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 experiments

Tune 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 LinkedIn
• Learn more about The Advisor Growth Community (AGC)
• Connect with Kendra on LinkedIn
• Sign up to get updates on her new book on advisor marketing

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Integrated Planning and Wealth Management (Adam’s firm)
• 20/20 Money (Adam’s podcast)
• Brian Hanks at Dental Buyer Advocates
• Good to Great by Jim Collins
• Review of Optometric Business
• Acuity Scheduling
• Carr Healthcare Realty

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• QED Wealth Solutions (Tyler’s firm)
• Retire To Abundance (Tyler’s blog)
• KPERS (Kansas Public Employees Retirement System)
• Retirement Starts Today Podcast by Benjamin Brandt
• Retirement Answer Man Podcast by Roger Whitney

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Applied Capital (Jack’s firm)
• LinkedIn Sales Navigator
• Zoom Webinars
• Kit (formerly ConvertKit)
• SignatureFD (niche segmentation example)
• Jab, Jab, Jab, Right Hook by Gary Vaynerchuk
• How One Advisor Generated 35 Leads on LinkedIn in 6 Months Without Spending a Dime on Ads by Kendra Wright

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• WealthBuilders (Eric’s firm)
• Eric’s YouTube Channel
• 1of10 (YouTube AI tool)
• Clickables (YouTube thumbnail design)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ClearWealth (Ryan’s firm)
• SmartAsset
• Zoe Wealth Platform
• CFP.net
• XY Planning Network
• EP 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)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Wealth IQ (Aditi’s firm)
• Conscious Prosperity (Aditi’s newsletter)
• Wealth IQ Blog (Financial insights from Aditi’s firm)
• Aditi’s LinkedIn
• Jump AI
• Fathom AI Notetaker

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Best 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 Mann
• Kit (formerly ConvertKit)
• WordPress
• Fusebox
• Linktree

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Merited 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)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Align 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 Richards
• Dan Allison (CEO of the Feedback Marketing Group and referral marketing expert) 
• N2 Communications (Short-form video agency) 
• 20/20 Money Podcast by Adam Cmejla

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Wealth Being Advisors (Charley’s firm)
• LinkedIn Newsletter
• Upwork (freelance hiring platform)
• Beyond Your Hammock (Eric Roberge)
• Stone Steps Financial (Scott Frank)
• Stash Wealth
• Hoskin 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)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Palm Wealth Partners (Frank’s firm)
• LinkedIn Sales Navigator ( targeted sales outreach)
• Upwork (freelance hiring platform)
• ChatGPT (AI tool)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ADL 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

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Clearpath Financial Partners (Ryan’s firm)
• ClearPath Financial Partners Podcast
• Toastmasters
• Fathom AI Notetaker
• Jump AI Assistant
• Define 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)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Burning 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)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Fallbrook FI (Devin’s firm)
• 2025 Jolt! Conference
• Elements Financial Planning Software
• CapCut (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

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Mulholland & Kuperstock Asset Management (Stephen’s firm)
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by  Dan Sullivan
• Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
• The White Coat Investor
• ChatGPT
• Claude

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Springbok Wealth (Ross’ firm)
• David Sandhu’s Resources on Webinar Marketing (Kitces Marketing Summit ‘25)
• White Glove
• Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aaron Brask Capital (Aaron’s firm)
• Aaron Brask’s YouTube Channel
• Think You’ve Planned for Retirement? Beware the Tax Torpedo. (Aaron’s interview in The New York Times)
• White Glove

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aequitas Financial (Taylor Bell’s firm)
• Google My Business
• Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
• Michael Kitces Marketing Summit

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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Venables Financial Solutions (Jeff’s firm)
• Get the Advisor Copy Coach from Kendra: rebelmediaagency.com/copyworkshop
• Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
• The Fastest Path to Growth: Leverage Other People’s Audiences

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ark Alliance Financial (Neil’s firm)
• Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
• Certified Kingdom Advisor (CKA)
• Fee Only Network
• NAPFA
• Wealthtender
• Inspire ETFs
• Eventide Mutual Funds
• Orion Advisor Solutions

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Dunes Financial (Mark’s firm)
• Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
• FlatFeeAdvisors.org
• NAPFA (National Association of Personal Financial Advisors)
• TidyCal
• Zapier
• Acuity Scheduling
• Webflow
• Brent Carnduff (Advisor Rankings)
• Sphynx Automation
• Avier Wealth Advisors
• Treyton Devore (Personal Site)
• Converting Attention (Treyton Devore)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Albany 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

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• True 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)

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Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them?

In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating high-converting websites for financial advisors.

We explore critical questions including:

► How to craft clear, compelling "above the fold" messaging that instantly communicates your niche

► Where and how to consistently reinforce your niche throughout your entire website

► Why using client language instead of industry jargon dramatically improves connection

► How to track whether your niche messaging is actually working

Taylen also shares real-world examples of effective niche websites and explains the delicate balance between SEO optimization and engaging copywriting. Whether you're just starting to define your niche or looking to better leverage an existing one, this episode provides actionable strategies to ensure your website clearly communicates who you serve.

Tune in to transform your website from generic to magnetic and start attracting more of your ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aryze Design (Taylen’s Website)
• Exponential Advisors: Financial Advice & Digital Assets for Army Veterans
• Marrone Wealth Management: Financial Advice for Psychologists & Mental Health Professionals
• Powering Your Retirement: Retirement Planning for PG&E Employees (One of the largest Gas & Electric Companies in the US)
• Building a StoryBrand by Donald Miller

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• CoPlanning Financial (Jason’s Firm)
• XYPN (XY Planning Network)
• Fee Only Network
• NAPFA (National Association of Personal Financial Advisors)
• YouTube
• Typeform
• StoryBrand Framework/Book
• Root Financial (James Canole)
• Sensible Money (Dana Anspach)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Equity Comp Financial Planning (Daniel’s Firm)
• LinkedIn Sales Navigator
• Silicon Slopes
• ChatGPT
• Michael Kitces Marketing Summit
• Horse’s Mouth
• “Retirement Starts Today” Podcast by Benjamin Brandt
• Books by Morgan Housel

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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 CPAs

Whether 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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Destiny Capital (Tiffany’s Firm)
• Entrepreneur Aligned
• EOS (Entrepreneurial Operating System)
• Traction by Gino Wickman
• Vistage
• BNI (Business Network International)
• Colorado Society of CPAs
• Steph Bogan

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ryleigh Wealth Management (Andrew’s firm)
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
• The Advisor Coach
• MoneyVisuals by Ashby Daniels
• Snappy Kraken

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Assist Financial Planning (Justin’s firm)
• Dollars and Dumbbells (Justin’s podcast)
• XYPN (XY Planning Network)
• NAPFA (National Association of Personal Financial Advisors)
• Satori Wealth Management
• Creator Science Podcast by Jay Clouse
• The Long Term Investor YouTube Channel by Peter Lazaroff
• The Ramsey Show Podcast by Dave Ramsey

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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 performance

This 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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ritholtz Wealth Management
• PlanCorp
• Pure 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 Contents
• TablePress (Table Formatting Plugin)
• Typeform (Form & Survey Tool)
• Google Programmable Search Engine

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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 fees

Whether 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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Broadridge 2024 Marketing Study 
• Geometric Advisors Website
• Taylor’s Marketing Funnel Template

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Two Trails Financial Planning (Andy’s firm)
• Base Camp and Summit Wealth Services (Andy’s firm’s offerings)
• Canva
• Mailchimp
• Calendly
• LinkedIn Sales Navigator
• Hoskin Capital

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Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects?

In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content creation to webinar strategies, we help him develop a more focused and sustainable approach.

Key questions we answer include:

► Should I target both corporate and small business owner lobbyists?

► How do I build an effective marketing funnel for busy professionals?

► What's the best way to leverage LinkedIn and webinars together?

If you're trying to balance multiple marketing channels or struggling to narrow your niche, this episode provides actionable insights on building a more targeted and efficient marketing strategy. Whether you work with lobbyists or not, you'll learn valuable lessons about focusing your marketing efforts for better results.

Tune in to discover how to stop spreading yourself too thin and create a more intentional marketing approach that attracts your ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Advocate Wealth (Eli’s firm)
• LinkedIn 
• Zoom
• Vimeo
• Sales Navigator

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Are you struggling to create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?

In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.

Key topics we explore include:

► How to structure welcome sequences that build trust and engagement

► The "Rule of One" principle for writing more effective emails

► Creating pre and post-appointment sequences that boost close rates

► Using client stories to demonstrate value without compliance issues

► The right balance between automated and personalized email content

Whether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately.

Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Visit Francesca’s Website
• Connect with Francesca on LinkedIn
• Francesca’s Free Growth Playbook
• Hemingway App
• Loom
• Fathom AI
• Jump AI
• Otter AI
• Calendly
• Redtail
• EP 9: Marketing Funnel Basics
• EP 6: Why Overthinking Will Ruin Your Marketing

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Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.

In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation!

If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. 

Visit https://www.taylorschulte.com/apply to submit your application today!

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Retire 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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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Apprise Wealth Management (Phil’s firm)
• ChatGPT
• Google AdWords
• Navigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)

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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 clients

Taylor 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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Define Financial (Taylor’s Firm)
• Stay Wealthy Retirement Show (Taylor’s Podcast)

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Higher Impact Financial (Eric’s firm)
• Dex CRM
• The E-Myth Revisited by Michael Gerber
• Dan Sullivan (Author)
• XY Planning Network (XYPN)
• NAPFA
• Kitces Marketing Research on Referral Marketing
• Altruist

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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 Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Arnold & Mote Wealth Management (Matt’s Firm)
• Google Ads
• Kit (formerly ConvertKit)
• Convert Player
• Trello
• fpPathfinder
• PageSpeed Insights

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Is marketing overwhelm holding your firm back from real growth?

In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.

Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.

We cover:

► Three key sources of marketing overwhelm and how to address each one

► Why doing "half as many things twice as well" leads to better results

► How to identify which marketing activities you're doing just because you "should"

► The simple framework of using one traffic platform and one nurture platform

► When (and how) to strategically add new marketing activities to your plan

Tune in to learn how to transform your scattered marketing efforts into a streamlined, results-driven approach that matches your firm's goals and capacity.

Whether you're overwhelmed by current marketing activities or looking to build a more focused strategy, this episode will help you gain clarity and take decisive action.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Advice Line: How to Turn Podcast Listeners into Clients (Erik Baskin)
• Fidelity
• LinkedIn
• YouTube

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Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?

In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. 

Key questions we answer include:

► How can I increase my website's conversion rate?

► Should I focus on one marketing channel or try to do it all? 

► What's the best way to clarify my niche and target audience?

Even if you're not targeting Gen X clients like Preston, this episode illuminates how to refine your digital marketing to attract more of your ideal prospects and turn them into clients.

Tune in as we break down Preston's marketing funnel and provide a roadmap for boosting conversions across multiple channels.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Preston’s Firm: Concurrent Financial Planning
• Preston’s YouTube Channel
• Preston’s Podcast

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Are you struggling to generate consistent leads for your new financial advisory firm? You're not alone.

In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.

Key questions we answer include:

► Should I focus on local or national marketing efforts?

► How can I maximize the impact of my community college presentations?

► What's the best way to convert seminar attendees into prospects?

Whether you're a new advisor or looking to refine your marketing strategy, this episode offers valuable insights on how to generate more qualified leads and grow your practice. We discuss the pros and cons of various marketing channels and provide practical tips for improving conversion rates from in-person events.

Tune in to learn how to streamline your marketing efforts and attract more of your ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• David’s Firm: Next Phase FP
• Kitces Summit Presentation: Ryan Morrisey (For in-person classes at the community college) 

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Is relying solely on referrals putting your advisory firm at risk?

In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.

Key points covered:

► The changing landscape of how clients find and choose advisors

► Why relying solely on referrals can limit your growth and client quality

► The importance of having a structured, intentional referral process

► How to balance referrals from clients vs. centers of influence (COIs)

► Strategies for creating a more predictable and sustainable marketing funnel

Whether you're currently thriving on referrals or struggling to generate them, this episode will help you evaluate your approach and consider new ways to attract ideal clients.

Tune in to gain insights on building a more robust marketing strategy that gives you greater control over your firm's growth and allows you to be more selective with your clientele.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• FiComm Study 2024
• Kitces Marketing Study 2022
• Marketing Funnel Basics For Advisors (AMMS Episode)

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Are you struggling to build an effective marketing funnel for your virtual financial planning practice? 

In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.

Key questions we answer include:

► How can I build an effective top-of-funnel strategy as a virtual advisor?

► Should I focus on SEO, social media, or other channels to attract clients?

► What's the best way to nurture leads and convert website visitors?

Even if you're not targeting pre-retirees, this episode illuminates how to create a focused digital marketing funnel to attract your ideal clients online. Tune in as we guide Joe through refining his niche, improving his content strategy, and developing an email nurture sequence to grow his practice.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Stage Ready FP (Joe’s Firm)
• Taylor's marketing funnel template and video walkthrough
• Ben Carlson's blog "A Wealth of Common Sense"
• Taylor's "Medicare IRMAA" SEO optimized blog post
• fpPathfinder for downloadable charts (Taylor's email opt-in)

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How do you grow an email list for your financial advisory practice?

In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice. 

Key questions we address include:

► Is email marketing the right focus for growing my practice?

► How can I leverage my speaking engagements to build my list?

► Should I go local or national with my marketing efforts?

Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy.

Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Chad Chub - an advisor who has a well-niched website for physicians.
• Tyler Olson - an advisor who focuses on early and mid-career physicians.
• Brian Hanks - an advisor who specializes in working with dentists.
• “The Best Marketing Strategy” on The Experiments in Advisor Marketing Podcast

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Are you considering hiring marketing help for your financial advisory firm but unsure where to start?

In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence.

Key questions we answer include:

► Signs it's time to hire marketing help (and when to hold off)

► The three main types of marketing assistance: consultants, agencies, and full-time hires

► Key questions to ask potential marketing partners before signing on

► Red flags to watch out for when vetting marketing professionals

► Alternative solutions if you're not ready to hire

Plus, we reveal insider tips on setting realistic budgets, avoiding common pitfalls, and ensuring a successful collaboration with your marketing team.

Whether you're experiencing a growth plateau or looking to scale rapidly, this episode provides actionable insights to help you make informed decisions about your firm's marketing strategy.

Tune in to gain clarity on your marketing needs and learn how to find the right support to take your advisory business to the next level.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Sign up to be an advisor guest on the show
• LinkedIn Operating System by Justin Welsh

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Are you struggling to find your niche and grow your financial advisory practice? 

In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website.

Key questions we answer include:

► How can I uncover my ideal clients' true pain points?

► Should I focus on Twitter, LinkedIn, or both for marketing?

► What's the best way to create a personal brand while working for another firm?

Whether you're a new advisor or looking to take your firm to the next level, this episode provides actionable advice on honing your marketing message and attracting your ideal clients. 

Tune in to learn how to cut through the noise and build a thriving advisory business.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Purpose Path Capital (Ryan’s Firm)
• How Growth Focused Firms Write Killer Copy (Slides)
• Nate Hoskin's landing page
• Leadpages
• Pocket
• Notion

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Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success?

In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level.

Key questions we answer include:

► How can I improve my LinkedIn strategy to attract more qualified prospects?

► What's the best way to convert LinkedIn followers into email subscribers?

► Should I focus on SEO or other marketing channels right now?

Whether you're looking to refine your social media approach or build a more comprehensive marketing funnel, this episode offers valuable insights for advisors seeking to grow their firm through digital marketing.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Coastal Capital Advisors (Joe’s Firm)
• Justin Welsh's LinkedIn Course
• Justin’s Interview on Jay Clouse’s Podcast (Creator Science)
• Jotform
• Leadpages 
• ConvertKit (now known as “Kit”)
• Taylor's free retirement assessment page

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Are your marketing funnels failing to turn leads into clients? 

In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm.

From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel.

We cover:

► The key differences between a marketing funnel and a full marketing plan

► How to design a streamlined funnel that moves leads smoothly through each stage

► Common mistakes advisors make with their funnels and how to avoid them

► Actionable tips to set realistic goals, measure success, and start converting more clients

Tune in to learn how to transform your funnel from frustrating to client-generating with straightforward, effective steps tailored to advisors.

Whether you’re new to funnels or ready to make yours work even better, this episode will help you gain clarity and take action.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• FREE Marketing Funnel Template (+Walkthrough Video)

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Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy?

In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conversion rates.

Key questions we answer include:

► How can I encourage prospects to take action without being pushy?

► Should I niche down to LGBTQ creative entrepreneurs?

► How can I create more authentic and engaging content?

Even if you're not struggling to close qualified leads, this episode illuminates how to refine your marketing message, stand out online, and convert more of your ideal prospects into long-term clients. Tune in to learn how to authentically grow your practice while staying true to who you are.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Greenspring Advisors (Ben’s Firm)
• 10 Things I'd Do with the $200,000 Prize Money from "RuPaul's Drag Race"
• Who Not How by Dan Sullivan

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How do you double your firm's size in five years? Is it through digital marketing or client referrals?

In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals.

Key questions we answer include:

► Should I focus on digital marketing or client referrals?

► How can I improve my referral process?

► What metrics should I track to measure marketing success?

Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Lake Road Advisors (Paul’s Firm)
• Marketing Metrics Tracking Template (From Rebel Media)
• Book: Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention
• Kitces Summit (April 2024) for referral marketing

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Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?

In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses. 

Key questions we explore include: 

► How can advisors push through marketing failures and setbacks? 

► What's the right balance between experimentation and focused effort? 

► How do you market ethically while still driving business growth? 

► Should advisors focus on "enough" in their marketing, or always push for more? 

Whether you're just starting out or looking to take your marketing to the next level, this episode offers practical wisdom to help you connect with ideal clients in an authentic way. Tune in as we discuss overcoming impostor syndrome, designing effective experiments, and consistently delivering value to your audience.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• The Society of Advice: Marketing Workshop (10/17/24) 
• Behaviorgap.com
• Book: Simple Marketing For Smart People (Billy Broas) 
• Book: On B*llshit ( Harry G. Frankfurt)

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In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.

We dive deep into Taylor's current marketing funnel and discuss: 

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively 

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Define Financial (Taylor’s Firm)
• The Stay Wealthy Retirement Show (Taylor’s Podcast)
• Money Visuals

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How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing?  

In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results. 

Key questions we answer include: 

► How can I improve my website's pop-up conversion rate? 

► What should I include in my email nurture sequence? 

► Is YouTube or SEO better for connecting with my niche?

Even if you're not targeting widows and caregivers like Elliott, this episode illuminates how to refine your digital marketing to attract and help more of your ideal clients. 

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Kindness Financial Planning (Elliot’s Firm)
• Elliot’s YouTube channel
• OptinMonster - A plugin for adding pop-ups and opt-in forms to your website
• Hotjar - A tool for heat mapping and analyzing user behavior on your website
• Thumbnail guide with expressions for YouTube thumbnails

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You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing?

In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work together to attract new clients. 

Questions we answer on this episode include:

►  My marketing efforts are not working, why? 

►  How can I refine my niche and target the right clients?

►  What marketing activities should I focus on to see more traction?

If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Sherman Private Wealth (Jason’s Firm)
• Building a StoryBrand by Donald Miller (Book)
• Simple Marketing for Smart People by Billy Broas (Book)
• The Referral Magnet by Kelly Edwards (Book)

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Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you. 

In this LIVE “Advice Line” episode,  financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back. 

Additional questions we answer include:

► How can I grow my show without using social media? 

► Should I post my podcast on YouTube? 

► Which format grows my podcast better: solo or guest episodes?

Even if you do not have a podcast, this episode illuminates the power of understanding and clearly articulating the pain points of your ideal prospect and how those flow downstream to your marketing efforts. 

Tune in as we give advice on how to turn podcast listeners into prospects eager to hire you as their financial advisor. 

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Baskin FP (Erik’s Firm)
• Notion - Erik uses Notion to manage his podcast ideas and planning
• Fathom AI Notetaker to record calls
• 20/20 Money by Adam Cmejla

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Welcome to the first episode of Advisor Marketing Made Simple!

We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created this podcast and get a preview of what to expect as new episodes launch every Wednesday.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Notion