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 your marketing efforts scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients?

In this LIVE "Advice Line" episode, financial advisor Mohammad Uz-Zaman asks us to help him streamline his marketing funnel. Despite running PPC ads, creating social media content, and hosting a podcast, he's struggling to convert leads efficiently. We help him narrow his focus from 300,000 potential clients to the most profitable segment that truly needs his unique expertise.

Key questions we answer include:

► How many touchpoints does it take to convert cold leads into qualified clients?

► Should I focus on multiple marketing channels or just one?

► What's the most effective way to grow a podcast audience?

Even if you're not offering combined wealth management and legal services, this episode reveals why narrowing your target audience and focusing your marketing efforts on one channel can dramatically improve your results.

Listen in as we explain why marketing success requires patience, focus, and a three-year commitment before expecting that "hockey stick" growth moment.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ADL Estate Planning (Mohammad’s firm)
• Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)
• Marketing Funnel Basics: What Every Advisor Needs to Know

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 your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel?

In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath Financial Partners joins us to solve his marketing challenges. With 18 years in the industry and $195 million AUM, Ryan wants to grow to $500 million in the next five years—but his current marketing isn't delivering consistent results. We help him identify the critical missing piece in his strategy.

Key questions we answer include:

► What's the most impactful top-of-funnel marketing activity for a local advisor?

► Why aren't my radio show appearances converting to clients?

► How can I build an effective marketing system with limited time?

If you're investing in marketing but not seeing results, this episode reveals why the middle of your funnel might be broken. Learn how to transform awareness into relationships through strategic email nurturing and website optimization.

Whether you're struggling with marketing efficiency or trying to scale your practice, this conversation will help you build a sustainable client acquisition system that works even when you're not actively selling. Especially if your goal is to attract and convert pre-retirees.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Clearpath Financial Partners (Ryan’s firm)
• ClearPath Financial Partners Podcast
• Toastmasters
• Fathom AI Notetaker
• Jump AI Assistant
• Define Financial (Taylor’s website)
• Listen: ​​Building a Structured COI Referral System That Actually Works (Tiffany Charles)
• Listen: How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)

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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Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?

In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine where to invest his limited marketing resources for maximum impact.

Key questions we answer include:

► How can I effectively market two different brands with limited time?

► Should I use my educational platform as a funnel for my advisory firm?

► What's the most efficient way to build an audience when targeting women in transition?

If you're trying to balance multiple target audiences or wondering how to connect your educational content with your service offerings, this episode provides clarity on creating a focused marketing strategy that aligns with your business goals.

Listen in as we help Ed navigate the challenging balance between advocacy and business growth to attract more of his ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Burning River Advisory Group (Ed’s firm)
• enlightenHer (Ed’s sister-firm)
• The Divorce Navigator (enlightenHer program)
• Stay Wealthy (Taylor’s blog and podcast)
• Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
• Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)