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)

Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you.

In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back.

Additional questions we answer include:

► How can I grow my show without using social media?

► Should I post my podcast on YouTube?

► Which format grows my podcast better: solo or guest episodes?

Even if you do not have a podcast, this episode illuminates the power of understanding and clearly articulating the pain points of your ideal prospect and how those flow downstream to your marketing efforts.

Tune in as we give advice on how to turn podcast listeners into prospects eager to hire you as their financial advisor.

Resources:

• Sign up to be an advisor guest on the show
• Baskin FP (Erik’s Firm)
• Notion - Erik uses Notion to manage his podcast ideas and planning
• Fathom AI Notetaker to record calls
• 20/20 Money by Adam Cmejla

Welcome to the first episode of Advisor Marketing Made Simple!

We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created this podcast and get a preview of what to expect as new episodes launch every Wednesday.

Resources:

• Sign up to be an advisor guest on the show
• Notion