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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 podcast is dedicated to giving entrepreneurs, business coachesu, those with high-ticket offerings, and online business owners, quick, easy, and effective tips on how to grow your business, brand, and bank account using LinkedIn. If Facebook, Instagram, and TikTok are getting you engagement, but not sales into your business, it's time to start looking at 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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About Dan and his company Talently: 🇿🇦 Unlock World-class Talent from South Africa 🇿🇦Finding top-tier talent for your sales, marketing, support, or finance departments is a huge time suck and challenge.At Talently, we've redefined talent acquisition with our meticulous 5-step interview process, ensuring we unearth the cream of the crop, the top 2% …
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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…
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Money stresses us out. Whether you're a small business owner or just trying to manage personal finances, it can feel like you’re always juggling competing priorities. Should you be saving more? Investing in your business? Can you even afford to? Add in the weight of societal pressures, and it’s easy to see why 73% of Americans rank finances as thei…
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In today's episode, we’ll be breaking down the essential steps to position yourself as a leader, build trust, and ultimately unlock your business’s full potential. First, let’s talk about what business authority means. It’s more than just being recognized, it's about being trusted as a go-to resource in your field. This trust is what sets you apart…
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Meet Sarah Noel Block, your Marketing Strategist friend. Sarah has rocked the content world for 16 years. She's supported big shots like apartments.com and Prudential, but her heart lies with small teams. As the creator of the StrategicSpark Workshop, the StrategicStory, and Tiny Marketing Framework, she's a master at helping tiny teams achieve big…
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Stephen Blackburn & Stephen Johnson started their journey into online business as a way to fund their music career but as fate would have it, they ended up discovering a new talent they possessed…MARKETING. They went on to scale their first E-commerce business from 0 to $209k in just 7 months, which was followed by a list of other successful online…
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LinkedIn's Best Kept Secret? LinkedIn Newsletters! Unlock the power of LinkedIn Newsletters and discover how this hidden gem can elevate your professional presence! In this episode, we’ll explore the ins and outs of LinkedIn Newsletters, including: 🔍 What Are LinkedIn Newsletters? Learn about this unique feature that allows you to share valuable co…
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About Logan Weaver: I aspire to be the most consistent person in the room. Highly motivated first-time founder with a deep interest in learning how technologies work and finding ways to improve them. I am a strong believer that nothing great is ever built alone, and am passionate about consistently evolving as a leader and team member in order to f…
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In this episode, Nancy and I break down some of the biggest myths surrounding sales funnels and reveal what really works in today’s digital marketing landscape. From misconceptions about driving traffic to the truth about automation and customization, we’ll give you actionable strategies to optimize your funnel for better conversions. Learn why mor…
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How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing? In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-…
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We all strive for success, but at what cost? Climbing the ladder often comes with unexpected challenges. As you work toward your goals, it’s easy to focus on the next milestone, only to realize that collecting more accolades leaves you feeling empty instead of fulfilled. Many high achievers find themselves grappling with stress, isolation, and a lo…
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About Tom Paladino: The Scalar Light instruments have been perfected and can identify and negate the molecular intelligence of pathogens embedded in a photograph. Currently, over 400,000 species of viruses, bacteria, fungi, and protozoan can be identified and negated by way of these custom-built Scalar Light instruments. Thus, my Scalar Light resea…
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Michael Forman is renowned for his exceptional communication skills and distinguished expertise in the realm of networking, and he is the author of the book “Networking Unleashed”, which he adeptly transforms into an engaging and financially rewarding experience. He is a leading authority in the field and is highly sought after for his captivating …
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Are you using your LinkedIn profile to its full potential? In this episode, I explain how you can transform your profile into a powerful lead magnet that generates consistent opportunities for your business. 💼💡 Here’s what you’ll learn: Clickable Link in Your Profile Heading: Make it easy for visitors to act by adding a clickable link in your profi…
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About Noah: I buy and sell used machine tools around the world specifically for the precision machining Industry. I also consult with machining companies looking to buy or sell their businesses as ongoing operations. I run a Website/Podcast dedicated to the Precision Machining Industry called Today's Machining World. Specialties: Knowledge of the w…
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Brian Livingston is a former police officer and the Founder of MyGuru Mentoring. Over the last 20 years, he has helped hundreds of people create and grow their businesses, with a combined net worth well over $100 million (and growing!). Today, his focus and passion are with first responders who need a career change but are still looking for a way o…
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You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing? In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing f…
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Daniel Hauge is a #1 international bestselling author, serial entrepreneur, and performance coach from Denmark. He helps online business owners and freelancers maximize their personal performance by optimizing their energy levels, mastering their productivity, and reducing burnout/overwhelm, so they can scale their revenues rapidly. Connect with Da…
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Marketing for nonprofits can feel like a balancing act. You're juggling two distinct audiences—the people you serve and the donors who make it all possible. The challenge lies in crafting a message that speaks to both audiences without diluting your core mission. But when your messaging feels off, it’s easy to get stuck, unsure about what will make…
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Heather Holmes - the founder and CEO of Publicity For Good - a purpose-driven communications firm. Heather is also a former Miss Ohio International and has been featured in FOX, Business Insider, Create & Cultivate, and USA Today for her story of living full-time in an Airstream for 3 1/2 years while running the agency and building a 7 figure compa…
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LinkedIn has rolled out another new feature to make the platform more engaging, more interactive, and highlight those who are creating amazing content. It is slowly being rolled out so if you don't have it yet, don't fret...you will in time. To check and see if you do have it, do these three things: 1. Open the LinkedIn app on your phone 2. Scroll …
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With over 25 years of business experience, Casey's leadership helps companies emphasize building relationships, not just transactional business deals. He's a father, a husband, a coach, a podcaster, a speaker, and a business leader who is the same person in and out of work. Over his entire career, adversity has always made him stronger. Casey alway…
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Charlie Dice is a dog mom, podcaster and YouTuber. She’s also childless, and works to normalize the narrative that not every woman ends up a mom. Her lack of kids and love of dogs led to her business helping people provide the best care and nutrition for their dog as possible through free videos, 1:1 consults and personalized nutrition plans. When …
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Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you. In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning…
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Is your brand’s message failing to pack the punch you know it should? It’s easy to get stuck when you want to make a bold statement in your marketing but fear the potential backlash. Many business owners feel like they're holding back, worried that being too outspoken might turn people off. But this can water down your messaging, leaving you with a…
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Benjamin Moróne is an American entrepreneur and innovator based in Warsaw, Poland. He is the founder of Zabota, a company focused on recruiting top talent in Eastern Europe and Latin America. Previously, Benjamin was one of the first employees at a rapidly growing tech startup in the United States, where he quickly moved up the ranks. When he's not…
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Nancy Erickson provides elite, white-glove consultancy and publishing services to visionary executives eager to share their insights, elevate their prestige, and leave a lasting legacy. With an award-winning background as an author and the founder of Stonebrook Publishing, she stands at the forefront of the publishing industry, dedicated to elevati…
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Are you pouring your heart and soul into creating content on LinkedIn, only to feel like it's not getting the attention it deserves? 😩 If so, it might be time to shift your focus to a crucial, yet often overlooked, metric: Impressions.But why do LinkedIn impressions matter more than likes, comments, or shares? 🤔In our latest podcast episode, we pul…
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Rachel B. Lee is a Branding Ladyboss and LinkedIn Top Voice. She started her career at the marketing agency, Walton Isaacson, and managed some of Unilever’s first social media-driven consumer activations including AXE One Night Only. After landing a summer internship with Microsoft and graduating with an MBA from the University of Texas, Austin, Mc…
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Sheley Brien is a dynamic force in the world of entrepreneurship, mindset, and business ownership. With over 18 years of diverse experience in the financial and medical industries with a remarkable journey up the corporate ladder, Sheley now stands as a leading figure in the commercial construction business landscape. As a devoted wife and mother o…
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Bernadette Boas is a renowned ball of fire in everything she does, from her corporate executive coaching, training, and speaking, to playing pickleball and loving on tons of dogs she cares for in her free time.Within Ball of Fire Coaching, Bernadette brings her twenty-five-year corporate executive savviness with her entrepreneurial spirit to transf…
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You're sitting on a goldmine of knowledge—and you know you could package it up into an online course and help people. But every time you think about actually doing it, you hit a wall. You don't have an audience. You have no idea how to find people who'd actually pay for your course. It all feels too overwhelming, and you're starting to think it's j…
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About Martin: "I am Martin Ebongué & I believe in freedom. - The freedom to live where I want at any time - The freedom to travel to the most beautiful places on the planet - The freedom to decide what I want to do when I wake up in the morning. The freedom to get anything I need without worrying about money believe that the core component of freed…
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About Tudor Dumitrescu and his company Tanda Digital: "I started TANDA Digital to bring my 12+ years of experience building business development systems for myself and clients to the wider market.I initially started my career as a direct response copywriter, helping businesses run promotions to drive revenue. From there I expanded into sales, marke…
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Now more than ever you see people getting more and more engagement, views, likes, shares, and increased "influence" on LinkedIn. Is it me, or is LinkedIn churning out "influencers" faster than cooking a meal in a microwave? Don't get me wrong, they aren't illegal per se, but LinkedIn does frown upon them, as it is considered forced/fake engagement …
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Callum Armstrong is a marketing coach and social entrepreneur with a track record for innovative thinking, turning ideas into reality, and generating results. In his core business, Paste & Publish, he helps B2B service providers turn their websites into 24/7 customer-getting machines by providing marketing training and consulting. He loves to spend…
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Nikki Green is a Life & Business Resiliency Expert who has been in the international business industry for over 20 years and is a 5x published author. Nikki is an avid traveler, visiting 15+ countries and completing 7 marathons and dozens of triathlons across 3 continents. Nikki has dedicated her life to helping others reduce their fear and pursue …
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Welcome to the first episode of Advisor Marketing Made Simple! We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as…
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Is your business feast or famine? Are you struggling to maintain consistent sales, even when you know there's demand? This is a common small business challenge—going from "everyone wants it" to crickets. So how do you keep the momentum going and turn those crickets into a steady hum of excited buyers? As part of our Getting Unstuck series, today’s …
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Joseph Alcantara is a seasoned global leader, brand builder, strategist, storyteller, and mentor with integrated B2B and B2C marketing experience from 40+ brands, 10+ industries, and 5 countries. A diversity, equity & inclusion advocate, he is a passionate speaker, writer, podcaster, and volunteer for LGBTQ+ and BIPOC causes. Beyond the fancy profe…
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Greg Mohr is the Wall Street Journal Best Selling author of “Real Freedom, Why Franchises Are Worth Considering and How They Can Be Used For Building Wealth”, and has managed restaurants, been a micro-electric circuit engineer, owned and operated dry cleaners, storage units, rental properties, and franchises. Greg has helped hundreds of people and …
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LinkedIn Feature Update.... The LinkedIn Notification Bell: As LinkedIn continues to do, they are always looking to update, upgrade, and make the most out of the features they give us access to. This includes the "LinkedIn Notification Bell". This feature was introduced about 2 years ago and this is the first update to it since. Here is what you ne…
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Roberto Capodieci, an Italian-born technology innovator, has profoundly impacted the world of emerging technologies, particularly decentralized systems and blockchain technology. His journey in the IT sector began at a remarkably young age, setting the stage for a career filled with significant achievements and contributions. Currently residing in …
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Jonathan's journey took a dramatic turn after the sudden passing of his mother just before his 21st birthday, followed by the heartbreaking loss of three close friends and a traumatic experience of sexual assault during a casting as an adult. These events triggered a downward spiral spanning over a decade, marked by battles with alcohol and drug ad…
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Eugina Jordan is an award-winning CMO in telecom, a creator of a new market category in telecom, an inventor with 12 patents, a frequent article contributor, a keynote speaker, and an author of a best-selling leadership book, UNLIMITED. She is a mom to a human, 3 dogs, and a wife. Connect with Eugina here: https://www.linkedin.com/in/euginajordan/ …
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Your reputation is everything. It's the lifeblood of your business. But what happens when nasty rumors start to circulate? It can feel like an unfair fight. The fear, the uncertainty, the damage to your brand... it's a nightmare! And when your integrity gets called into question, it’s a gut punch and you may not be sure how to fight back. So what s…
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Wayne is a husband, father of 4, entrepreneur, and the Founder of Ugly Mug Marketing, creator of the Freelance Accelerator, and author of Full Circle Marketing. He's an out-of-the-box, against-the grain, thinker and it has more than paid off for his company and clients. He leads from the heart and is passionate and unapologetic about doing so. As F…
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As much as some people resist it, AI is here and won't go anywhere anytime soon. AI is getting better, smarter, and more efficient by the day. But is there a place for it on LinkedIn? Well, that answer can quickly be answered with a resounding yes as LinkedIn even has its own AI assist integration for those who use a LinkedIn Premium account. But a…
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Clearly, the world of Network Marketing, MLM, coaching, and consulting has seen drastic changes. It is beyond important to stay ahead of the curve and read the writing on the wall. What lies ahead for Network Marketing? What lies ahead for the coaching and consulting industries? Well, let's dive into the problems we see and what we can do to mitiga…
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Being a scrappy entrepreneur is all about making the most of what you have. But when it comes to funding your business, it's easy to feel like you've hitting a brick wall. Financial realities can make your dream of starting a business seem unlikely, or worse: completely impossible. Have hope, heromaker! If you're bootstrapping your startup, you jus…
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