Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take note...
Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
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 trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.Key questions we answer include:► Should I run two separate businesses targeting different demographics?► How can I balance making an impact with growing my practice?► Where should I focus my marketing efforts for the best results?Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRetire to Tellico (Thomas’ firm)Refine Your Plan (Thomas’ Youtube channel)Stay Wealthy Retirement Show (Taylor’s podcast)The Society of Advice with Carl Richards
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Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)
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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach.Key questions we answer include:► How specific should my niche be when targeting different demographics?► What's the best way to leverage podcast guest appearances?► How can I create marketing materials that truly resonate with my ideal clients?Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels.Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredApprise Wealth Management (Phil’s firm)ChatGPTGoogle AdWordsNavigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)
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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 trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics?In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leveraging established platforms is more effective than building your own from scratch.Key topics covered include:► The three layers of an effective marketing funnel and how to use them► Why guest appearances on established platforms outperform other marketing strategies► The 5 essential requirements for successful platform leveraging► A real case study of how one podcast guest appearance led to 4 new clientsTaylor also shares practical insights on relationship building, crafting clear calls-to-action, and choosing the right platforms to reach your ideal clients. Whether you're a new advisor or looking to accelerate your firm's growth, this episode provides a proven framework for marketing success.Tune in to learn how to shortcut your path to building a trusted audience and consistently attract qualified prospects to your practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredDefine Financial (Taylor’s Firm)Stay Wealthy Retirement Show (Taylor’s Podcast)
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Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)
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 beyond your warm market? Wondering how to create predictable, scalable marketing results?In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.Key questions we address include:► How many clients should I target to reach my revenue goals?► What's the most effective way to scale beyond my warm market?► Should I focus on referral marketing or explore other channels?Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredHigher Impact Financial (Eric’s firm)Dex CRMThe E-Myth Revisited by Michael GerberDan Sullivan (Author)XY Planning Network (XYPN)NAPFAKitces Marketing Research on Referral MarketingAltruist
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Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out.Key questions we answer include:► How much time should you dedicate to SEO versus other marketing activities?► When should you update existing content versus creating new posts?► Should you maintain multiple marketing channels or focus on what works?► How do you know when to accept defeat on underperforming content?Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice.Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredArnold & Mote Wealth Management (Matt’s Firm)Google AdsKit (formerly ConvertKit)Convert PlayerTrellofpPathfinderPageSpeed Insights
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.