Advisor Marketing Made Simple podcast

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29:27

With AI’s ability to augment in-house creative teams, how does that change the way organizations should approach both their creative strategies and how they evaluate the value of creative as a business function? Today, we’re joined by Jen Rapp, Chief Marketing Officer at Superside. Jen has had key roles at iconic brands like Patagonia, Arc’teryx, DoorDash, Owlet Baby, and Klaviyo. Now, she’s leading Superside’s rebrand with a focus on AI-powered creative services that augment in-house teams. RESOURCES Superside website: https://www.superside.com Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0 Use code MEDEXP25 for $200 off registration Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Advisor Marketing Made Simple

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.

29 episodi

Advisor Marketing Made Simple

updated un giorno fa

Pagina principale della serie•Feed

29 episodi

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Advisor Marketing Made Simple

1
Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups 32:36

1 day fa32:36

32:36

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your website causing confusion instead of converting clients? In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers. We cover: ► The pros and cons of maintaining separate personal brand websites alongside your firm site ► Practical strategies to convert visitors into email subscribers with benchmarks ► Essential tools and plugins that can dramatically improve your site's 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…

Advisor Marketing Made Simple

1
Top Advisor Website Questions (Part 1): Should You Share Your Fees & More 31:57

9 giorni fa31:57

31:57

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your advisor website failing to convert visitors into clients despite your investment? In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research. Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice. We cover: ► When it's actually time to redesign your website (and when a simple refresh will save you thousands) ► The critical difference between website design and copy—and why one matters significantly more ► Strategic approaches to displaying pricing on your website based on your practice's growth stage ► How to create appropriate "friction" in your lead generation process to attract qualified prospects ► Practical ways to filter website visitors based on their ability to pay your 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…

Advisor Marketing Made Simple

1
Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley) 46:59

16 giorni fa46:59

46:59

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity. Questions we answer include: ► How should I balance creating high-effort posts vs. frequent content? ► What's the best way to grow my LinkedIn network with ideal prospects? ► How can I optimize my marketing funnel from LinkedIn to client calls? Whether you're just starting out or looking to level up your LinkedIn game, this episode provides actionable strategies for building an effective marketing funnel - from connecting with prospects to creating engaging content that resonates with your target audience. Listen in as we help Andy transform his LinkedIn presence from simply gathering connections to systematically converting followers into ideal clients ready to engage his services. Resources: Join Our 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…

Advisor Marketing Made Simple

1
Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman) 45:01

23 giorni fa45:01

45:01

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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…

Advisor Marketing Made Simple

1
How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin) 50:28

30 giorni fa50:28

50:28

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 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…

Advisor Marketing Made Simple

1
Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!) 6:22

4 weeks fa6:22

6:22

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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…

Advisor Marketing Made Simple

1
Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook) 48:40

5 weeks fa48:40

48:40

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success? In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth. Key questions we answer include: ► Should I run two separate businesses targeting different demographics? ► How can I balance making an impact with growing my practice? ► Where should I focus my marketing efforts for the best results? Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact. Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others. Resources: Join Our 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…

Advisor Marketing Made Simple

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Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) 34:49

6 weeks fa34:49

34:49

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients? In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach. Key questions we answer include: ► How specific should my niche be when targeting different demographics? ► What's the best way to leverage podcast guest appearances? ► How can I create marketing materials that truly resonate with my ideal clients? Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels. Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice. Resources: Join Our 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)…

Advisor Marketing Made Simple

1
The Fastest Path to Growth: Leverage Other People’s Audiences 19:53

7 weeks fa19:53

19:53

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics? In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leveraging established platforms is more effective than building your own from scratch. Key topics covered include: ► The three layers of an effective marketing funnel and how to use them ► Why guest appearances on established platforms outperform other marketing strategies ► The 5 essential requirements for successful platform leveraging ► A real case study of how one podcast guest appearance led to 4 new 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)…

Advisor Marketing Made Simple

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Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier) 41:42

8 weeks fa41:42

41:42

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results? In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance. Key questions we address include: ► How many clients should I target to reach my revenue goals? ► What's the most effective way to scale beyond my warm market? ► Should I focus on referral marketing or explore other channels? Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy. Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base. Resources: Join Our 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…

Advisor Marketing Made Simple

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Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland) 48:40

9 weeks fa48:40

48:40

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline? In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out. Key questions we answer include: ► How much time should you dedicate to SEO versus other marketing activities? ► When should you update existing content versus creating new posts? ► Should you maintain multiple marketing channels or focus on what works? ► How do you know when to accept defeat on underperforming content? Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice. Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects. Resources: Join Our 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…

Advisor Marketing Made Simple

1
How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy 38:59

10 weeks fa38:59

38:59

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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…

Advisor Marketing Made Simple

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Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry) 40:35

13 weeks fa40:35

40:35

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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…

Advisor Marketing Made Simple

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Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten) 34:51

14 weeks fa34:51

34:51

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 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)…

Advisor Marketing Made Simple

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The Hidden Risks of Relying Solely on Client Referrals 39:02

15 weeks fa39:02