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Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright

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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 ow ...
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This LinkedIn-focused podcast is dedicated to giving entrepreneurs, business coaches, those with high-ticket offerings, and online business owners quick, easy, and effective tips on how to grow their business, brand, and bank accounts using LinkedIn. If Facebook, Instagram, and TikTok are getting you engagement but not sales for your business, it's time to consider leveraging the top social media platform for converted sales and organic engagement: LinkedIn!
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Small business growth expert Shanna Goodman presents the Home Pros Marketing Made Simple podcast to help you attract clients to your pro organizing or residential cleaning service as simply and effectively as possible. After more than 16 years helping service-based small business owners strategically grow, Shanna knows how to guide you into developing a sustainable business model AND help you put the most effective strategies into place. Raised by entrepreneurs, Shanna is a voracious reader ...
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Ryan Christensen is a professional hypnotist specializing in peak mental focus and performance. He’s worked with hundreds of high-achievers and neurodivergent professionals to radically transform their mindset, and shift their subconscious beliefs towards inevitable success. Ryan’s analytical skills and deep insights into the human mind helped him …
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All good stories must come to an end. After 3 incredible years of helping you create clear marketing that works, this is the final episode of the Marketing Made Simple Podcast. But instead of a somber goodbye, we’re closing this chapter with full hearts and deep gratitude — for you, our Hero Makers. To help us close this last episode with wisdom an…
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Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients? In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back o…
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LinkedIn is a powerful platform, but hiring the right coach or consultant to help you maximize its potential can make all the difference. Before you invest your time and money, make sure you’re evaluating them based on these TWO key factors: 1️⃣ Personal Recommendations: 🔍 How many recommendations do they have on their profile? 🔍 How recent are tho…
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Christopher Larsen, author, coach, mentor, and public speaker, combines extensive executive expertise with a Ph.D. in Holistic Life Coaching to guide high-level professionals, including directors, VPs, and C-suite executives. Specializing in transformative growth and leadership development, he designs his programs to meet each leader's unique chall…
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Marketing that truly connects starts with understanding your customer’s journey—and knowing how to show up as their guide. As part of our replay of last year’s 5 Minute Marketing Challenge, we’re revisiting one of the most powerful concepts in the StoryBrand framework to help you bring clarity and confidence to your messaging. In this replay of epi…
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LinkedIn is a platform for building real, authentic relationships. While automation can save time, there are two things you should never automate if you want to stand out and make genuine connections. Here’s the truth: If you don’t know the person, skip the note and just hit “Send.” A blank request often feels more natural than a generic or overly …
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With over 12 years of experience in Brazil's marketing and advertising agencies, Pedro combines his winning mentality from his days as a professional soccer player with a robust entrepreneurial spirit. Known for his dedication, commitment, and ability to foster teamwork, Pedro excels in creating collaborative environments that drive success. His hi…
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Are you struggling to generate consistent leads for your new financial advisory firm? You're not alone. In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his st…
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As the holidays bring a whirlwind of demands, it’s easy to lose sight of what your customers really need. That’s why we’re replaying one of our most popular episodes from last year’s 5 Minute Marketing Challenge! This series is all about quick, actionable strategies to simplify your marketing and stay impactful—even when life feels chaotic. In toda…
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LinkedIn continues to evolve, shaping how professionals connect, engage, and grow their networks. As we close the year, three major updates are changing the platform dynamics. If you want to stay ahead of the curve and make the most of your LinkedIn strategy, here’s what you need to know:1. LinkedIn Audio Rooms Are Going Away2. Posts With Selling, …
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Since 2008 (16+ years) Ralph Velasco has been a full-time travel photographer and international tour organizer, having created and led over 120 highly-rated international tours in well over 30 countries on 7 continents (plus over 100 domestic tours in the U.S.)When not traveling, Ralph is based in Chicago. However, he's been location-independent fo…
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Is relying solely on referrals putting your advisory firm at risk? In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts. Key points covered: ► The changing landscape o…
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As the holiday season ramps up, maintaining clear and impactful marketing becomes more important than ever. That’s why we’re bringing back one of our most powerful series: the 5 Minute Marketing Challenge! Originally released last year, this series is designed to help you cut through the noise with simple, actionable tips you can implement in just …
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You’re posting consistently, sharing insights, and building your profile—but are you truly connecting? LinkedIn's biggest key to success isn’t just about what you post but how you engage with your network. Here’s what many people miss: LinkedIn is a two-way street. If you’re not actively building relationships, you leave opportunities on the table.…
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Austin-born-and-bred, Shelby Ring traded landlocked life for boat life as a yacht chef in the BVIs. It turns out she was more into filming fish than cooking them. She swapped a chef knife for a camera and started raking in cash for those "highlight videos" the fancy yachts couldn't get enough of. Fast forward to 2013, she swapped sailboat life for …
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Are you struggling to build an effective marketing funnel for your virtual financial planning practice? In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide act…
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Tech companies often struggle with the same challenge—making their complex solutions simple to understand. When customers can’t grasp how a product solves their problem, even the most innovative ideas can fall flat. How do you balance clarity and sophistication to attract buyers without sacrificing the technical depth that sets you apart? In this e…
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Have you been thinking about going live on LinkedIn but need a little push? Here’s why a monthly LinkedIn Live event could be the game-changer your business needs! 🏆 🌟 1. Gather Your Target Audience in One Place: Imagine bringing your ideal clients, industry peers, and potential collaborators into one virtual room! A monthly LinkedIn Live event is …
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Feeling overwhelmed by AI? You're not alone. In this episode, we tackle the biggest myth in AI adoption and reveal why your measured approach might be your greatest advantage. KEY POINTS: Why the "AI panic" isn't helping anyone Real talk about where most businesses ACTUALLY are in their AI journey Practical steps to start implementing AI (without t…
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How do you grow an email list for your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his pract…
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In competitive industries, it’s all too easy for great businesses to fade into the background. When everyone is saying the same thing, customers have a hard time sussing out who can actually help them. That's why the real challenge isn’t just being good at what you do—it’s making sure people know you’re the best choice for solving their specific pr…
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Are you looking to enhance your LinkedIn engagement and connect with industry peers? Let me share my effective 3-1-1 strategy: 1️⃣ Join 3 Industry-Specific Groups: Dive into communities that align with your professional interests. Engaging with the right groups can open doors to valuable discussions and networking opportunities. 2️⃣ Conduct 1 Marke…
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Chris Abdey is a Procrastination Coach with over 20 years of experience, specializing in helping individuals conquer procrastination and boost productivity. As the creator of the Balance Blueprint program and host of the Procrastinator’s Pitstop podcast, Chris empowers clients to master time management, focus, and personal growth. Connect with Chri…
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Are you considering hiring marketing help for your financial advisory firm but unsure where to start? In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence. Key questions we answer include: ► Signs it's time to hire marketing help (and when to hold off) ► …
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Nonprofit leaders work hard and care deeply, but sometimes their message isn’t clear enough to get people excited and involved. The stories are powerful, and the mission is strong, but the message can get lost. It’s a frustrating reality for nearly every marketer involved in the nonprofit sector. So how do you communicate your vision in a way that …
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Are you ready to attract and convert more clients across LinkedIn? My latest episode dives into the powerful features of LinkedIn Company Page premium subscriptions and whether they’re worth the investment for your business presence on the platform.🔑 Key Benefits of LinkedIn Company Page Premium:Custom Call to Action: Display a tailored call to act…
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Marnie Stockman and Nick Coniglio are the co-authors of Lead It Like Lasso. From colleagues to co-founders, Nick and Marnie built a leadership framework that helped them start, scale, and sell their software company in three years (all with the spirit of Ted Lasso). And then they wrote the book on it ;) Connect with Marnie and Nick here: https://ww…
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Are you struggling to find your niche and grow your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his …
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The coaching world is booming, but with thousands of new coaches and consultants entering the industry, it’s becoming a more crowded space. If you're looking to make an impact, the question quickly becomes: How do I get noticed? Many coaches get caught in a cycle of trying to copy what others are doing, hoping it will work for them, but it usually …
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Are you tapping into all the hidden opportunities LinkedIn offers to generate leads and sales? In this episode, we’ll explore three powerful yet underutilized strategies to grow your business on LinkedIn. Discover how to..... Leverage Push Notifications: These can be a game-changer when used strategically. Learn how to craft compelling messages tha…
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Jim Fortin is the host of top top-ranked Transform Your Life From The Inside Out Podcast, which is in the iTunes Top 100 in both the educational and personal development categories. He’s an international leading expert in subconscious personal transformation and has been featured as a speaker alongside 100s of fellow industry leaders as well as bei…
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Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success? In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. …
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If customers in your town are searching online for what you offer but can’t find you, you’re missing a huge opportunity. It’s like having a storefront without a sign. Local business owners know they need to show up in search results, but SEO can sound like rocket science—complex, overwhelming, and honestly, not what you signed up for. But what if t…
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In today’s digital landscape, establishing a strong online presence is essential for business success. Here are three compelling benefits of having a LinkedIn Company Page: 1️⃣ Brand Visibility with Your Logo: A LinkedIn Company Page lets you showcase your logo on your LinkedIn profile. This connection enhances your brand recognition and creates a …
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Maxwell Nee is the Chief Revenue Officer of Scoreapp, a Quiz Marketing Platform with 6,000 paying clients. He's also a multi-award-winning entrepreneur, bodybuilder & dancer. He’s been featured in TV, Radio, Forbes, Singapore’s The Business Times & The Australian Business Review. Find out more about Max and Scoreapp here: https://www.facebook.com/g…
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Are your marketing funnels failing to turn leads into clients? In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm. From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fi…
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Marketing doesn’t have to be complicated, but let’s be real—it’s easy to screw it up. You know your product or service is great, but your customers aren’t noticing. Why? Because you’re either blending in with everyone else or confusing your audience with messaging that’s unclear. It’s a tough balance: if you’re too creative, people don’t get it. If…
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Are you ready to take your LinkedIn game to the next level? Listen in on my newest episode entitled, "The Easiest Way To Skyrocket Your Engagement on LinkedIn." In this episode, I'll reveal a simple yet powerful strategy that can transform how you connect with your audience. The easiest way to boost your engagement is to engage back with those who …
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About Luke Peters: Luke Peters is an accomplished entrepreneur and the former CEO of NewAir, a company he founded in 2001 and grew from a garage startup to a thriving business with over $600 million in cumulative sales. His journey began in Fountain Valley, California, where he learned the value of hard work while working in his family’s donut shop…
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Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy? In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectiv…
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Traditional productivity advice often assumes a “one-size-fits-all” solution, but for many people —especially those of us with ADHD or other neurodivergent traits—that approach can actually slow you down. You may even feel ashamed of your inability to focus or stay organized, but the real problem might be that the traditional methods weren’t design…
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🚫 Navigating Connections on LinkedIn: When to Block and Delete 🚫 LinkedIn is a powerful platform for building professional relationships, but not every connection is positive. In this episode, I discuss key situations when it’s time to block and delete a connection to protect your professional space and mental well-being. 🔍 Here are three red flags…
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About Mark: Mark is a software engineer turned entrepreneur, teacher, speaker, podcaster, and amateur bodybuilder. He's obsessed with understanding the habits of successful people. "I'm Mark, a former software engineer turned successful business and mindset coach based in Austin, Texas. With a passion for helping others achieve their goals, I've gu…
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Nathan Turner is known across the US as the “Canadian Note Guy”. Having run several businesses, including fix and flip real estate, he discovered mortgage notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc. and manager of th…
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How do you double your firm's size in five years? Is it through digital marketing or client referrals? In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep in…
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Aleric is a YouTube Ads Expert & the Founder of AdOutreach. Over the last 8 Years, Aleric has taught thousands of Entrepreneurs & Business Owners how to Grow & Scale their business using laser-targeted YouTube Ads. Collectively, Aleric has helped his clients generate over $300 Million in sales from YouTube Ads & scaled his own business to over 8 Fi…
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Ready to take your marketing career to the next level? Apply now to become a StoryBrand Certified Guide at StoryBrand.com/Guide and get the tools, training, and community to help businesses boost sales—but hurry, the deadline for the December training is approaching fast! -- Leading a business means constantly being pulled between competing demands…
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About Joshua Sanabria and "Engage": I completed my Masters in Architecture from Andrews University in Michigan in 2014. Since then, I’ve worked with corporate architecture, marketing, and even a drone company. In 2018 I branched out to start GoArchitect as an architecture book publishing company. As with many startups, the original plan quickly cha…
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With all the changes to LinkedIn from the "video only feed", to the discontinuing of the "LinkedIn Top Community Voice Program", it has a lot of people asking me, "What is the future of LinkedIn?"It's a great question that has many answers and opinions. For me, I see 3 things unfolding that could be a predictor of what is to come with LinkedIn in 2…
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