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Artwork for Advisor Marketing Made Simple

Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright
SEO
Email Marketing
Marketing
Financial Advisory
Podcasting
Client Engagement
Marketing Funnels
Financial Planning
Audience Growth
Content Creation
Linkedin
Client Acquisition
Youtube
Target Demographics
Digital Marketing
Social Media Marketing
Lead Generation
Content Strategy
Content Marketing
Follow-Up Strategies

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. T... more

PublishesWeeklyEpisodes60Foundeda year ago
Number of ListenersCategories
MarketingBusiness

Listen to this Podcast

Artwork for Advisor Marketing Made Simple

Latest Episodes

Is it time to say goodbye to your marketing efforts that aren't delivering results?

In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision... more

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: 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 gr... more

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

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Are your marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed b... more

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

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Are you struggling to build an effective marketing funnel while serving multiple client segments? Is your L... more

Key Facts

Accepts Guests
Contact Information
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jack Hudson
Founder and Advisor at Applied Capital
Applied Capital
Episode: Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)
Jesse Cramer
Writer behind the Best Interest blog and host of the podcast, Personal Finance for Long-Term Investors
Cobblestone Capital Advisors
Episode: Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)
Scott Campbell
Financial planner at Align Wealth specializing in chiropractors.
Align Wealth
Episode: Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)
Frank Rekas
Owner of Palm Loaf Partners, an independent financial advisory firm
Palm Loaf Partners
Episode: Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)
Mohammad Uz-Zaman
Founder of ADL Estate Planning
ADL Estate Planning
Episode: Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)
Ryan Kittredge
Owner of Clearpath Financial Partners, with 18 years in the industry and a focus on pre-retirees
Clearpath Financial Partners
Episode: Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)
Devin Watts
Financial advisor at Fallbrook FI, specializing in helping busy professionals
Fallbrook FI
Episode: Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)
Ross Blount
Financial advisor and founder of Springbach Wealth.
Springbach Wealth
Episode: Advice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)
Aaron Brask
Owner of Aaron Brask Capital, focusing on retirement planning and financial education.
Aaron Brask Capital
Episode: Advice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)

Hosts

Kendra
Co-host and marketing professional who provides practical strategies for improving financial marketing.
Taylor Bell
Co-host and financial advisor with actionable insights for enhancing advisory marketing.

Reviews

4.9 out of 5 stars from 37 ratings
  • Super Helpful

    Kendra and Taylor do a fantastic job evaluating and sharing advisor marketing best practices. I learn a ton every show!

    Apple Podcasts
    5
    GARY SJSU SOCCER
    United Statesa month ago
  • So much value packed into each episode!

    An incredible podcast with a ton of value and actionable takeaways in every episode. I love that Taylor and Kendra just dive right in, ask great questions and share their best advice and recommendations on all things advisor marketing. Had the pleasure of being interviewed for an episode and I’m so much more clear on my marketing strategy. I hope other listeners find some value from this episode! Thx guys!

    Apple Podcasts
    5
    Scampy44
    Canada2 months ago
  • A Must Listen for Advisors

    Taylor and Kendra do an awesome job of making marketing and conversion systems easy to understand and implement for advisors. There are gold nuggets in every episode and they’ve yet to put out an episode where I felt like it may not be worth it to listen all the way through. I’m always learning something and many times feel like the shows are so good they could be charging for the content. It’s become a weekly listen for me and I never miss an episode. They’ve helped me get clear on my niche and... more

    Apple Podcasts
    5
    Scott Schwalich
    United States3 months ago
  • Simply effective!

    If you’re an advisor struggling to gain traction with your marketing efforts, look no further. I’ve been through good, bad, and ugly marketing efforts. Kendra and Taylor do a GREAT job of explaining why the good works, why the bad doesn’t, and why the ugly is, well, ugly! I found this podcast recently and I’ve been listening non-stop since.

    Apple Podcasts
    5
    JC Mungo
    United States4 months ago
  • Incredible

    I really can’t say enough about this podcast and the incredible value that Kendra and Taylor deliver week after week. A number of episodes have completely changed the way that I approach marketing, and no matter the episode, there’s always actionable insights and takeaways. Bookmark, like, subscribe, download, leave a review or whatever it is that the cool kids do nowadays. Whatever it is, Kendra and Taylor deserve it for all the hard work and willingness to share!

    Apple Podcasts
    5
    The Big Guava
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners frequently highlight the actionable insights and practical advice offered, expressing appreciation for the hosts' engaging style and clear explanations.
Listeners report significant improvements in their marketing strategies after applying the advice discussed, reinforcing the podcast's reputation for delivering valuable content.
Many reviews commend the hosts for their expertise and real-world examples, emphasizing the value the podcast brings to financial advisors seeking marketing guidance.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)
Q: What have you done up until now that's worked well to build brand awareness in your geographic region?
Ryan explained that he has primarily relied on word of mouth and limited digital marketing efforts, lacking consistency and a strategic approach.
Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)
Q: Ryan, what's that big marketing question you want our help with today?
Ryan expressed a need to grow the Clear Wealth brand and attract more clients in Eastern Iowa amid tough competition from established firms.
Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)
Q: What has been working up to this point the best?
The best marketing activity has been being in the media, publishing articles, and establishing myself as a thought leader.
Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)
Q: What would a conversion look like for you?
A conversion for me means booking an appointment, subscribing to a newsletter, or gaining engagement on YouTube.
Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)
Q: Why do you want to build an email list?
To attract more potential clients to the firm and engage them with their services.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Advisor Marketing Made Simple

What is Advisor Marketing Made Simple about and what kind of topics does it cover?

A focus on simplifying marketing strategies for financial advisors sets this podcast apart, where hosts share actionable insights derived from real-life experiences. Each episode emphasizes practical, effective approaches to financial services marketing, enabling listeners to refine their strategies and grow their businesses without unnecessary complication. The hosts frequently engage with advisors, troubleshooting their unique marketing challenges and providing tailored solutions during live discussions, which enriches the overall learning experience. This dynamic interaction not only highlights diverse perspectives but also enhances the relatability of the content, making it accessible to both newcomers and seasoned professionals in the ... more

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How many listeners does Advisor Marketing Made Simple get?

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What are the audience demographics for Advisor Marketing Made Simple?

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How many subscribers and views does Advisor Marketing Made Simple have?

To see how many followers or subscribers Advisor Marketing Made Simple has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Advisor Marketing Made Simple?

These podcasts share a similar audience with Advisor Marketing Made Simple:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. The Advisor Journey

How many episodes of Advisor Marketing Made Simple are there?

Advisor Marketing Made Simple launched a year ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Advisor Marketing Made Simple?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Advisor Marketing Made Simple?

Rephonic pulls ratings and reviews for Advisor Marketing Made Simple from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Advisor Marketing Made Simple?

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What guests have appeared on Advisor Marketing Made Simple?

Recent guests on Advisor Marketing Made Simple include:

1. Jack Hudson
2. Jesse Cramer
3. Scott Campbell
4. Frank Rekas
5. Mohammad Uz-Zaman
6. Ryan Kittredge
7. Devin Watts
8. Ross Blount

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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