Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Are you a financial advisor specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention?

In this LIVE "Advice Line" episode, financial advisor Scott Campbell joins us to troubleshoot his marketing funnel challenges. Scott's firm, Align Wealth, serves chiropractors with thriving practices, but he's struggling to scale beyond referrals. We analyze his current marketing efforts and provide actionable strategies to help him attract more ideal prospects.

Key questions we answer include:

► How can I build an effective marketing funnel to attract more qualified chiropractor prospects?

► Should I focus on short-form video, podcasting, or referral marketing to grow my practice?

► How can I make my content more specific to resonate with my ideal clients?

Whether you serve chiropractors or another niche, this episode illuminates the importance of creating highly targeted content that speaks directly to your ideal clients' unique pain points and challenges.

Listen in as we help Scott transform his marketing approach to convert more prospects into clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Align Wealth (Scott’s firm)
• The Millionaire Chiropractor Next Door (Free, downloadable guide from Align Wealth)
• The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards
• Dan Allison (CEO of the Feedback Marketing Group and referral marketing expert)
• N2 Communications (Short-form video agency)
• 20/20 Money Podcast by Adam Cmejla

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Are you a new financial advisor feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients?

In this LIVE "Advice Line" episode, financial advisor Charley from Wealth Being Advisors joins us to tackle his marketing challenges. Having recently left his 9-to-5 job to focus on his practice full-time, Charley needs clarity on which marketing strategies will help him grow from 8 clients to a thriving business. We help him refine his target market and identify the most effective marketing approaches for his unique situation.

Key questions we answer include:

► How do I choose the right marketing strategy when there are so many options?

► Who should be my ideal client and how do I message to them effectively?

► What marketing medium should I focus on with limited time and resources?

Whether you're just starting your practice or looking to refine your existing marketing strategy, this episode provides valuable insights on getting clarity about who you serve, the problems you solve, and how to reach them effectively.

Tune in as we help Charley transform his marketing from "serving everyone" to attracting high-earning professionals who will value his services.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Wealth Being Advisors (Charley’s firm)
• LinkedIn Newsletter
• Upwork (freelance hiring platform)
• Beyond Your Hammock (Eric Roberge)
• Stone Steps Financial (Scott Frank)
• Stash Wealth
• Hoskin Capital (Nate Hoskin)
• EP 9: Marketing Funnel Basics: What Every Advisor Needs to Know (previous Advisor Marketing Made Simple episode)
• EP 21: The Fastest Path to Growth: Leverage Other People’s Audiences (previous Advisor Marketing Made Simple episode)

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 grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups?

In this LIVE "Advice Line" episode, financial advisor Frank Rekas joins us to troubleshoot his marketing strategy. After 30 years in the industry and recently joining an independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche of attorneys.

Key questions we answer include:

► How can I effectively narrow my niche to attract the right clients?

► What changes should I make to my LinkedIn profile and website to speak directly to my niche?

► How do I create a compelling offer that converts prospects into clients?

Whether you're targeting attorneys or another professional niche, this episode illuminates the power of laser-focused marketing.

You'll learn how to align your messaging across platforms, optimize your LinkedIn strategy, and create a clear path for your ideal clients to work with you.

Tune in as we help Frank build a simplified marketing funnel that cuts unnecessary activities while increasing potential revenue.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Palm Wealth Partners (Frank’s firm)
• LinkedIn Sales Navigator ( targeted sales outreach)
• Upwork (freelance hiring platform)
• ChatGPT (AI tool)