Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
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 decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether this niche is truly viable for long-term growth.Key questions we answer include:► Should I continue focusing on Asian Americans or broaden my reach?► How can I better qualify leads to stop wasting time on unproductive calls?► What fee structure works best for price-sensitive demographics?Even if you're not targeting Asian Americans, this episode illuminates the critical decision-making process around niching, pricing strategy, and creating clear messaging that attracts your ideal clients. Listen in as we help Jason clarify his target market, refine his website messaging, and build a more efficient sales process that converts qualified prospects into clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredCoPlanning Financial (Jason’s Firm)XYPN (XY Planning Network)Fee Only NetworkNAPFA (National Association of Personal Financial Advisors)YouTubeTypeformStoryBrand Framework/BookRoot Financial (James Canole)Sensible Money (Dana Anspach)
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Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)
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 with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages.Key questions we answer include:► How do you effectively market a niche-focused book to the right audience?► Should you invest in book promotion or focus on faster client acquisition strategies?► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars?Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway.Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredEquity Comp Financial Planning (Daniel’s Firm)LinkedIn Sales NavigatorSilicon SlopesChatGPTMichael Kitces Marketing SummitHorse’s Mouth“Retirement Starts Today” Podcast by Benjamin BrandtBooks by Morgan Housel
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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 generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business?In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral network that drives predictable growth.Key topics we explore include:► How to structure a 3-meeting process that turns casual connections into committed referral partners► Why focusing on 5-7 quality COI relationships is more effective than casting a wide net► How to maintain professional boundaries and avoid the "friend zone" that kills productivity► What to do with unqualified referrals to preserve both client and COI relationships► Which unexpected professionals make excellent referral partners beyond attorneys and CPAsWhether you're just starting to build your COI network or looking to improve your existing referral relationships, this episode provides a clear roadmap for creating a sustainable growth strategy.Tune in to learn how to transform your approach to referral marketing and create a steady stream of ideal clients without the constant hustle of digital marketing.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredDestiny Capital (Tiffany’s Firm)Entrepreneur AlignedEOS (Entrepreneurial Operating System)Traction by Gino WickmanVistageBNI (Business Network International)Colorado Society of CPAsSteph Bogan
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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
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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