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

Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works?

In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jeff faces the classic new advisor challenge: how to gain traction when you're wearing multiple hats and have limited marketing experience.

Key questions we answer include:

► How do you choose between two compelling niches (new teachers vs. those nearing retirement)?

► What website messaging changes will instantly connect with your ideal clients?

► How can you leverage other people's platforms to grow without creating endless content?

Whether you're transitioning careers into financial planning or simply trying to clarify your marketing message, this episode provides a practical roadmap for simplifying your approach and focusing your efforts where they'll have the greatest impact.

Tune in as we help Jeff create a straightforward marketing funnel that leverages his unique position as someone who perfectly embodies his ideal client.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Venables Financial Solutions (Jeff’s firm)
• Get the Advisor Copy Coach from Kendra: rebelmediaagency.com/copyworkshop
• Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
• The Fastest Path to Growth: Leverage Other People’s Audiences