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: 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 your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience?In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expertise and values.Key questions we address include:► How can I effectively narrow down my target market without losing opportunities?► What's the best way to research and understand my ideal client's pain points?► Should I focus on Facebook ads or explore other marketing channels?► How do I build a marketing funnel that converts?Whether you're targeting conservative business owners or another specific niche, this episode reveals why understanding your ideal client is crucial before implementing any marketing strategy. Learn how to conduct effective market research and build a focused marketing approach that attracts qualified prospects.Tune in to discover how to transform your marketing from scattered to strategic and start attracting the right clients to your practice.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRyleigh Wealth Management (Andrew’s firm)Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan SullivanThe Advisor CoachMoneyVisuals by Ashby DanielsSnappy Kraken
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Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
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 get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience?In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craft a clear strategy to attract and serve his ideal clients.Key questions we answer include:► How do you choose between passion and profitability when selecting a niche?► What's the right approach to messaging when broadening your target market?► How should you align your marketing activities with your chosen niche?If you're wrestling with niche selection or struggling to connect your marketing efforts with your ideal prospects, this episode provides actionable insights to help clarify your path forward. Whether you're just starting out or considering a pivot in your practice, tune in to learn how to build a more focused and effective advisory business.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAssist Financial Planning (Justin’s firm)Dollars and Dumbbells (Justin’s podcast)XYPN (XY Planning Network)NAPFA (National Association of Personal Financial Advisors)Satori Wealth ManagementCreator Science Podcast by Jay ClouseThe Long Term Investor YouTube Channel by Peter LazaroffThe Ramsey Show Podcast by Dave Ramsey
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Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your website causing confusion instead of converting clients?In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers.We cover:► The pros and cons of maintaining separate personal brand websites alongside your firm site► Practical strategies to convert visitors into email subscribers with benchmarks► Essential tools and plugins that can dramatically improve your site's performanceThis episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredRitholtz Wealth ManagementPlanCorpPure Financial Hotjar (Heat Mapping Tool) Readwise (Reading & Research Tool) OptinMonster (Email Capture Plugin) Yoast SEO (SEO Plugin for Websites) Fusebox (Podcast Player Plugin) Easy Table of ContentsTablePress (Table Formatting Plugin)Typeform (Form & Survey Tool)Google Programmable Search Engine
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Top Advisor Website Questions (Part 1): Should You Share Your Fees & More
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your advisor website failing to convert visitors into clients despite your investment?In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice.We cover:► When it's actually time to redesign your website (and when a simple refresh will save you thousands)► The critical difference between website design and copy—and why one matters significantly more► Strategic approaches to displaying pricing on your website based on your practice's growth stage► How to create appropriate "friction" in your lead generation process to attract qualified prospects► Practical ways to filter website visitors based on their ability to pay your feesWhether you're considering a complete website overhaul or simply need to optimize what you have, this episode provides actionable guidance to help you make strategic decisions about your digital presence.Tune in to learn how to stop wasting resources on ineffective website strategies and start creating a digital experience that actually supports your business goals.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBroadridge 2024 Marketing Study Geometric Advisors WebsiteTaylor’s Marketing Funnel Template
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Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity.Questions we answer include:► How should I balance creating high-effort posts vs. frequent content?► What's the best way to grow my LinkedIn network with ideal prospects?► How can I optimize my marketing funnel from LinkedIn to client calls?Whether you're just starting out or looking to level up your LinkedIn game, this episode provides actionable strategies for building an effective marketing funnel - from connecting with prospects to creating engaging content that resonates with your target audience.Listen in as we help Andy transform his LinkedIn presence from simply gathering connections to systematically converting followers into ideal clients ready to engage his services.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredTwo Trails Financial Planning (Andy’s firm)Base Camp and Summit Wealth Services (Andy’s firm’s offerings)CanvaMailchimpCalendlyLinkedIn Sales NavigatorHoskin Capital
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.
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