Is it time to say goodbye to your marketing efforts that aren't delivering results?

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

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

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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

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

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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