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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 ow ...
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How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)
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Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients ------ Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them? In this episode, website design expert Ta…
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Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
46:53
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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 decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model? In this LIVE "Advice Line" episode, financial…
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Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)
35:31
35:31
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss…
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Building a Structured COI Referral System That Actually Works (Tiffany Charles)
1:00:50
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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 generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business? In this episode, Tiffany Charl…
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Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
41:09
41:09
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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 efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience? In this LIVE "Advice Line" episod…
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Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
46:01
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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 get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience? In this LIVE "Advice Line" episode, f…
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Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
32:36
32:36
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your website causing confusion instead of converting clients? In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and…
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Top Advisor Website Questions (Part 1): Should You Share Your Fees & More
31:57
31:57
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your advisor website failing to convert visitors into clients despite your investment? In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% o…
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Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
46:59
46:59
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn…
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Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)
45:01
45:01
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects? In this LIVE "Advice Line" episode, financial …
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How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)
50:28
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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 create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective? In this episode, email marketing expert Francesca McLin sha…
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Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)
6:22
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so…
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Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
48:40
48:40
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48:40
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 focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success? In this LIVE "Advice Line" episode, financ…
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Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)
34:49
34:49
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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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients? In this LIVE "Advice Line" episode, financial advisor…
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The Fastest Path to Growth: Leverage Other People’s Audiences
19:53
19:53
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ine…
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Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)
41:42
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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 grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results? In this LIVE "Advice Line" episode, financial advisor Eric …
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Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)
48:40
48:40
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48:40
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline? In this LIVE "Advice Line" episode, financial …
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How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy
38:59
38:59
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is marketing overwhelm holding your firm back from real growth? In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelera…
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Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)
40:35
40:35
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients? In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to he…
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Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)
34:51
34:51
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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 generate consistent leads for your new financial advisory firm? You're not alone. In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consis…
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The Hidden Risks of Relying Solely on Client Referrals
39:02
39:02
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39:02
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is relying solely on referrals putting your advisory firm at risk? In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pi…
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Advice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)
43:42
43:42
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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 build an effective marketing funnel for your virtual financial planning practice? In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital market…
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Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)
35:11
35:11
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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 grow an email list for your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep i…
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7 Questions to Ask Before Hiring Marketing Help
40:57
40:57
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you considering hiring marketing help for your financial advisory firm but unsure where to start? In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the…
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Advice Line: How To Focus Your Marketing Efforts For Better Results (Ryan Furlong)
43:22
43:22
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43:22
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 find your niche and grow your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep…
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Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)
42:49
42:49
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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 m…
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Marketing Funnel Basics: What Every Advisor Needs to Know
1:05:07
1:05:07
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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 ea…
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Advice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway)
35:26
35:26
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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 …
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Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
43:13
43:13
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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…
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Why Overthinking Will Ruin Your Marketing With Carl Richards
56:16
56:16
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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 t…
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5 Marketing Improvements To 3x Revenue In Three Years
48:35
48:35
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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…
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Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)
43:34
43:34
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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 ma…
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Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)
40:25
40:25
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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 …
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Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)
49:01
49:01
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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…
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How (and Why!) We Built This Show for Advisors
27:49
27:49
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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 counterint…
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