Episode 50

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Published on:

20th Aug 2025

Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)

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 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 this LIVE "Advice Line" episode, financial advisor Scott Campbell joins us to troubleshoot his marketing funnel challenges. Scott's firm, Align Wealth, serves chiropractors with thriving practices, but he's struggling to scale beyond referrals. We analyze his current marketing efforts and provide actionable strategies to help him attract more ideal prospects.

Key questions we answer include:

► How can I build an effective marketing funnel to attract more qualified chiropractor prospects?

► Should I focus on short-form video, podcasting, or referral marketing to grow my practice?

► How can I make my content more specific to resonate with my ideal clients?

Whether you serve chiropractors or another niche, this episode illuminates the importance of creating highly targeted content that speaks directly to your ideal clients' unique pain points and challenges.

Listen in as we help Scott transform his marketing approach to convert more prospects into clients.

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About the Podcast

Advisor Marketing Made Simple
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 owner implementing successful marketing plans for growth-focused advisory firms.

Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples.

Whether you’re new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business – without the guesswork or frustration.

About your hosts

Taylor Schulte

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Taylor Schulte, CFP® is the founder of Define Financial, a fee-only retirement planning firm with over $225M in assets under management.

In addition, he is the co-founder of The AGC Community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: The Stay Wealthy Retirement Show and Experiments in Advisor Marketing.

Kendra Wright

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Kendra Wright is the founder of Rebel Media, an agency dedicated to helping financial firms accelerate their growth. Before financial services, she worked in the music industry, marketing for icons like Willie Nelson, Motley Crue, and Matchbox Twenty.

Her superpower as a full-stack marketer is her ability to swiftly grasp the big picture and create practical action plans advisors can easily put to use, no matter their experience level.