Advisor Marketing Made Simple

Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright

Episodes 60
Avg. Duration 41m
Activity Dormant
Apple Rating 5.0 (25)
Since Aug 2024
Latest Episode Oct 2025

Publishing Details

Schedule
Weekly
Format
Episodic
Hosting
feeds.captivate.fm

About This Podcast

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 owner implementing successful marketing plans for growth-focused advisory firms. Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples. Whether you’re new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business – without the guesswork or frustration.

Podcasting 2.0 Features

episode medium season

Explore Statistics

Recent Episodes

S1E59 Saying Goodbye: What 60 Episodes Taught Us About Marketing

Oct 22, 2025 1h 1m

Is it time to say goodbye to your marketing efforts that aren't delivering results?In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey…

S1E58 Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)

Oct 15, 2025 1h 2m

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 manage multiple marketing funnels for…

S1E57 Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)

Oct 08, 2025 36m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts scattered across multiple…

S1E56 Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

Oct 01, 2025 45m

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 build an effective marketing funnel…

S1E55 Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)

Sep 24, 2025 29m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your YouTube channel getting views but not converting…

S1E54 Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)

Sep 17, 2025 39m

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 firm but…

S1E53 Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)

Sep 10, 2025 40m

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 clearly articulate your value to…

S1E52 Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)

Sep 03, 2025 42m

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 podcast audience despite…

S1E51 Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)

Aug 27, 2025 33m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your podcast failing to convert listeners into clients?…

S1E50 Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)

Aug 20, 2025 44m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a financial advisor specializing in a niche practice…

S1E49 Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)

Aug 13, 2025 44m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a new financial advisor feeling overwhelmed by all…

S1E48 Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)

Aug 06, 2025 38m

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…

S1E47 Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)

Jul 30, 2025 39m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts scattered across too many…

S1E46 Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)

Jul 23, 2025 51m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts bringing in leads but not…

S1E45 Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)

Jul 16, 2025 38m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply----Where should you focus your marketing efforts when you have…

S1E44 Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)

Jul 09, 2025 36m

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 convert online views into actual…

S1E43 Advice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)

Jul 02, 2025 33m

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 focus your marketing efforts while…

S1E42 Advice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)

Jun 25, 2025 38m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your webinars attracting zero attendees despite your…

S1E41 Advice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)

Jun 18, 2025 42m

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spreading your marketing efforts too thin and…

S1E40 Advice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)

Jun 11, 2025 45m

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 with whether to build a personal brand or…

Frequently Asked Questions

How many episodes does Advisor Marketing Made Simple have?

Advisor Marketing Made Simple has published 60 episodes since August 2024, covering topics in Business, Marketing.

Is Advisor Marketing Made Simple still active?

Advisor Marketing Made Simple is currently dormant with new episodes weekly. Average episode length is 41m.

Similar Podcasts