Advisor Marketing Made Simple

Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)


Listen Later

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 strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity.

Questions we answer include:

► How should I balance creating high-effort posts vs. frequent content?

► What's the best way to grow my LinkedIn network with ideal prospects?

► How can I optimize my marketing funnel from LinkedIn to client calls?

Whether you're just starting out or looking to level up your LinkedIn game, this episode provides actionable strategies for building an effective marketing funnel - from connecting with prospects to creating engaging content that resonates with your target audience.

Listen in as we help Andy transform his LinkedIn presence from simply gathering connections to systematically converting followers into ideal clients ready to engage his services.

Resources: 

  • Join Our Newsletter
  • Apply Here To Be On The Show: Get Your Marketing Questions Answered
  • Two Trails Financial Planning (Andy’s firm)
  • Base Camp and Summit Wealth Services (Andy’s firm’s offerings)
  • Canva
  • Mailchimp
  • Calendly
  • LinkedIn Sales Navigator
  • Hoskin Capital

...more
View all episodesView all episodes
Download on the App Store

Advisor Marketing Made SimpleBy Taylor Schulte and Kendra Wright

  • 5
  • 5
  • 5
  • 5
  • 5

5

18 ratings


More shows like Advisor Marketing Made Simple

View all
Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

559 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,985 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Ask The Compound by The Compound

Ask The Compound

301 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

4 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

981 Listeners