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)

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 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 clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon paid strategies altogether.

Key questions we answer include:

► Should I invest in paid marketing or focus on content creation?

► How can I build an effective marketing funnel instead of disconnected activities?

► What's the most efficient way to grow from $60M to $250M+ in AUM?

If you're trying to do too many marketing activities at once without a cohesive strategy, this episode will show you how focusing on one channel—done exceptionally well—can drive more growth than multiple scattered efforts.

Listen in as we help Aaron create a focused marketing approach that aligns with his strengths and ideal client profile.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aaron Brask Capital (Aaron’s firm)
• Aaron Brask’s YouTube Channel
• Think You’ve Planned for Retirement? Beware the Tax Torpedo. (Aaron’s interview in The New York Times)
• White Glove

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 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 RIA, Taylor wants to know the best approach for building his online presence while avoiding the perfectionism that's keeping him from taking action.

Key questions we answer include:

► Should I develop a personal brand or focus on my firm brand?

► Which marketing channel should I prioritize as a new advisor with limited time?

► How do I create an effective marketing funnel that speaks to my niche?

If you're a financial advisor who serves a specific niche and feels overwhelmed by all the marketing options available, this episode provides clarity on how to simplify your approach and start taking action today.

Listen in as we help Taylor develop a focused marketing strategy that leverages his strengths and speaks directly to the unique financial planning needs of his ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aequitas Financial (Taylor Bell’s firm)
• Google My Business
• Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
• Michael Kitces Marketing Summit

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 we answer include:

► How do you choose between two compelling niches (new teachers vs. those nearing retirement)?

► What website messaging changes will instantly connect with your ideal clients?

► How can you leverage other people's platforms to grow without creating endless content?

Whether you're transitioning careers into financial planning or simply trying to clarify your marketing message, this episode provides a practical roadmap for simplifying your approach and focusing your efforts where they'll have the greatest impact.

Tune in as we help Jeff create a straightforward marketing funnel that leverages his unique position as someone who perfectly embodies his ideal client.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Venables Financial Solutions (Jeff’s firm)
• Get the Advisor Copy Coach from Kendra: rebelmediaagency.com/copyworkshop
• Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
• The Fastest Path to Growth: Leverage Other People’s Audiences

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 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 helping Christians manage their finances using biblical principles but isn't sure how to effectively reach this audience while maintaining his partnership in a more generalized practice.

Key questions we answer in this episode:

► How can I effectively market to Christian pre-retirees without alienating other potential clients?

► Should I create a separate website or modify my existing one to target my niche?

► What's the most effective way to convert church speaking engagements into client relationships?

Whether you're considering niching down or already have a specific audience in mind, this episode provides valuable insights on creating consistent messaging, building effective marketing funnels, and authentically connecting with your ideal clients.

Listen in as we help Neil transform his passion for faith-based financial planning into a clear marketing strategy that resonates with his target audience.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ark Alliance Financial (Neil’s firm)
• Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
• Certified Kingdom Advisor (CKA)
• Fee Only Network
• NAPFA
• Wealthtender
• Inspire ETFs
• Eventide Mutual Funds
• Orion Advisor Solutions

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 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 more predictable marketing system. We explore whether he should continue as a generalist retirement planner or target employees at specific local companies like BP to build a more sustainable practice.

Key questions we answer include:

► How can I create a better experience for online leads to drive conversion?

► Should I niche down to target specific companies or stay broader?

► What marketing activities should I focus on and which should I cut?

Even if you're not a new advisor, this episode provides valuable insights on building marketing funnels, systematizing client experiences, and making strategic decisions about your target market.

Listen in as we help Mark develop a focused marketing approach that can transform random leads into a predictable client acquisition system.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Dunes Financial (Mark’s firm)
• Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
• FlatFeeAdvisors.org
• NAPFA (National Association of Personal Financial Advisors)
• TidyCal
• Zapier
• Acuity Scheduling
• Webflow
• Brent Carnduff (Advisor Rankings)
• Sphynx Automation
• Avier Wealth Advisors
• Treyton Devore (Personal Site)
• Converting Attention (Treyton Devore)