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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 LinkedIn-focused podcast is dedicated to giving entrepreneurs, business coaches, those with high-ticket offerings, and online business owners quick, easy, and effective tips on how to grow their business, brand, and bank accounts using LinkedIn. If Facebook, Instagram, and TikTok are getting you engagement but not sales for your business, it's time to consider 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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⇨ Industry Era calls Carter one of the top 10 SAP experts in the world." ⇨ CRN named Carter and Approyo one of the "Top 10 Cloud Providers to watch," a ⇨ Mirror Review also selected Carter as "One of the Top 20 Business Leaders to Follow in SAP" ⇨ Entrepreneur Magazine calls Carter the “Best thing to ever happen to Approyo.” ⇨ Magnate View Magazine…
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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 unsure where to focus your marketing efforts? In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of …
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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Most professionals are missing the most important signal on LinkedIn: Their LinkedIn Analytics! If you’re posting without checking the data, you’re essentially driving blind.Here’s the simple truth:➡️ Your analytics tell you exactly what’s resonating with your audience and what’s falling flat.➡️ On a 28-day cycle, you can spot short-term momentum, …
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Rick Pino is the go-to guy for entrepreneurs who are done spinning their wheels and are finally ready to turn their ideas into serious income—fast. With 20+ years of experience across marketing, sales, and financial education, Rick has built multiple 7-figure businesses and generated 8 figures in online sales. He’s helped students go from zero to m…
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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 prospects and clients? Wondering how to structure your services to attract high-earning professionals? In this LIVE "Advice Line" episode, financial advis…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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Ever wondered how to jump on LinkedIn's hottest video trends right from your phone? Well, they just made it a whole lot easier. LinkedIn has rolled out a brand new "Top Trending Topic Video" feature on the mobile app, and it's basically your shortcut to creating short-form videos on topics that are already trending. Here’s how it works: Open the Li…
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Zarar Ameen is the Founder & CEO of the CANZ Group of Companies, including Launch My Agency. At just 19, he made his first million, and by 23, he had expanded to six offices with 120 employees. His agency model has helped 400+ entrepreneurs build and scale digital businesses, generating over $48 million in revenue. Now, Zarar is on a mission to hel…
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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 having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility? In this LIVE "Advice Line" episode, financ…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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LinkedIn Just Rolled Out a New Work Celebration Feature!If you’ve ever announced a new role, project, course, or education milestone on LinkedIn, you know how powerful those updates can be for visibility.Now, LinkedIn has taken it a step further. You can add a custom photo to your work celebration!👉 Imagine posting your new project launch with a br…
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Dennis Procopio is the founder of Man-UP! Life Coaching (MULC), an award-winning coaching program designed exclusively for men. With over a decade of experience and more than 10,000 hours of one-on-one coaching, Dennis and his team have helped hundreds of men reclaim control of their lives, develop discipline, discover their true purpose, and find …
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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? Are you struggling to define your niche and create content that resonates with your ideal audience? In this LIVE "Advice Line" episode, financial advi…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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Resharing on LinkedIn, done right or done wrong, can make or break your visibility. Here’s the truth: instant reshares don’t work. They add no value and fail to gain traction. If you must reshare, add commentary, but even that isn’t the best approach. The most effective strategy? Create a brand-new post. Tag the author. Quote their snippet. Layer i…
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About Jen Lehner: Here’s the deal: AI is the ultimate business cheat code—when you know how to use it with intention. But most of what’s out there either talks down to you or overwhelms you with jargon and “prompt packs” you’ll never touch. I’m not here for that. I’m here to help coaches, consultants, and SMB’S stop spinning their wheels and start …
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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 but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention? In th…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
  continue reading
 
If your LinkedIn Featured Content section is empty, you’re leaving money on the table. Most people scroll right past it because they either don’t know it exists or they’ve never used it strategically. In today’s episode, I’m breaking down exactly how to turn this overlooked piece of your profile into a client-attracting, email-list-building powerho…
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Jon Fischer is a professional photographer and coach with over 15 years of experience who has pioneered a revolutionary approach to authentic expression photography. After thousands of client sessions, Jon discovered that while technical excellence is essential, it's the capture of authentic expression that truly drives results and creates meaningf…
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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 the marketing options available to you? Unsure which path to take to attract your ideal clients? In this LIVE "Advice Line" episode, financial advisor…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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Let’s be honest… building an email list can feel like shouting into the void. You’re showing up. You’re posting value. But the opt-ins? Crickets. If you’re a coach, consultant, or service-based professional, this might sound familiar. Here’s what we’ve learned after helping hundreds of service pros grow their audience: LinkedIn isn’t just a network…
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Brielle Cotterman is an Inc. 5,000 speaker, Contributor at Entrepreneur, Activist Against Domestic Violence, Publicity Expert, Founder of the Influential Leader Agency, and President of CEO School. She has spent nearly fifteen years helping clients craft and scale Dream careers to multiple 7 figures and beyond by building world-renowned personal br…
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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 by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups? In this LIVE "Advice Line" episode, fi…
  continue reading
 
Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. Hopefully you're getting a chance to recharge thi…
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Picture this: Sarah posts great content daily but struggles to convert engagement into sales. The issue isn’t content. It’s trust. Without trust, people engage but hire others. The Trust Problem: Many professionals share valuable content but overlook the importance of relationship-building. Trust-based relationships have 2.5x higher close rates tha…
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Only 3% of professionals on LinkedIn are consistently getting leads and clients. The other 97%? They’re posting random value content, hoping something sticks… …and wondering why their “brilliant” post got 3 likes from their mom, college roommate, and that one overly enthusiastic connection who hearts everything. We were in that 97% once, too. Until…
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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 platforms with minimal results? Wondering how to convert cold leads into qualified clients? In this LIVE "Advice Line" episode, financial advisor Mohammad U…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. We’re only sharing these episodes in the former M…
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Most People Treat LinkedIn Like a Platform..... But It’s Actually a Pipeline. If you're still treating your content like a “nice-to-have,” you're missing what it's doing: It's filling the top of your sales funnel. The right kind of content posted consistently and with a purpose isn’t just about likes and impressions. It’s about building the kind of…
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Emanuel Rose was born and raised on the West Coast of the United States. He has spent over three decades earning a reputation in cutting-edge marketing. A renowned expert in the field, Emanuel specializes in branding, advertising, and day-to-day operations at his digital agency, Strategic eMarketing. His passion lies in helping companies achieve bu…
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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 pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel? In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath …
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. We’re only sharing these episodes in the former M…
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This one strategy used to work like magic on LinkedIn… 👉 Connect. 👉 Send a DM. 👉 Book a call. Rinse and repeat. But today? That formula’s broken. You can’t just connect with someone, drop into their inbox, and expect to book 10 calls a week. Not anymore.The truth? For every 5 thoughtful messages you send to the right people, done the right way… You…
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About Iryna: I am a relationship expert. I have just launched the SELF-LOVE & Relationship Intelligence app with a revolutionary IRYNA AI avatar feature, programmed by me. It is your 24/7 pocket counselor. Besides that, my app offers a variety of self-discovery tools as follows: dream interpretation to analyze your subconscious, manifesting journal…
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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 multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach? In this LIVE "Advice Lin…
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Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. We’re only sharing these episodes in the former M…
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Most people on LinkedIn are trying to create leads the hard way… Cold messages. Mass outreach. Endless posting with little response. But what if I told you there are three easy opportunities already sitting inside your LinkedIn account that you're probably ignoring? In this episode, I break down three simple strategies to generate more warm leads w…
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Katie Brinkley is transforming social media marketing with her less is more 4-post strategy. With two decades of expertise, Katie's unique method helps clients achieve more growth while posting less. Leveraging platform-agnostic storytelling, Katie tailors tactics to each brand's goals, driving measurable results efficiently. Katie Brinkley has bee…
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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 clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth? In this LIVE "Advice Line" episode from th…
  continue reading
 
Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. We’re only sharing these episodes in the former M…
  continue reading
 
LinkedIn Just Unlocked a Game-Changing Upgrade for Your Articles & Newsletters LinkedIn now allows video clips to be used as header visuals for both articles and newsletters. These short, auto-playing videos appear in the feed and display as video thumbnails in email alerts, perfect for boosting engagement. Why this matters: Stop scrollers in their…
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Jillian Leslie is the founder of MiloTree, a software startup that helps online entrepreneurs sell digital products and grow their audiences with ease. She is also the host of The Blogger Genius Podcast, where for the past six years, she has interviewed top online entrepreneurs, content creators, and industry experts. Jillian is passionate about em…
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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 serving multiple client types? How do you choose which niche to prioritize when growth demands clarity? In this LIVE "Advice Line" episode, financial ad…
  continue reading
 
Exciting news, Hero Makers! We’re sharing a new episode of Why That Worked – Presented by StoryBrand.AI, with Donald Miller back in the host seat. This new show uncovers why certain ideas, brands, and strategies succeed—so you can think differently and apply those insights to your business and life. We’re only sharing these episodes in the former M…
  continue reading
 
Fear of visibility is the hidden reason why talented coaches and consultants aren't attracting their ideal clients, despite having great content and proven strategies. In this episode, we reveal why "needing more leads" is rarely the real problem and show you how to overcome the deeper fear that's keeping you invisible to your perfect clients. Perf…
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Benjamin Dennehy is not your average sales trainer—he’s the UK’s Most Hated Sales Trainer. Known for his brutally honest and no-nonsense approach, Benjamin has helped thousands of salespeople and business owners worldwide revolutionize their approach to selling. With over 10 years of experience, Benjamin’s Sales Matrix Training methodology eliminat…
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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 marketing efforts? Wondering why your ads aren't converting to actual participants? In this LIVE "Advice Line" episode, financial advisor Ross Blount as…
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