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)

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 you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?

In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funnel is broken and provide actionable steps to fix it.

Key questions we answer include:

► How do I turn social media views into actual leads and clients?

► What makes a truly effective marketing funnel for financial advisors?

► How specific should I get with my target audience messaging?

Even if you're an established firm, you'll recognize these common marketing mistakes that prevent growth. We reveal why clarifying your ideal client avatar is the foundation of all effective marketing and how to pull that clarity through every layer of your funnel.

Listen in as we transform Devin's approach from scattered marketing activities to a focused, conversion-driven strategy that can work for advisors at any stage.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Fallbrook FI (Devin’s firm)
• 2025 Jolt! Conference
• Elements Financial Planning Software
• CapCut (video editing tool)
• ManyChat (tool for automating Instagram DMs)
• Sandcastles.ai (AI-powered tool for scripting short-form videos)
• Jab, Jab, Jab, Right Hook by Gary Vee's

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 you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity?

In this LIVE "Advice Line" episode, financial advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him navigate the critical decision between pursuing doctor groups or focusing on individual doctors, and how to leverage his natural speaking abilities to attract ideal clients.

Key questions we answer include:

► Should I focus on marketing to doctor groups or individual doctors?

► How can I leverage my public speaking skills to attract more clients?

► Is it sustainable to market to multiple client demographics simultaneously?

Even if you don't work with doctors, this episode illuminates the foundational marketing decisions that must precede building an effective funnel. Learn why getting crystal clear on your target client is the "tiniest hinge that swings the biggest door" in advisor marketing.

Tune in as we help Stephen build the foundation for a focused marketing strategy that can transform his practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Mulholland & Kuperstock Asset Management (Stephen’s firm)
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
• Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
• The White Coat Investor
• ChatGPT
• Claude