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 a new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects?

In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner or target employees at specific local companies like BP to build a more sustainable practice.

Key questions we answer include:

► How can I create a better experience for online leads to drive conversion?

► Should I niche down to target specific companies or stay broader?

► What marketing activities should I focus on and which should I cut?

Even if you're not a new advisor, this episode provides valuable insights on building marketing funnels, systematizing client experiences, and making strategic decisions about your target market.

Listen in as we help Mark develop a focused marketing approach that can transform random leads into a predictable client acquisition system.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Dunes Financial (Mark’s firm)
• Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
• FlatFeeAdvisors.org
• NAPFA (National Association of Personal Financial Advisors)
• TidyCal
• Zapier
• Acuity Scheduling
• Webflow
• Brent Carnduff (Advisor Rankings)
• Sphynx Automation
• Avier Wealth Advisors

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 attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element?

In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his marketing isn't connecting with pre-retirees and provide a clear path forward.

Key questions we answer include:

► How can I transform my "shotgun approach" into a focused marketing strategy?

► Should I continue podcasting or pivot to a different marketing channel?

► What simple website changes will help convert more visitors to prospects?

Even if you're not approaching retirement like John, this episode reveals how clarifying your niche, creating a cohesive marketing funnel, and making your personal brand truly personal can transform your marketing effectiveness.

Listen in as we help John build a marketing strategy that will serve him now and potentially create value even after he sells his practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Albany Financial Group (John’s Firm)
• The Fastest Path to Growth: Leverage Other People’s Audiences (Advisor Marketing Made Simple)
• Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss) (Advisor Marketing Made Simple)
• Top Advisor Website Questions (Part 1): Should You Share Your Fees & More (Advisor Marketing Made Simple)
• Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups (Advisor Marketing Made Simple)
• Podcast Movement Conference

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 attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need.

In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services.

We dive deep into:

► How can she better qualify prospects before they book time on her calendar?

► Should she maintain both divorce and widow niches, or focus on one?

► How can she structure her services to create a natural client journey from mid-divorce to post-divorce?

Even if you don't work with divorcees, this episode illuminates how to refine your messaging, pricing, and COI relationships to attract more qualified prospects. Learn how to position yourself as the solution to a specific, high-value problem rather than trying to help everyone.

Tune in as we help Rachael create a more profitable, less chaotic business by focusing on turning divorce settlements into sustainable income for her ideal clients.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• True Worth Financial Planning (Rachael’s Firm)
• Find a Certified Divorce Financial Analyst (CDFA)
• Typeform (for conditional-logic intake forms)
• Calendly (for scheduling calls)
• John Mason (advisor/sales process reference)
• Listen: Building a Structured COI Referral System That Actually Works (Tiffany Charles)
• Define Financial (example of a “free assessment” funnel)