Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…
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Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)
Manage episode 462481914 series 3594522
Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply
————
Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?
In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.
Key questions we address include:
► How many clients should I target to reach my revenue goals?
► What's the most effective way to scale beyond my warm market?
► Should I focus on referral marketing or explore other channels?
Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.
Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.
Resources:
- Join Our Newsletter
- Apply Here To Be On The Show: Get Your Marketing Questions Answered
- Higher Impact Financial (Eric’s firm)
- Dex CRM
- The E-Myth Revisited by Michael Gerber
- Dan Sullivan (Author)
- XY Planning Network (XYPN)
- NAPFA
- Kitces Marketing Research on Referral Marketing
- Altruist
26 에피소드
공유Manage episode 462481914 series 3594522
Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply
————
Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?
In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance.
Key questions we address include:
► How many clients should I target to reach my revenue goals?
► What's the most effective way to scale beyond my warm market?
► Should I focus on referral marketing or explore other channels?
Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy.
Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base.
Resources:
- Join Our Newsletter
- Apply Here To Be On The Show: Get Your Marketing Questions Answered
- Higher Impact Financial (Eric’s firm)
- Dex CRM
- The E-Myth Revisited by Michael Gerber
- Dan Sullivan (Author)
- XY Planning Network (XYPN)
- NAPFA
- Kitces Marketing Research on Referral Marketing
- Altruist
26 에피소드
모든 에피소드
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1 Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman) 45:01
45:01 
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나중에 재생 
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좋아요45:01
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects? In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content creation to webinar strategies, we help him develop a more focused and sustainable approach. Key questions we answer include: ► Should I target both corporate and small business owner lobbyists? ► How do I build an effective marketing funnel for busy professionals? ► What's the best way to leverage LinkedIn and webinars together? If you're trying to balance multiple marketing channels or struggling to narrow your niche, this episode provides actionable insights on building a more targeted and efficient marketing strategy. Whether you work with lobbyists or not, you'll learn valuable lessons about focusing your marketing efforts for better results. Tune in to discover how to stop spreading yourself too thin and create a more intentional marketing approach that attracts your ideal clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Advocate Wealth (Eli’s firm) LinkedIn Zoom Vimeo Sales Navigator…
1 How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin) 50:28
50:28 나중에 재생 나중에 재생 리스트 좋아요 좋아요50:28
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective? In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects. Key topics we explore include: ► How to structure welcome sequences that build trust and engagement ► The "Rule of One" principle for writing more effective emails ► Creating pre and post-appointment sequences that boost close rates ► Using client stories to demonstrate value without compliance issues ► The right balance between automated and personalized email content Whether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately. Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Visit Francesca’s Website Connect with Francesca on LinkedIn Francesca’s Free Growth Playbook Hemingway App Loom Fathom AI Jump AI Otter AI Calendly Redtail EP 9: Marketing Funnel Basics EP 6: Why Overthinking Will Ruin Your Marketing…
1 Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!) 6:22
6:22 나중에 재생 나중에 재생 리스트 좋아요 좋아요6:22
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast. In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation! If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice. Visit https://www.taylorschulte.com/apply to submit your application today! Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered…
1 Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook) 48:40
48:40 나중에 재생 나중에 재생 리스트 좋아요 좋아요48:40
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success? In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth. Key questions we answer include: ► Should I run two separate businesses targeting different demographics? ► How can I balance making an impact with growing my practice? ► Where should I focus my marketing efforts for the best results? Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact. Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Retire to Tellico (Thomas’ firm) Refine Your Plan (Thomas’ Youtube channel) Stay Wealthy Retirement Show (Taylor’s podcast) The Society of Advice with Carl Richards…
1 Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) 34:49
34:49 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:49
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients? In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach. Key questions we answer include: ► How specific should my niche be when targeting different demographics? ► What's the best way to leverage podcast guest appearances? ► How can I create marketing materials that truly resonate with my ideal clients? Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels. Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Apprise Wealth Management (Phil’s firm) ChatGPT Google AdWords Navigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)…
1 The Fastest Path to Growth: Leverage Other People’s Audiences 19:53
19:53 나중에 재생 나중에 재생 리스트 좋아요 좋아요19:53
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics? In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leveraging established platforms is more effective than building your own from scratch. Key topics covered include: ► The three layers of an effective marketing funnel and how to use them ► Why guest appearances on established platforms outperform other marketing strategies ► The 5 essential requirements for successful platform leveraging ► A real case study of how one podcast guest appearance led to 4 new clients Taylor also shares practical insights on relationship building, crafting clear calls-to-action, and choosing the right platforms to reach your ideal clients. Whether you're a new advisor or looking to accelerate your firm's growth, this episode provides a proven framework for marketing success. Tune in to learn how to shortcut your path to building a trusted audience and consistently attract qualified prospects to your practice. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Define Financial (Taylor’s Firm) Stay Wealthy Retirement Show (Taylor’s Podcast)…
1 Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier) 41:42
41:42 나중에 재생 나중에 재생 리스트 좋아요 좋아요41:42
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results? In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a systematic marketing approach, we provide actionable guidance. Key questions we address include: ► How many clients should I target to reach my revenue goals? ► What's the most effective way to scale beyond my warm market? ► Should I focus on referral marketing or explore other channels? Even if you're not struggling with scaling challenges, this episode reveals important insights about building an intentional practice that supports sustainable growth. You'll learn why getting clear on your target market and service model is crucial before implementing any marketing strategy. Listen in as we help Eric create a roadmap for building a thriving practice without becoming overwhelmed by scattered marketing efforts or an unmanageable client base. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Higher Impact Financial (Eric’s firm) Dex CRM The E-Myth Revisited by Michael Gerber Dan Sullivan (Author) XY Planning Network (XYPN) NAPFA Kitces Marketing Research on Referral Marketing Altruist…
1 Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland) 48:40
48:40 나중에 재생 나중에 재생 리스트 좋아요 좋아요48:40
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline? In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive deep into his marketing funnel and provide actionable steps to recover lost traffic without burning out. Key questions we answer include: ► How much time should you dedicate to SEO versus other marketing activities? ► When should you update existing content versus creating new posts? ► Should you maintain multiple marketing channels or focus on what works? ► How do you know when to accept defeat on underperforming content? Whether you're all-in on SEO or spreading your marketing efforts across multiple channels, this episode illuminates how to streamline your digital strategy and focus on activities that truly drive results. Learn how to make data-driven decisions about your marketing investments and create a more sustainable approach to growing your practice. Tune in as we help Matt transform his SEO strategy from a time sink into a powerful tool for attracting qualified prospects. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Arnold & Mote Wealth Management (Matt’s Firm) Google Ads Kit (formerly ConvertKit) Convert Player Trello fpPathfinder PageSpeed Insights…
1 How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy 38:59
38:59 나중에 재생 나중에 재생 리스트 좋아요 좋아요38:59
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is marketing overwhelm holding your firm back from real growth? In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth. Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach. We cover: ► Three key sources of marketing overwhelm and how to address each one ► Why doing "half as many things twice as well" leads to better results ► How to identify which marketing activities you're doing just because you "should" ► The simple framework of using one traffic platform and one nurture platform ► When (and how) to strategically add new marketing activities to your plan Tune in to learn how to transform your scattered marketing efforts into a streamlined, results-driven approach that matches your firm's goals and capacity. Whether you're overwhelmed by current marketing activities or looking to build a more focused strategy, this episode will help you gain clarity and take decisive action. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Advice Line: How to Turn Podcast Listeners into Clients (Erik Baskin) Fidelity LinkedIn YouTube…
1 Advice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry) 40:35
40:35 나중에 재생 나중에 재생 리스트 좋아요 좋아요40:35
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 on actionable advice. Key questions we answer include: ► How can I increase my website's conversion rate? ► Should I focus on one marketing channel or try to do it all? ► What's the best way to clarify my niche and target audience? Even if you're not targeting Gen X clients like Preston, this episode illuminates how to refine your digital marketing to attract more of your ideal prospects and turn them into clients. Tune in as we break down Preston's marketing funnel and provide a roadmap for boosting conversions across multiple channels. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Preston’s Firm: Concurrent Financial Planning Preston’s YouTube Channel Preston’s Podcast…
1 Advice Line: How To Generate Consistent Leads As A New Firm (David Edmisten) 34:51
34:51 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:51
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 strategy for better results. Key questions we answer include: ► Should I focus on local or national marketing efforts? ► How can I maximize the impact of my community college presentations? ► What's the best way to convert seminar attendees into prospects? Whether you're a new advisor or looking to refine your marketing strategy, this episode offers valuable insights on how to generate more qualified leads and grow your practice. We discuss the pros and cons of various marketing channels and provide practical tips for improving conversion rates from in-person events. Tune in to learn how to streamline your marketing efforts and attract more of your ideal clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered David’s Firm: Next Phase FP Kitces Summit Presentation: Ryan Morrisey (For in-person classes at the community college)…
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 of how clients find and choose advisors ► Why relying solely on referrals can limit your growth and client quality ► The importance of having a structured, intentional referral process ► How to balance referrals from clients vs. centers of influence (COIs) ► Strategies for creating a more predictable and sustainable marketing funnel Whether you're currently thriving on referrals or struggling to generate them, this episode will help you evaluate your approach and consider new ways to attract ideal clients. Tune in to gain insights on building a more robust marketing strategy that gives you greater control over your firm's growth and allows you to be more selective with your clientele. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered FiComm Study 2024 Kitces Marketing Study 2022 Marketing Funnel Basics For Advisors (AMMS Episode)…
1 Advice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck) 43:42
43:42 나중에 재생 나중에 재생 리스트 좋아요 좋아요43:42
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 actionable advice to boost his online presence and client acquisition efforts. Key questions we answer include: ► How can I build an effective top-of-funnel strategy as a virtual advisor? ► Should I focus on SEO, social media, or other channels to attract clients? ► What's the best way to nurture leads and convert website visitors? Even if you're not targeting pre-retirees, this episode illuminates how to create a focused digital marketing funnel to attract your ideal clients online. Tune in as we guide Joe through refining his niche, improving his content strategy, and developing an email nurture sequence to grow his practice. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Stage Ready FP (Joe’s Firm) Taylor's marketing funnel template and video walkthrough Ben Carlson's blog " A Wealth of Common Sense " Taylor's "Medicare IRMAA" SEO optimized blog post fpPathfinder for downloadable charts (Taylor's email opt-in)…
1 Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden) 35:11
35:11 나중에 재생 나중에 재생 리스트 좋아요 좋아요35:11
나중에 재생 나중에 재생 리스트 좋아요 좋아요Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 practice. Key questions we address include: ► Is email marketing the right focus for growing my practice? ► How can I leverage my speaking engagements to build my list? ► Should I go local or national with my marketing efforts? Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy. Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Chad Chub - an advisor who has a well-niched website for physicians. Tyler Olson - an advisor who focuses on early and mid-career physicians. Brian Hanks - an advisor who specializes in working with dentists. “ The Best Marketing Strategy ” on The Experiments in Advisor Marketing Podcast…
Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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) ► The three main types of marketing assistance: consultants, agencies, and full-time hires ► Key questions to ask potential marketing partners before signing on ► Red flags to watch out for when vetting marketing professionals ► Alternative solutions if you're not ready to hire Plus, we reveal insider tips on setting realistic budgets, avoiding common pitfalls, and ensuring a successful collaboration with your marketing team. Whether you're experiencing a growth plateau or looking to scale rapidly, this episode provides actionable insights to help you make informed decisions about your firm's marketing strategy. Tune in to gain clarity on your marketing needs and learn how to find the right support to take your advisory business to the next level. Resources: Join Our Newsletter Apply Here To Be On The Show: Get Your Marketing Questions Answered Sign up to be an advisor guest on the show LinkedIn Operating System by Justin Welsh…
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