 online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funnel is broken and provide actionable steps to fix it.Key questions we answer include:► How do I turn social media views into actual leads and clients?► What makes a truly effective marketing funnel for financial advisors?► How specific should I get with my target audience messaging?Even if you're an established firm, you'll recognize these common marketing mistakes that prevent growth. We reveal why clarifying your ideal client avatar is the foundation of all effective marketing and how to pull that clarity through every layer of your funnel.Listen in as we transform Devin's approach from scattered marketing activities to a focused, conversion-driven strategy that can work for advisors at any stage.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredFallbrook FI (Devin’s firm)2025 Jolt! ConferenceElements Financial Planning SoftwareCapCut (video editing tool)ManyChat (tool for automating Instagram DMs)Sandcastles.ai (AI-powered tool for scripting short-form videos)Jab, Jab, Jab, Right Hook by Gary Vee's

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 serving multiple client types? How do you choose which niche to prioritize when growth demands clarity?In this LIVE "Advice Line" episode, financial advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him navigate the critical decision between pursuing doctor groups or focusing on individual doctors, and how to leverage his natural speaking abilities to attract ideal clients.Key questions we answer include:► Should I focus on marketing to doctor groups or individual doctors?► How can I leverage my public speaking skills to attract more clients?► Is it sustainable to market to multiple client demographics simultaneously?Even if you don't work with doctors, this episode illuminates the foundational marketing decisions that must precede building an effective funnel. Learn why getting crystal clear on your target client is the "tiniest hinge that swings the biggest door" in advisor marketing.Tune in as we help Stephen build the foundation for a focused marketing strategy that can transform his practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredMulholland & Kuperstock Asset Management (Stephen’s firm)Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by  Dan SullivanAdvice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)The White Coat InvestorChatGPTClaude

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants?In this LIVE "Advice Line" episode, financial advisor Ross Blount asks us to help solve his webinar marketing challenges. Despite running Facebook and LinkedIn ads and sending invitations to his email list, no one is showing up to his retirement planning webinars. We dive deep into his current marketing strategy, budget allocation, and targeting approach to identify where his funnel is breaking down.Key questions we answer include:► How can I attract qualified prospects to my webinars?► Should I continue investing in SEO while building a webinar funnel?► What webinar topics will actually convert pre-retirees into attendees?If you're struggling to build an effective marketing funnel or spreading your resources too thin across multiple channels, this episode provides a clear roadmap for focusing your efforts where they'll generate the best results.Listen in as we help Ross rebuild his marketing strategy to transform his webinar attendance and ultimately grow his practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredSpringbok Wealth (Ross’ firm)David Sandhu’s Resources on Webinar Marketing (Kitces Marketing Summit ‘25)White GloveAdvice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors?In this LIVE "Advice Line" episode, financial advisor Aaron Brask asks us to help him determine if he's missing out by not using paid marketing. Despite creating educational content that attracts clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon paid strategies altogether.Key questions we answer include:► Should I invest in paid marketing or focus on content creation?► How can I build an effective marketing funnel instead of disconnected activities?► What's the most efficient way to grow from $60M to $250M+ in AUM?If you're trying to do too many marketing activities at once without a cohesive strategy, this episode will show you how focusing on one channel—done exceptionally well—can drive more growth than multiple scattered efforts.Listen in as we help Aaron create a focused marketing approach that aligns with his strengths and ideal client profile.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAaron Brask Capital (Aaron’s firm)Aaron Brask’s YouTube ChannelThink You’ve Planned for Retirement? Beware the Tax Torpedo. (Aaron’s interview in The New York Times)White Glove

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

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

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

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)

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

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)