Advisor Marketing Made Simple podcast

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Advisor Marketing Made Simple

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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency owner implementing successful marketing plans for growth-focused advisory firms. Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples. Whether you’re new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business – without the guesswork or frustration.

35 episodes

Advisor Marketing Made Simple

updated 5 days ago

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35 episodes

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1
How To Make Your Website Clearly Speak To Your Niche (Taylen Sather) 42:37

5 days ago42:37

42:37

Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients ------ Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them? In this episode, website design expert Taylen joins us to reveal how advisors can leverage their niche through strategic copy and design to stand out in a crowded marketplace. From common messaging mistakes to practical solutions, Taylen shares insights from his experience creating high-converting websites for financial advisors. We explore critical questions including: ► How to craft clear, compelling "above the fold" messaging that instantly communicates your niche ► Where and how to consistently reinforce your niche throughout your entire website ► Why using client language instead of industry jargon dramatically improves connection ► How to track whether your niche messaging is actually working Taylen also shares real-world examples of effective niche websites and explains the delicate balance between SEO optimization and engaging copywriting. Whether you're just starting to define your niche or looking to better leverage an existing one, this episode provides actionable strategies to ensure your website clearly communicates who you serve. Tune in to transform your website from generic to magnetic and start attracting more of your ideal clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Aryze Design (Taylen’s Website) Exponential Advisors : Financial Advice & Digital Assets for Army Veterans Marrone Wealth Management : Financial Advice for Psychologists & Mental Health Professionals Powering Your Retirement : Retirement Planning for PG&E Employees (One of the largest Gas & Electric Companies in the US) Building a StoryBrand by Donald Miller…

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Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co) 46:53

12 days ago46:53

46:53

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 decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model? In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether this niche is truly viable for long-term growth. Key questions we answer include: ► Should I continue focusing on Asian Americans or broaden my reach? ► How can I better qualify leads to stop wasting time on unproductive calls? ► What fee structure works best for price-sensitive demographics? Even if you're not targeting Asian Americans, this episode illuminates the critical decision-making process around niching, pricing strategy, and creating clear messaging that attracts your ideal clients. Listen in as we help Jason clarify his target market, refine his website messaging, and build a more efficient sales process that converts qualified prospects into clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered CoPlanning Financial (Jason’s Firm) XYPN (XY Planning Network) Fee Only Network NAPFA (National Association of Personal Financial Advisors) YouTube Typeform StoryBrand Framework/Book Root Financial (James Canole) Sensible Money (Dana Anspach)…

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Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier) 35:31

19 days ago35:31

35:31

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 with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages. Key questions we answer include: ► How do you effectively market a niche-focused book to the right audience? ► Should you invest in book promotion or focus on faster client acquisition strategies? ► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars? Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway. Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Equity Comp Financial Planning (Daniel’s Firm) LinkedIn Sales Navigator Silicon Slopes ChatGPT Michael Kitces Marketing Summit Horse’s Mouth “Retirement Starts Today” Podcast by Benjamin Brandt Books by Morgan Housel…

1
Building a Structured COI Referral System That Actually Works (Tiffany Charles) 1:00:50

26 days ago1:00:50

1:00:50

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 generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business? In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral network that drives predictable growth. Key topics we explore include: ► How to structure a 3-meeting process that turns casual connections into committed referral partners ► Why focusing on 5-7 quality COI relationships is more effective than casting a wide net ► How to maintain professional boundaries and avoid the "friend zone" that kills productivity ► What to do with unqualified referrals to preserve both client and COI relationships ► Which unexpected professionals make excellent referral partners beyond attorneys and CPAs Whether you're just starting to build your COI network or looking to improve your existing referral relationships, this episode provides a clear roadmap for creating a sustainable growth strategy. Tune in to learn how to transform your approach to referral marketing and create a steady stream of ideal clients without the constant hustle of digital marketing. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Destiny Capital (Tiffany’s Firm) Entrepreneur Aligned EOS (Entrepreneurial Operating System) Traction by Gino Wickman Vistage BNI (Business Network International) Colorado Society of CPAs Steph Bogan…

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Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll) 41:09

5 weeks ago41:09

41:09

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience? In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expertise and values. Key questions we address include: ► How can I effectively narrow down my target market without losing opportunities? ► What's the best way to research and understand my ideal client's pain points? ► Should I focus on Facebook ads or explore other marketing channels? ► How do I build a marketing funnel that converts? Whether you're targeting conservative business owners or another specific niche, this episode reveals why understanding your ideal client is crucial before implementing any marketing strategy. Learn how to conduct effective market research and build a focused marketing approach that attracts qualified prospects. Tune in to discover how to transform your marketing from scattered to strategic and start attracting the right clients to your practice. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Ryleigh Wealth Management (Andrew’s firm) Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan The Advisor Coach MoneyVisuals by Ashby Daniels Snappy Kraken…

1
Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green) 46:01

6 weeks ago46:01

46:01

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 get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience? In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craft a clear strategy to attract and serve his ideal clients. Key questions we answer include: ► How do you choose between passion and profitability when selecting a niche? ► What's the right approach to messaging when broadening your target market? ► How should you align your marketing activities with your chosen niche? If you're wrestling with niche selection or struggling to connect your marketing efforts with your ideal prospects, this episode provides actionable insights to help clarify your path forward. Whether you're just starting out or considering a pivot in your practice, tune in to learn how to build a more focused and effective advisory business. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Assist Financial Planning (Justin’s firm) Dollars and Dumbbells (Justin’s podcast) XYPN (XY Planning Network) NAPFA (National Association of Personal Financial Advisors) Satori Wealth Management Creator Science Podcast by Jay Clouse The Long Term Investor YouTube Channel by Peter Lazaroff The Ramsey Show Podcast by Dave Ramsey…

1
Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups 32:36

7 weeks ago32:36

32:36

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your website causing confusion instead of converting clients? In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers. We cover: ► The pros and cons of maintaining separate personal brand websites alongside your firm site ► Practical strategies to convert visitors into email subscribers with benchmarks ► Essential tools and plugins that can dramatically improve your site's performance This episode provides clear guidance on how to make your website work harder for your advisory business—without falling into common marketing traps. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Ritholtz Wealth Management PlanCorp Pure Financial Hotjar (Heat Mapping Tool) Readwise (Reading & Research Tool) OptinMonster (Email Capture Plugin) Yoast SEO (SEO Plugin for Websites) Fusebox (Podcast Player Plugin) Easy Table of Contents TablePress (Table Formatting Plugin) Typeform (Form & Survey Tool) Google Programmable Search Engine…

1
Top Advisor Website Questions (Part 1): Should You Share Your Fees & More 31:57

8 weeks ago31:57

31:57

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your advisor website failing to convert visitors into clients despite your investment? In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research. Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine if that's even necessary for your practice. We cover: ► When it's actually time to redesign your website (and when a simple refresh will save you thousands) ► The critical difference between website design and copy—and why one matters significantly more ► Strategic approaches to displaying pricing on your website based on your practice's growth stage ► How to create appropriate "friction" in your lead generation process to attract qualified prospects ► Practical ways to filter website visitors based on their ability to pay your fees Whether you're considering a complete website overhaul or simply need to optimize what you have, this episode provides actionable guidance to help you make strategic decisions about your digital presence. Tune in to learn how to stop wasting resources on ineffective website strategies and start creating a digital experience that actually supports your business goals. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Broadridge 2024 Marketing Study Geometric Advisors Website Taylor’s Marketing Funnel Template…

1
Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley) 46:59

9 weeks ago46:59

46:59

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity. Questions we answer include: ► How should I balance creating high-effort posts vs. frequent content? ► What's the best way to grow my LinkedIn network with ideal prospects? ► How can I optimize my marketing funnel from LinkedIn to client calls? Whether you're just starting out or looking to level up your LinkedIn game, this episode provides actionable strategies for building an effective marketing funnel - from connecting with prospects to creating engaging content that resonates with your target audience. Listen in as we help Andy transform his LinkedIn presence from simply gathering connections to systematically converting followers into ideal clients ready to engage his services. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Two Trails Financial Planning (Andy’s firm) Base Camp and Summit Wealth Services (Andy’s firm’s offerings) Canva Mailchimp Calendly LinkedIn Sales Navigator Hoskin Capital…

1
Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman) 45:01

10 weeks ago45:01

45:01

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects? In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content creation to webinar strategies, we help him develop a more focused and sustainable approach. Key questions we answer include: ► Should I target both corporate and small business owner lobbyists? ► How do I build an effective marketing funnel for busy professionals? ► What's the best way to leverage LinkedIn and webinars together? If you're trying to balance multiple marketing channels or struggling to narrow your niche, this episode provides actionable insights on building a more targeted and efficient marketing strategy. Whether you work with lobbyists or not, you'll learn valuable lessons about focusing your marketing efforts for better results. Tune in to discover how to stop spreading yourself too thin and create a more intentional marketing approach that attracts your ideal clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Advocate Wealth (Eli’s firm) LinkedIn Zoom Vimeo Sales Navigator…

1
How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin) 50:28

11 weeks ago50:28

50:28

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 create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective? In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects. Key topics we explore include: ► How to structure welcome sequences that build trust and engagement ► The "Rule of One" principle for writing more effective emails ► Creating pre and post-appointment sequences that boost close rates ► Using client stories to demonstrate value without compliance issues ► The right balance between automated and personalized email content Whether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately. Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Visit Francesca’s Website Connect with Francesca on LinkedIn Francesca’s Free Growth Playbook Hemingway App Loom Fathom AI Jump AI Otter AI Calendly Redtail EP 9: Marketing Funnel Basics EP 6: Why Overthinking Will Ruin Your Marketing…

1
Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!) 6:22

11 weeks ago6:22

6:22

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast. In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation! If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. Visit https://www.taylorschulte.com/apply to submit your application today! Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered…

1
Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook) 48:40

12 weeks ago48:40

48:40

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 focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success? In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth. Key questions we answer include: ► Should I run two separate businesses targeting different demographics? ► How can I balance making an impact with growing my practice? ► Where should I focus my marketing efforts for the best results? Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact. Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Retire to Tellico (Thomas’ firm) Refine Your Plan (Thomas’ Youtube channel) Stay Wealthy Retirement Show (Taylor’s podcast) The Society of Advice with Carl Richards…

1
Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) 34:49

13 weeks ago34:49

34:49

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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients? In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach. Key questions we answer include: ► How specific should my niche be when targeting different demographics? ► What's the best way to leverage podcast guest appearances? ► How can I create marketing materials that truly resonate with my ideal clients? Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels. Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Apprise Wealth Management (Phil’s firm) ChatGPT Google AdWords Navigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)…

1
The Fastest Path to Growth: Leverage Other People’s Audiences 19:53

14 weeks ago19:53