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 create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?

In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.

Key topics we explore include:

► How to structure welcome sequences that build trust and engagement

► The "Rule of One" principle for writing more effective emails

► Creating pre and post-appointment sequences that boost close rates

► Using client stories to demonstrate value without compliance issues

► The right balance between automated and personalized email content

Whether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately.

Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Visit Francesca’s Website
• Connect with Francesca on LinkedIn
• Francesca’s Free Growth Playbook
• Hemingway App
• Loom
• Fathom AI
• Jump AI
• Otter AI
• Calendly
• Redtail
• EP 9: Marketing Funnel Basics
• EP 6: Why Overthinking Will Ruin Your Marketing

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 looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.

In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation!

If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. 

Visit https://www.taylorschulte.com/apply to submit your application today!

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered

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 focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?

In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.

Key questions we answer include:

► Should I run two separate businesses targeting different demographics?

► How can I balance making an impact with growing my practice?

► Where should I focus my marketing efforts for the best results?

Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.

Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Retire to Tellico (Thomas’ firm)
• Refine Your Plan (Thomas’ Youtube channel)
• Stay Wealthy Retirement Show (Taylor’s podcast)
• The Society of Advice with Carl Richards

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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?

In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach.

Key questions we answer include:

► How specific should my niche be when targeting different demographics?

► What's the best way to leverage podcast guest appearances?

► How can I create marketing materials that truly resonate with my ideal clients?

Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels.

Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Apprise Wealth Management (Phil’s firm)
• ChatGPT
• Google AdWords
• Navigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)

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 trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics?

In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leveraging established platforms is more effective than building your own from scratch.

Key topics covered include:

► The three layers of an effective marketing funnel and how to use them

► Why guest appearances on established platforms outperform other marketing strategies

► The 5 essential requirements for successful platform leveraging

► A real case study of how one podcast guest appearance led to 4 new clients

Taylor also shares practical insights on relationship building, crafting clear calls-to-action, and choosing the right platforms to reach your ideal clients. Whether you're a new advisor or looking to accelerate your firm's growth, this episode provides a proven framework for marketing success.

Tune in to learn how to shortcut your path to building a trusted audience and consistently attract qualified prospects to your practice.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Define Financial (Taylor’s Firm)
• Stay Wealthy Retirement Show (Taylor’s Podcast)

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 practice beyond your warm market? Wondering how to create predictable, scalable marketing results?

In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.

Key questions we address include:

► How many clients should I target to reach my revenue goals?

► What's the most effective way to scale beyond my warm market?

► Should I focus on referral marketing or explore other channels?

Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.

Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Higher Impact Financial (Eric’s firm)
• Dex CRM
• The E-Myth Revisited by Michael Gerber
• Dan Sullivan (Author)
• XY Planning Network (XYPN)
• NAPFA
• Kitces Marketing Research on Referral Marketing
• Altruist

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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Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?

In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out.

Key questions we answer include:

► How much time should you dedicate to SEO versus other marketing activities?

► When should you update existing content versus creating new posts?

► Should you maintain multiple marketing channels or focus on what works?

► How do you know when to accept defeat on underperforming content?

Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice.

Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Arnold & Mote Wealth Management (Matt’s Firm)
• Google Ads
• Kit (formerly ConvertKit)
• Convert Player
• Trello
• fpPathfinder
• PageSpeed Insights

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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Is marketing overwhelm holding your firm back from real growth?

In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.

Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.

We cover:

► Three key sources of marketing overwhelm and how to address each one

► Why doing "half as many things twice as well" leads to better results

► How to identify which marketing activities you're doing just because you "should"

► The simple framework of using one traffic platform and one nurture platform

► When (and how) to strategically add new marketing activities to your plan

Tune in to learn how to transform your scattered marketing efforts into a streamlined, results-driven approach that matches your firm's goals and capacity.

Whether you're overwhelmed by current marketing activities or looking to build a more focused strategy, this episode will help you gain clarity and take decisive action.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Advice Line: How to Turn Podcast Listeners into Clients (Erik Baskin)
• Fidelity
• LinkedIn
• YouTube

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 your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?

In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. 

Key questions we answer include:

► How can I increase my website's conversion rate?

► Should I focus on one marketing channel or try to do it all? 

► What's the best way to clarify my niche and target audience?

Even if you're not targeting Gen X clients like Preston, this episode illuminates how to refine your digital marketing to attract more of your ideal prospects and turn them into clients.

Tune in as we break down Preston's marketing funnel and provide a roadmap for boosting conversions across multiple channels.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Preston’s Firm: Concurrent Financial Planning
• Preston’s YouTube Channel
• Preston’s Podcast

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 generate consistent leads for your new financial advisory firm? You're not alone.

In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.

Key questions we answer include:

► Should I focus on local or national marketing efforts?

► How can I maximize the impact of my community college presentations?

► What's the best way to convert seminar attendees into prospects?

Whether you're a new advisor or looking to refine your marketing strategy, this episode offers valuable insights on how to generate more qualified leads and grow your practice. We discuss the pros and cons of various marketing channels and provide practical tips for improving conversion rates from in-person events.

Tune in to learn how to streamline your marketing efforts and attract more of your ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• David’s Firm: Next Phase FP
• Kitces Summit Presentation: Ryan Morrisey (For in-person classes at the community college)