Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright

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About

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 featur...

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Recent episodes

  • Saying Goodbye: What 60 Episodes Taught Us About MarketingOct 22, 2025 · 1 hr 2 min
  • Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)Oct 15, 2025 · 1 hr 3 min
  • Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)Oct 8, 2025 · 37 min
  • Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)Oct 1, 2025 · 45 min
  • Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)Sep 24, 2025 · 30 min
  • Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)Sep 17, 2025 · 39 min
  • Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)Sep 10, 2025 · 41 min
  • Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)Sep 3, 2025 · 42 min
  • Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)Aug 27, 2025 · 33 min
  • Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)Aug 20, 2025 · 45 min

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