Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes β weβre about to level up how you market your financial services.
Hey there! Weβre Kendra and Taylor πβ¦ 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...
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 into Andrew's niche of young physicians, his current marketing strategies, and explore...
Published 11/20/24
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 decision-making process with confidence.
Key questions we answer include:
βΊ Signs it's...
Published 11/13/24