Episode 43

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Published on:

2nd Jul 2025

Advice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)

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 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 advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him navigate the critical decision between pursuing doctor groups or focusing on individual doctors, and how to leverage his natural speaking abilities to attract ideal clients.

Key questions we answer include:

► Should I focus on marketing to doctor groups or individual doctors?

► How can I leverage my public speaking skills to attract more clients?

► Is it sustainable to market to multiple client demographics simultaneously?

Even if you don't work with doctors, this episode illuminates the foundational marketing decisions that must precede building an effective funnel. Learn why getting crystal clear on your target client is the "tiniest hinge that swings the biggest door" in advisor marketing.

Tune in as we help Stephen build the foundation for a focused marketing strategy that can transform his practice.

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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.