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 attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element?

In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his marketing isn't connecting with pre-retirees and provide a clear path forward.

Key questions we answer include:

► How can I transform my "shotgun approach" into a focused marketing strategy?

► Should I continue podcasting or pivot to a different marketing channel?

► What simple website changes will help convert more visitors to prospects?

Even if you're not approaching retirement like John, this episode reveals how clarifying your niche, creating a cohesive marketing funnel, and making your personal brand truly personal can transform your marketing effectiveness.

Listen in as we help John build a marketing strategy that will serve him now and potentially create value even after he sells his practice.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Albany Financial Group (John’s Firm)
• The Fastest Path to Growth: Leverage Other People’s Audiences (Advisor Marketing Made Simple)
• Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) (Advisor Marketing Made Simple)
• Top Advisor Website Questions (Part 1): Should You Share Your Fees & More (Advisor Marketing Made Simple)
• Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups (Advisor Marketing Made Simple)
• Podcast Movement Conference

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 attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need.

In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services.

We dive deep into:

► How can she better qualify prospects before they book time on her calendar?

► Should she maintain both divorce and widow niches, or focus on one?

► How can she structure her services to create a natural client journey from mid-divorce to post-divorce?

Even if you don't work with divorcees, this episode illuminates how to refine your messaging, pricing, and COI relationships to attract more qualified prospects. Learn how to position yourself as the solution to a specific, high-value problem rather than trying to help everyone.

Tune in as we help Rachael create a more profitable, less chaotic business by focusing on turning divorce settlements into sustainable income for her ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• True Worth Financial Planning (Rachael’s Firm)
• Find a Certified Divorce Financial Analyst (CDFA)
• Typeform (for conditional-logic intake forms)
• Calendly (for scheduling calls)
• John Mason (advisor/sales process reference)
• Listen: Building a Structured COI Referral System That Actually Works (Tiffany Charles)
• Define Financial (example of a “free assessment” funnel)

Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients

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Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them?

In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating high-converting websites for financial advisors.

We explore critical questions including:

► How to craft clear, compelling "above the fold" messaging that instantly communicates your niche

► Where and how to consistently reinforce your niche throughout your entire website

► Why using client language instead of industry jargon dramatically improves connection

► How to track whether your niche messaging is actually working

Taylen also shares real-world examples of effective niche websites and explains the delicate balance between SEO optimization and engaging copywriting. Whether you're just starting to define your niche or looking to better leverage an existing one, this episode provides actionable strategies to ensure your website clearly communicates who you serve.

Tune in to transform your website from generic to magnetic and start attracting more of your ideal clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aryze Design (Taylen’s Website)
• Exponential Advisors: Financial Advice & Digital Assets for Army Veterans
• Marrone Wealth Management: Financial Advice for Psychologists & Mental Health Professionals
• Powering Your Retirement: Retirement Planning for PG&E Employees (One of the largest Gas & Electric Companies in the US)
• Building a StoryBrand by Donald Miller

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 decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?

In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether this niche is truly viable for long-term growth.

Key questions we answer include:

► Should I continue focusing on Asian Americans or broaden my reach?

► How can I better qualify leads to stop wasting time on unproductive calls?

► What fee structure works best for price-sensitive demographics?

Even if you're not targeting Asian Americans, this episode illuminates the critical decision-making process around niching, pricing strategy, and creating clear messaging that attracts your ideal clients. 

Listen in as we help Jason clarify his target market, refine his website messaging, and build a more efficient sales process that converts qualified prospects into clients.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• CoPlanning Financial (Jason’s Firm)
• XYPN (XY Planning Network)
• Fee Only Network
• NAPFA (National Association of Personal Financial Advisors)
• YouTube
• Typeform
• StoryBrand Framework/Book
• Root Financial (James Canole)
• Sensible Money (Dana Anspach)

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 a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? 

In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages.

Key questions we answer include:

► How do you effectively market a niche-focused book to the right audience?

► Should you invest in book promotion or focus on faster client acquisition strategies?

► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars?

Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway.

Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Equity Comp Financial Planning (Daniel’s Firm)
• LinkedIn Sales Navigator
• Silicon Slopes
• ChatGPT
• Michael Kitces Marketing Summit
• Horse’s Mouth
• “Retirement Starts Today” Podcast by Benjamin Brandt
• Books by Morgan Housel

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 high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business?

In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral network that drives predictable growth.

Key topics we explore include:

► How to structure a 3-meeting process that turns casual connections into committed referral partners

► Why focusing on 5-7 quality COI relationships is more effective than casting a wide net

► How to maintain professional boundaries and avoid the "friend zone" that kills productivity

► What to do with unqualified referrals to preserve both client and COI relationships

► Which unexpected professionals make excellent referral partners beyond attorneys and CPAs

Whether you're just starting to build your COI network or looking to improve your existing referral relationships, this episode provides a clear roadmap for creating a sustainable growth strategy.

Tune in to learn how to transform your approach to referral marketing and create a steady stream of ideal clients without the constant hustle of digital marketing.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Destiny Capital (Tiffany’s Firm)
• Entrepreneur Aligned
• EOS (Entrepreneurial Operating System)
• Traction by Gino Wickman
• Vistage
• BNI (Business Network International)
• Colorado Society of CPAs
• Steph Bogan

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 marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience?

In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expertise and values.

Key questions we address include:

► How can I effectively narrow down my target market without losing opportunities?

► What's the best way to research and understand my ideal client's pain points?

► Should I focus on Facebook ads or explore other marketing channels?

► How do I build a marketing funnel that converts?

Whether you're targeting conservative business owners or another specific niche, this episode reveals why understanding your ideal client is crucial before implementing any marketing strategy. Learn how to conduct effective market research and build a focused marketing approach that attracts qualified prospects.

Tune in to discover how to transform your marketing from scattered to strategic and start attracting the right clients to your practice.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ryleigh Wealth Management (Andrew’s firm)
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
• The Advisor Coach
• MoneyVisuals by Ashby Daniels
• Snappy Kraken

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 get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience?

In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craft a clear strategy to attract and serve his ideal clients.

Key questions we answer include:

► How do you choose between passion and profitability when selecting a niche?

► What's the right approach to messaging when broadening your target market?

► How should you align your marketing activities with your chosen niche?

If you're wrestling with niche selection or struggling to connect your marketing efforts with your ideal prospects, this episode provides actionable insights to help clarify your path forward. 

Whether you're just starting out or considering a pivot in your practice, tune in to learn how to build a more focused and effective advisory business.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Assist Financial Planning (Justin’s firm)
• Dollars and Dumbbells (Justin’s podcast)
• XYPN (XY Planning Network)
• NAPFA (National Association of Personal Financial Advisors)
• Satori Wealth Management
• Creator Science Podcast by Jay Clouse
• The Long Term Investor YouTube Channel by Peter Lazaroff
• The Ramsey Show Podcast by Dave Ramsey

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 website causing confusion instead of converting clients?

In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers.

We cover:

► The pros and cons of maintaining separate personal brand websites alongside your firm site

► Practical strategies to convert visitors into email subscribers with benchmarks

► Essential tools and plugins that can dramatically improve your site's performance

This episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Ritholtz Wealth Management
• PlanCorp
• Pure Financial 
• Hotjar (Heat Mapping Tool) 
• Readwise (Reading & Research Tool) 
• OptinMonster (Email Capture Plugin) 
• Yoast SEO (SEO Plugin for Websites) 
• Fusebox (Podcast Player Plugin) 
• Easy Table of Contents
• TablePress (Table Formatting Plugin)
• Typeform (Form & Survey Tool)
• Google Programmable Search Engine

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 advisor website failing to convert visitors into clients despite your investment?

In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.

Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice.

We cover:

► When it's actually time to redesign your website (and when a simple refresh will save you thousands)

► The critical difference between website design and copy—and why one matters significantly more

► Strategic approaches to displaying pricing on your website based on your practice's growth stage

► How to create appropriate "friction" in your lead generation process to attract qualified prospects

► Practical ways to filter website visitors based on their ability to pay your fees

Whether you're considering a complete website overhaul or simply need to optimize what you have, this episode provides actionable guidance to help you make strategic decisions about your digital presence.

Tune in to learn how to stop wasting resources on ineffective website strategies and start creating a digital experience that actually supports your business goals.

Resources: 

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Broadridge 2024 Marketing Study 
• Geometric Advisors Website
• Taylor’s Marketing Funnel Template