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Advisor Marketing Made Simple

Advisor Marketing Made Simple

By: Taylor Schulte and Kendra Wright
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About this listen

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.Copyright 2025 Taylor Schulte and Kendra Wright Economics Marketing Marketing & Sales
Episodes
  • Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)
    Aug 27 2025

    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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    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)

    Show More Show Less
    33 mins
  • Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)
    Aug 20 2025

    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 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

    Show More Show Less
    45 mins
  • Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)
    Aug 13 2025

    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 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)

    Show More Show Less
    45 mins
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