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 grow your financial advisory firm but unsure where to focus your marketing efforts? 

In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of building the ClearWealth brand across Eastern Iowa. Despite having a solid client base, Ryan finds himself caught between serving clients (which he loves) and marketing his practice (which he doesn't enjoy). We help him navigate this common dilemma that many advisors face.

Key questions we answer include:

► How do you build a recognizable brand when marketing isn't your passion?

► Should you market to multiple client types or focus on one ideal client profile?

► What community-based marketing strategies work best for advisors who prefer relationships over content creation?

Even if you're not looking to build a regional brand, this episode illuminates the critical balance between systematizing your client service model and implementing strategic marketing that feels authentic to you.

Tune in as we provide actionable advice on how to grow your practice while staying true to what you enjoy most about being a financial advisor.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ClearWealth (Ryan’s firm)
• SmartAsset
• Zoe Wealth Platform
• CFP.net
• XY Planning Network
• EP 44: Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)
• EP 33: Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
• EP 31: Building a Structured COI Referral System That Actually Works (Tiffany Charles)