Saying Goodbye: What 60 Episodes Taught Us About Marketing
Is it time to say goodbye to your marketing efforts that aren't delivering results?In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision to conclude the show as their priorities have shifted.From reflecting on their year-long commitment to sharing success stories of past guests who implemented their advice, they deliver powerful insights on what truly works in advisor marketing.We cover:► Why focusing on one marketing channel delivers better results than dabbling in many► How two advisors transformed their practices by doubling down on LinkedIn and YouTube► The shocking reality of what it takes to produce quality marketing ► Why better words beat better visuals in marketing every time► The importance of setting concrete, measurable goals instead of open-ended experimentsTune in for this bittersweet finale that distills a year's worth of marketing wisdom into actionable takeaways that can transform your approach to growing your practice.Whether you're struggling with marketing overwhelm or looking to refine your strategy, this episode provides clarity on what truly matters—focus, consistency, and solving real problems for your ideal clients.Stay Connected with Us: Connect with Taylor on LinkedInLearn more about The Advisor Growth Community (AGC)Connect with Kendra on LinkedInSign up to get updates on her new book on advisor marketing
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Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (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 struggling to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering?In this LIVE "Advice Line" episode, financial advisor Adam seeks guidance on streamlining his marketing strategy for his optometry-focused wealth management firm. With $1.4 million in revenue and strong brand recognition, Adam wants to expand his reach while launching a second business helping aspiring optometrists buy practices. We dive deep into his marketing challenges and provide actionable solutions.Key questions we answer include:► How can I optimize my existing marketing channels to drive more leads?► Should I create a separate brand hub for multiple service offerings?► What's the most effective way to convert podcast listeners into email subscribers?Whether you're considering expanding your service offerings or simply want to maximize your current marketing efforts, this episode reveals how to streamline your funnels and grow strategically without sacrificing your core business.Listen in as we help Adam transform his complex marketing web into a cohesive system that attracts and converts his ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredIntegrated Planning and Wealth Management (Adam’s firm)20/20 Money (Adam’s podcast)Brian Hanks at Dental Buyer AdvocatesGood to Great by Jim CollinsReview of Optometric BusinessAcuity SchedulingCarr Healthcare Realty
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Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)
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 multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus?In this LIVE "Advice Line" episode, financial advisor Tyler Meyer asks us to help him determine whether to abandon his underperforming blog and go all-in on a niche website targeting his ideal clients. We help Tyler cut through his marketing confusion and develop a streamlined approach to attract more clients beyond his small-town network.Key questions we answer include:► Should I maintain multiple websites or consolidate them?► How can I build an effective marketing funnel when nothing seems to be working?► Is targeting your retirement niche viable from an SEO perspective?If you're struggling with scattered marketing efforts and inconsistent results, this episode provides a clear framework for simplifying your approach and creating a systematic, repeatable strategy that actually drives growth.Listen in as we help Tyler transform his marketing from chaotic to focused and learn how you can do the same for your practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredQED Wealth Solutions (Tyler’s firm)Retire To Abundance (Tyler’s blog)KPERS (Kansas Public Employees Retirement System)Retirement Starts Today Podcast by Benjamin BrandtRetirement Answer Man Podcast by Roger Whitney
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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
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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)
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.
Listen to Advisor Marketing Made Simple, Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) and many other podcasts from around the world with the radio.net app
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