Advisor Marketing Made Simple

• Top Advisor Website Questions (Part 1): Should You Share Your Fees & More

  Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————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 feesWhether 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 NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredBroadridge 2024 Marketing Study Geometric Advisors WebsiteTaylor’s Marketing Funnel Template

  --------  

  31:57
• Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)

  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 NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredTwo Trails Financial Planning (Andy’s firm)Base Camp and Summit Wealth Services (Andy’s firm’s offerings)CanvaMailchimpCalendlyLinkedIn Sales NavigatorHoskin Capital

  --------  

  46:59
• Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)

  Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects?In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content creation to webinar strategies, we help him develop a more focused and sustainable approach.Key questions we answer include:► Should I target both corporate and small business owner lobbyists?► How do I build an effective marketing funnel for busy professionals?► What's the best way to leverage LinkedIn and webinars together?If you're trying to balance multiple marketing channels or struggling to narrow your niche, this episode provides actionable insights on building a more targeted and efficient marketing strategy. Whether you work with lobbyists or not, you'll learn valuable lessons about focusing your marketing efforts for better results.Tune in to discover how to stop spreading yourself too thin and create a more intentional marketing approach that attracts your ideal clients.Resources: Join Our NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredAdvocate Wealth (Eli’s firm)LinkedIn ZoomVimeoSales Navigator

  --------  

  45:01
• How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)

  Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————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 contentWhether 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 NewsletterApply Here To Be On The Show: Get Your Marketing Questions AnsweredVisit Francesca’s WebsiteConnect with Francesca on LinkedInFrancesca’s Free Growth PlaybookHemingway AppLoomFathom AIJump AIOtter AICalendlyRedtailEP 9: Marketing Funnel BasicsEP 6: Why Overthinking Will Ruin Your Marketing

  --------  

  50:28
• Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)

  Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————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 NewsletterApply Here To Be On The Show: Get Your Marketing Questions Answered

  --------  

  6:22

More Business podcasts

Trending Business podcasts

About Advisor Marketing Made Simple