Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy?

In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conversion rates.

Key questions we answer include:

► How can I encourage prospects to take action without being pushy?

► Should I niche down to LGBTQ creative entrepreneurs?

► How can I create more authentic and engaging content?

Even if you're not struggling to close qualified leads, this episode illuminates how to refine your marketing message, stand out online, and convert more of your ideal prospects into long-term clients. Tune in to learn how to authentically grow your practice while staying true to who you are.

Resources:

• Sign up to be an advisor guest on the show
• Greenspring Advisors (Ben’s Firm)
• 10 Things I'd Do with the $200,000 Prize Money from "RuPaul's Drag Race"
• Who Not How by Dan Sullivan

How do you double your firm's size in five years? Is it through digital marketing or client referrals?

In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals.

Key questions we answer include:

► Should I focus on digital marketing or client referrals?

► How can I improve my referral process?

► What metrics should I track to measure marketing success?

Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Lake Road Advisors (Paul’s Firm)
• Marketing Metrics Tracking Template (From Rebel Media)
• Book: Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention
• Kitces Summit (April 2024) for referral marketing

Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?

In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses.

Key questions we explore include:

► How can advisors push through marketing failures and setbacks?

► What's the right balance between experimentation and focused effort?

► How do you market ethically while still driving business growth?

► Should advisors focus on "enough" in their marketing, or always push for more?

Whether you're just starting out or looking to take your marketing to the next level, this episode offers practical wisdom to help you connect with ideal clients in an authentic way. Tune in as we discuss overcoming impostor syndrome, designing effective experiments, and consistently delivering value to your audience.

Resources:

• Sign up to be an advisor guest on the show
• The Society of Advice: Marketing Workshop (10/17/24)
• Behaviorgap.com
• Book: Simple Marketing For Smart People (Billy Broas)
• Book: On B*llshit ( Harry G. Frankfurt)

In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.

We dive deep into Taylor's current marketing funnel and discuss:

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources:

• Sign up to be an advisor guest on the show
• Define Financial (Taylor’s Firm)
• The Stay Wealthy Retirement Show (Taylor’s Podcast)
• Money Visuals

How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing?

In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results.

Key questions we answer include:

► How can I improve my website's pop-up conversion rate?

► What should I include in my email nurture sequence?

► Is YouTube or SEO better for connecting with my niche?

Even if you're not targeting widows and caregivers like Elliott, this episode illuminates how to refine your digital marketing to attract and help more of your ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Kindness Financial Planning (Elliot’s Firm)
• Elliot’s YouTube channel
• OptinMonster - A plugin for adding pop-ups and opt-in forms to your website
• Hotjar - A tool for heat mapping and analyzing user behavior on your website
• Thumbnail guide with expressions for YouTube thumbnails

You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing?

In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work together to attract new clients.

Questions we answer on this episode include:

► My marketing efforts are not working, why?

► How can I refine my niche and target the right clients?

► What marketing activities should I focus on to see more traction?

If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads.

Resources:

• Sign up to be an advisor guest on the show
• Sherman Private Wealth (Jason’s Firm)
• Building a StoryBrand by Donald Miller (Book)
• Simple Marketing for Smart People by Billy Broas (Book)
• The Referral Magnet by Kelly Edwards (Book)

Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you.

In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back.

Additional questions we answer include:

► How can I grow my show without using social media?

► Should I post my podcast on YouTube?

► Which format grows my podcast better: solo or guest episodes?

Even if you do not have a podcast, this episode illuminates the power of understanding and clearly articulating the pain points of your ideal prospect and how those flow downstream to your marketing efforts.

Tune in as we give advice on how to turn podcast listeners into prospects eager to hire you as their financial advisor.

Resources:

• Sign up to be an advisor guest on the show
• Baskin FP (Erik’s Firm)
• Notion - Erik uses Notion to manage his podcast ideas and planning
• Fathom AI Notetaker to record calls
• 20/20 Money by Adam Cmejla

Welcome to the first episode of Advisor Marketing Made Simple!

We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created this podcast and get a preview of what to expect as new episodes launch every Wednesday.

Resources:

• Sign up to be an advisor guest on the show
• Notion