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 webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants?

In this LIVE "Advice Line" episode, financial advisor Ross Blount asks us to help solve his webinar marketing challenges. Despite running Facebook and LinkedIn ads and sending invitations to his email list, no one is showing up to his retirement planning webinars. We dive deep into his current marketing strategy, budget allocation, and targeting approach to identify where his funnel is breaking down.

Key questions we answer include:

► How can I attract qualified prospects to my webinars?

► Should I continue investing in SEO while building a webinar funnel?

► What webinar topics will actually convert pre-retirees into attendees?

If you're struggling to build an effective marketing funnel or spreading your resources too thin across multiple channels, this episode provides a clear roadmap for focusing your efforts where they'll generate the best results.

Listen in as we help Ross rebuild his marketing strategy to transform his webinar attendance and ultimately grow his practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Springbok Wealth (Ross’ firm)
• David Sandhu’s Resources on Webinar Marketing (Kitces Marketing Summit ‘25)
• White Glove
• Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)

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 spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors?

In this LIVE "Advice Line" episode, financial advisor Aaron Brask asks us to help him determine if he's missing out by not using paid marketing. Despite creating educational content that attracts clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon paid strategies altogether.

Key questions we answer include:

► Should I invest in paid marketing or focus on content creation?

► How can I build an effective marketing funnel instead of disconnected activities?

► What's the most efficient way to grow from $60M to $250M+ in AUM?

If you're trying to do too many marketing activities at once without a cohesive strategy, this episode will show you how focusing on one channel—done exceptionally well—can drive more growth than multiple scattered efforts.

Listen in as we help Aaron create a focused marketing approach that aligns with his strengths and ideal client profile.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aaron Brask Capital (Aaron’s firm)
• Aaron Brask’s YouTube Channel
• Think You’ve Planned for Retirement? Beware the Tax Torpedo. (Aaron’s interview in The New York Times)
• White Glove

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 with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out?

In this LIVE "Advice Line" episode, financial advisor Taylor Bell from Equitas Financial joins us to discuss his marketing dilemma. As the founder of an LGBTQ+ focused RIA, Taylor wants to know the best approach for building his online presence while avoiding the perfectionism that's keeping him from taking action.

Key questions we answer include:

► Should I develop a personal brand or focus on my firm brand?

► Which marketing channel should I prioritize as a new advisor with limited time?

► How do I create an effective marketing funnel that speaks to my niche?

If you're a financial advisor who serves a specific niche and feels overwhelmed by all the marketing options available, this episode provides clarity on how to simplify your approach and start taking action today.

Listen in as we help Taylor develop a focused marketing strategy that leverages his strengths and speaks directly to the unique financial planning needs of his ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Aequitas Financial (Taylor Bell’s firm)
• Google My Business
• Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
• Michael Kitces Marketing Summit