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:

• Sign up to be an advisor guest on the show
• LinkedIn Operating System by Justin Welsh

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 firm's website.

Key questions we answer include:

► How can I uncover my ideal clients' true pain points?

► Should I focus on Twitter, LinkedIn, or both for marketing?

► What's the best way to create a personal brand while working for another firm?

Whether you're a new advisor or looking to take your firm to the next level, this episode provides actionable advice on honing your marketing message and attracting your ideal clients.

Tune in to learn how to cut through the noise and build a thriving advisory business.

Resources:

• Sign up to be an advisor guest on the show
• Purpose Path Capital (Ryan’s Firm)
• How Growth Focused Firms Write Killer Copy (Slides)
• Nate Hoskin's landing page
• Leadpages
• Pocket
• Notion

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. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level.

Key questions we answer include:

► How can I improve my LinkedIn strategy to attract more qualified prospects?

► What's the best way to convert LinkedIn followers into email subscribers?

► Should I focus on SEO or other marketing channels right now?

Whether you're looking to refine your social media approach or build a more comprehensive marketing funnel, this episode offers valuable insights for advisors seeking to grow their firm through digital marketing.

Resources:

• Sign up to be an advisor guest on the show
• Coastal Capital Advisors (Joe’s Firm)
• Justin Welsh's LinkedIn Course
• Justin’s Interview on Jay Clouse’s Podcast (Creator Science)
• Jotform
• Leadpages
• ConvertKit (now known as “Kit”)
• Taylor's free retirement assessment page

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 fixing and optimizing your funnel.

We cover:

► The key differences between a marketing funnel and a full marketing plan

► How to design a streamlined funnel that moves leads smoothly through each stage

► Common mistakes advisors make with their funnels and how to avoid them

► Actionable tips to set realistic goals, measure success, and start converting more clients

Tune in to learn how to transform your funnel from frustrating to client-generating with straightforward, effective steps tailored to advisors.

Whether you’re new to funnels or ready to make yours work even better, this episode will help you gain clarity and take action.

Resources:

• FREE Marketing Funnel Template (+Walkthrough Video)
• Learn How to Join Us on a Future ‘Advice Line’ Episode

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 effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conversion rates.

Key questions we answer include:

► How can I encourage prospects to take action without being pushy?

► Should I niche down to LGBTQ creative entrepreneurs?

► How can I create more authentic and engaging content?

Even if you're not struggling to close qualified leads, this episode illuminates how to refine your marketing message, stand out online, and convert more of your ideal prospects into long-term clients. Tune in to learn how to authentically grow your practice while staying true to who you are.

Resources:

• Sign up to be an advisor guest on the show
• Greenspring Advisors (Ben’s Firm)
• 10 Things I'd Do with the $200,000 Prize Money from "RuPaul's Drag Race"
• Who Not How by Dan Sullivan

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 into his current strategies and provide actionable advice to help him reach his ambitious goals.

Key questions we answer include:

► Should I focus on digital marketing or client referrals?

► How can I improve my referral process?

► What metrics should I track to measure marketing success?

Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Lake Road Advisors (Paul’s Firm)
• Marketing Metrics Tracking Template (From Rebel Media)
• Book: Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention
• Kitces Summit (April 2024) for referral marketing

Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?

In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses.

Key questions we explore include:

► How can advisors push through marketing failures and setbacks?

► What's the right balance between experimentation and focused effort?

► How do you market ethically while still driving business growth?

► Should advisors focus on "enough" in their marketing, or always push for more?

Whether you're just starting out or looking to take your marketing to the next level, this episode offers practical wisdom to help you connect with ideal clients in an authentic way. Tune in as we discuss overcoming impostor syndrome, designing effective experiments, and consistently delivering value to your audience.

Resources:

• Sign up to be an advisor guest on the show
• The Society of Advice: Marketing Workshop (10/17/24)
• Behaviorgap.com
• Book: Simple Marketing For Smart People (Billy Broas)
• Book: On B*llshit ( Harry G. Frankfurt)

In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.

We dive deep into Taylor's current marketing funnel and discuss:

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources:

• Sign up to be an advisor guest on the show
• Define Financial (Taylor’s Firm)
• The Stay Wealthy Retirement Show (Taylor’s Podcast)
• Money Visuals