Advisor Marketing Made Simple

Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)


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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

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Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?

In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine where to invest his limited marketing resources for maximum impact.

Key questions we answer include:

► How can I effectively market two different brands with limited time?

► Should I use my educational platform as a funnel for my advisory firm?

► What's the most efficient way to build an audience when targeting women in transition?

If you're trying to balance multiple target audiences or wondering how to connect your educational content with your service offerings, this episode provides clarity on creating a focused marketing strategy that aligns with your business goals.

Listen in as we help Ed navigate the challenging balance between advocacy and business growth to attract more of his ideal clients.

Resources: 

  • Join Our Newsletter
  • Apply Here To Be On The Show: Get Your Marketing Questions Answered
  • Burning River Advisory Group (Ed’s firm)
  • enlightenHer (Ed’s sister-firm)
  • The Divorce Navigator (enlightenHer program)
  • Stay Wealthy (Taylor’s blog and podcast)
  • Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
  • Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)

...more
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Advisor Marketing Made SimpleBy Taylor Schulte and Kendra Wright

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