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 marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts. Key questions we answer include: ► How can I build an effective...

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 whether email is truly the best next step for his practice.  Key questions we address include: ► Is email marketing the right focus for growing my practice? ► How can I leverage my speaking engagements...

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: ► Signs it's time to hire marketing help (and when to hold off) ► The three main types of marketing assistance: consultants, agencies, and full-time hires ► Key questions to ask potential marketing partners before...

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 into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website. Key questions we answer include: ► How can I uncover my ideal clients' true pain points? ► Should I focus on Twitter, LinkedIn, or...

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 marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level. Key questions...

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 each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel. We cover: ► The key differences between a marketing funnel and a full marketing plan ► How to design a...

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 his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost...

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 firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals. Key questions we answer include: ► Should I focus on...

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 to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses.  Key questions we explore...

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 his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success. We dive deep into Taylor's current marketing funnel and discuss:  ► How to create a successful podcast that attracts ideal clients ► The importance of SEO and how...

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 marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results.  Key questions we answer include:  ► How...

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 help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work...

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 us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back.  Additional questions we answer include: ► How can I grow my show without using...

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 counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created this podcast and get a preview of what to expect as new episodes...