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 to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering?

In this LIVE "Advice Line" episode, financial advisor Adam seeks guidance on streamlining his marketing strategy for his optometry-focused wealth management firm. With $1.4 million in revenue and strong brand recognition, Adam wants to expand his reach while launching a second business helping aspiring optometrists buy practices. We dive deep into his marketing challenges and provide actionable solutions.

Key questions we answer include:

► How can I optimize my existing marketing channels to drive more leads?

► Should I create a separate brand hub for multiple service offerings?

► What's the most effective way to convert podcast listeners into email subscribers?

Whether you're considering expanding your service offerings or simply want to maximize your current marketing efforts, this episode reveals how to streamline your funnels and grow strategically without sacrificing your core business.

Listen in as we help Adam transform his complex marketing web into a cohesive system that attracts and converts his ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Integrated Planning and Wealth Management (Adam’s firm)
• 20/20 Money (Adam’s podcast)
• Brian Hanks at Dental Buyer Advocates
• Good to Great by Jim Collins
• Review of Optometric Business
• Acuity Scheduling
• Carr Healthcare Realty

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 marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus?

In this LIVE "Advice Line" episode, financial advisor Tyler Meyer asks us to help him determine whether to abandon his underperforming blog and go all-in on a niche website targeting his ideal clients. We help Tyler cut through his marketing confusion and develop a streamlined approach to attract more clients beyond his small-town network.

Key questions we answer include:

► Should I maintain multiple websites or consolidate them?

► How can I build an effective marketing funnel when nothing seems to be working?

► Is targeting your retirement niche viable from an SEO perspective?

If you're struggling with scattered marketing efforts and inconsistent results, this episode provides a clear framework for simplifying your approach and creating a systematic, repeatable strategy that actually drives growth.

Listen in as we help Tyler transform his marketing from chaotic to focused and learn how you can do the same for your practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• QED Wealth Solutions (Tyler’s firm)
• Retire To Abundance (Tyler’s blog)
• KPERS (Kansas Public Employees Retirement System)
• Retirement Starts Today Podcast by Benjamin Brandt
• Retirement Answer Man Podcast by Roger Whitney

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 to build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads?

In this LIVE "Advice Line" episode, financial advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies.

Key questions we answer include:

► How can I segment my practice to serve different client types effectively?

► What's the optimal LinkedIn funnel structure for financial advisors?

► How do I balance firm-wide marketing when offices operate independently?

Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates.

Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Applied Capital (Jack’s firm)
• LinkedIn Sales Navigator
• Zoom Webinars
• Kit (formerly ConvertKit)
• SignatureFD (niche segmentation example)
• Jab, Jab, Jab, Right Hook by Gary Vaynerchuk
• How One Advisor Generated 35 Leads on LinkedIn in 6 Months Without Spending a Dime on Ads by Kendra Wright