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 convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?

In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funnel is broken and provide actionable steps to fix it.

Key questions we answer include:

► How do I turn social media views into actual leads and clients?

► What makes a truly effective marketing funnel for financial advisors?

► How specific should I get with my target audience messaging?

Even if you're an established firm, you'll recognize these common marketing mistakes that prevent growth. We reveal why clarifying your ideal client avatar is the foundation of all effective marketing and how to pull that clarity through every layer of your funnel.

Listen in as we transform Devin's approach from scattered marketing activities to a focused, conversion-driven strategy that can work for advisors at any stage.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Fallbrook FI (Devin’s firm)
• 2025 Jolt! Conference
• Elements Financial Planning Software
• CapCut (video editing tool)
• ManyChat (tool for automating Instagram DMs)
• Sandcastles.ai (AI-powered tool for scripting short-form videos)
• Jab, Jab, Jab, Right Hook by Gary Vee's

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 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 showing up to his retirement planning webinars. We dive deep into his current marketing strategy, budget allocation, and targeting approach to identify where his funnel is breaking down.

Key questions we answer include:

► How can I attract qualified prospects to my webinars?

► Should I continue investing in SEO while building a webinar funnel?

► What webinar topics will actually convert pre-retirees into attendees?

If you're struggling to build an effective marketing funnel or spreading your resources too thin across multiple channels, this episode provides a clear roadmap for focusing your efforts where they'll generate the best results.

Listen in as we help Ross rebuild his marketing strategy to transform his webinar attendance and ultimately grow his practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Springbok Wealth (Ross’ firm)
• David Sandhu’s Resources on Webinar Marketing (Kitces Marketing Summit ‘25)
• White Glove
• Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)