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.
Saying Goodbye: What 60 Episodes Taught Us About Marketing
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 to conclude the show as their priorities have shifted.
From reflecting on their year-long commitment to sharing success stories of past guests who implemented their advice, they deliver powerful insights on what truly works in advisor marketing.
We cover:
► Why focusing on one marketing channel delivers better results than dabbling in many
► How two advisors transformed their practices by doubling down on LinkedIn and YouTube
► The shocking reality of what it takes to produce quality marketing
► Why better words beat better visuals in marketing every time
► The importance of setting concrete, measurable goals instead of open-ended experiments
Tune in for this bittersweet finale that distills a year's worth of marketing wisdom into actionable takeaways that can transform your approach to growing your practice.
Whether you're struggling with marketing overwhelm or looking to refine your strategy, this episode provides clarity on what truly matters—focus, consistency, and solving real problems for your ideal clients.
Stay Connected with Us:
Connect with Taylor on LinkedIn (https://www.linkedin.com/in/taylorschulte/)
Learn more about The Advisor Growth Community (https://advisorgc.com/) (AGC)
Connect with Kendra on LinkedIn (https://www.linkedin.com/in/kendra-wright-41602a64/)
Sign up to get updates on her new book on advisor marketing (https://rebelmediaagency.com/newsletter)
15 Oct 2025TRANSCRIPT
Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply (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 (https://tk-advisor-marketing-podcast.kit.com/launch)
Apply Here To Be On The Show: Get Your Marketing Questions Answered (https://www.taylorschulte.com/apply)
Integrated Planning and Wealth Management (https://integratedpwm.com) (Adam’s firm)
20/20 Money (https://podcasts.apple.com/us/podcast/20-20-money/id1438352481) (Adam’s podcast)
Brian Hanks at Dental Buyer Advocates (https://www.dentalbuyeradvocates.com/resources/)
Good to Great by Jim Collins (https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996)
Review of Optometric Business (https://reviewob.com/)
Acuity Scheduling (https://acuityscheduling.com/)
Carr Healthcare Realty (https://carr.us/)
8 Oct 2025TRANSCRIPT
Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply (https://www.taylorschulte.com/apply)
————
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 (https://tk-advisor-marketing-podcast.kit.com/launch)
Apply Here To Be On The Show: Get Your Marketing Questions Answered (https://www.taylorschulte.com/apply)
QED Wealth Solutions (https://qedwealthsolutions.com/) (Tyler’s firm)
Retire To Abundance (https://retiretoabundance.com/)(Tyler’s blog)
KPERS (https://www.kspers.gov/) (Kansas Public Employees Retirement System)
Retirement Starts Today Podcast (https://podcasts.apple.com/us/podcast/retirement-starts-today/id1052378769) by Benjamin Brandt
Retirement Answer Man Podcast (https://podcasts.apple.com/us/podcast/retirement-answer-man/id834314596) by Roger Whitney
Inside a recent episode
Saying Goodbye: What 60 Episodes Taught Us About Marketing
Published 22 Oct 2025 · Transcript excerpt
[…] Finding your ideal client clarity. Your ICC. Yeah. The opposite of that is a ideal client confusion. We've seen it come up all the time on the show. So I've actually found about four things at break every funnel. And that's the first one. So ideal client clarity has to be in place. Like I think this one matters more than any of them. They're all important. But as you've seen Taylor, everything breaks down. So making sure that you know exactly who you're talking to. Second thing that I've seen as we've talked to, you know, 60 advisors of the last year, advisors often have a lot of marketing activities. […]
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