Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

Business EN ↓ 60 episodes

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 disc...

Author

Taylor Schulte and Kendra Wright

Episodes

Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall) 30.10.2024 42:49

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

Marketing Funnel Basics: What Every Advisor Needs to Know 23.10.2024 1:05:07

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 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 yo...

Advice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway) 16.10.2024 35:26

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

Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky) 09.10.2024 43:13

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

Why Overthinking Will Ruin Your Marketing With Carl Richards 02.10.2024 56:16

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 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 effe...

5 Marketing Improvements To 3x Revenue In Three Years 25.09.2024 48:35

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

Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel) 18.09.2024 43:34

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

Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman) 11.09.2024 40:25

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

Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin) 04.09.2024 49:01

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

How (and Why!) We Built This Show for Advisors 21.08.2024 27:49

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