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 grow your financial advisory firm but unsure where to focus your marketing efforts?

In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of building the ClearWealth brand across Eastern Iowa. Despite having a solid client base, Ryan finds himself caught between serving clients (which he loves) and marketing his practice (which he doesn't enjoy). We help him navigate this common dilemma that many advisors face.

Key questions we answer include:

► How do you build a recognizable brand when marketing isn't your passion?

► Should you market to multiple client types or focus on one ideal client profile?

► What community-based marketing strategies work best for advisors who prefer relationships over content creation?

Even if you're not looking to build a regional brand, this episode illuminates the critical balance between systematizing your client service model and implementing strategic marketing that feels authentic to you.

Tune in as we provide actionable advice on how to grow your practice while staying true to what you enjoy most about being a financial advisor.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ClearWealth (Ryan’s firm)
• SmartAsset
• Zoe Wealth Platform
• CFP.net
• XY Planning Network
• EP 44: Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)
• EP 33: Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
• EP 31: Building a Structured COI Referral System That Actually Works (Tiffany Charles)

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 clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals?

In this LIVE "Advice Line" episode, financial advisor Aditi Kapadia joins us to troubleshoot how she can better communicate her value proposition. As a new advisor targeting globally-minded professionals earning $1M+ annually, Aditi needs help defining her niche and structuring her service model to reach her revenue goals.

Key questions we answer include:

► How can I better articulate my value to prospects and clients?

► Should I structure my fees as a one-time assessment or ongoing service?

► What's the most effective way to experiment with marketing messaging?

Whether you're a new advisor or an established one refining your approach, this episode provides valuable insights on clarifying your ideal client profile, positioning your services, and selecting marketing channels that align with your natural strengths.

Listen in as we help Aditi create a framework for experimentation that will allow her to build a profitable practice serving clients she truly enjoys.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Wealth IQ (Aditi’s firm)
• Conscious Prosperity (Aditi’s newsletter)
• Wealth IQ Blog (Financial insights from Aditi’s firm)
• Aditi’s LinkedIn
• Jump AI
• Fathom AI Notetaker

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 grow your podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility?

In this LIVE "Advice Line" episode, financial advisor Jesse Cramer joins us to troubleshoot his podcast marketing strategy. With 12,000 monthly downloads and a thriving email list of 4,000 subscribers, Jesse's middle-of-funnel is working well—but he needs help attracting more listeners to feed his client pipeline.

Key questions we answer include:

► How can I systematically increase podcast guesting opportunities?

► Should I narrow my target audience for better marketing focus?

► What's the most effective way to convert DIY listeners into clients?

Whether you're a podcaster looking to grow your audience or an advisor seeking to leverage content marketing, this episode provides actionable strategies for building authentic relationships with other content creators and crafting more intentional calls to action.

Tune in as we help Jesse transform his "raw talent" podcast into a refined client acquisition machine.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Best Interest (Jesse’s blog and podcast)
• Cobblestone Capital Advisors (Jesse’s firm)
• Stay Wealthy Retirement Podcast (Taylor’s podcast)
• Building a Structured COI Referral System That Actually Works (Tiffany Charles) (previous Advisor Marketing Made Simple episode)
• The Advisor Journey (Altruist’s podcast)
• The Go-Giver by Bob Burg and John David Mann
• Kit (formerly ConvertKit)
• WordPress
• Fusebox
• Linktree