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 Taylor's current marketing funnel and discuss:

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources:

• Sign up to be an advisor guest on the show
• Define Financial (Taylor’s Firm)
• The Stay Wealthy Retirement Show (Taylor’s Podcast)
• Money Visuals

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-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results.

Key questions we answer include:

► How can I improve my website's pop-up conversion rate?

► What should I include in my email nurture sequence?

► Is YouTube or SEO better for connecting with my niche?

Even if you're not targeting widows and caregivers like Elliott, this episode illuminates how to refine your digital marketing to attract and help more of your ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Kindness Financial Planning (Elliot’s Firm)
• Elliot’s YouTube channel
• OptinMonster - A plugin for adding pop-ups and opt-in forms to your website
• Hotjar - A tool for heat mapping and analyzing user behavior on your website
• Thumbnail guide with expressions for YouTube thumbnails

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 funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work together to attract new clients.

Questions we answer on this episode include:

► My marketing efforts are not working, why?

► How can I refine my niche and target the right clients?

► What marketing activities should I focus on to see more traction?

If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads.

Resources:

• Sign up to be an advisor guest on the show
• Sherman Private Wealth (Jason’s Firm)
• Building a StoryBrand by Donald Miller (Book)
• Simple Marketing for Smart People by Billy Broas (Book)
• The Referral Magnet by Kelly Edwards (Book)