Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 s...
Jun 25, 2025•38 min•Season 1Ep. 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 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 cli...
Jun 18, 2025•43 min•Season 1Ep. 41
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 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 RI...
Jun 11, 2025•45 min•Season 1Ep. 40
Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works? 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...
Jun 04, 2025•39 min•Season 1Ep. 39
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 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 help...
May 28, 2025•37 min•Season 1Ep. 38
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a 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 m...
May 21, 2025•44 min•Season 1Ep. 37
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 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, w...
May 14, 2025•42 min•Season 1Ep. 36
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 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 An...
May 07, 2025•44 min•Season 1Ep. 35
Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients ------ 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...
Apr 30, 2025•43 min•Season 1Ep. 34
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model? In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demogr...
Apr 23, 2025•47 min•Season 1Ep. 33
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster resu...
Apr 16, 2025•36 min•Season 1Ep. 32
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business? In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. ...
Apr 09, 2025•1 hr 1 min•Season 1Ep. 31
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience? In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building ...
Apr 02, 2025•41 min•Season 1Ep. 30
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience? In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennia...
Mar 26, 2025•46 min•Season 1Ep. 29
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 y...
Mar 19, 2025•33 min•Season 1Ep. 28
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 practica...
Mar 12, 2025•32 min•Season 1Ep. 27
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 prosp...
Mar 05, 2025•47 min•Season 1Ep. 26
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 effi...
Feb 26, 2025•45 min•Season 1Ep. 25
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, Fra...
Feb 19, 2025•50 min•Season 1Ep. 24
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...
Feb 18, 2025•6 min•Season 1Ep. 25
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 commu...
Feb 12, 2025•49 min•Season 1Ep. 23
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 audienc...
Feb 05, 2025•35 min•Season 1Ep. 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 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 ...
Jan 29, 2025•20 min•Season 1Ep. 21
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 hit...
Jan 22, 2025•42 min•Season 1Ep. 20
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 wonderi...
Jan 15, 2025•49 min•Season 1Ep. 19
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...
Jan 08, 2025•39 min•Season 1Ep. 18
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 actiona...
Dec 18, 2024•41 min•Season 1Ep. 17
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 fo...
Dec 11, 2024•35 min•Season 1Ep. 16
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 cli...
Dec 04, 2024•39 min•Season 1Ep. 15
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to build an effective marketing funnel 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 a...
Nov 27, 2024•44 min•Season 1Ep. 14
