Episode 13

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Published on:

20th Nov 2024

Advice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)

How do you grow an email list for your financial advisory practice?

In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice. 

Key questions we address include:

► Is email marketing the right focus for growing my practice?

► How can I leverage my speaking engagements to build my list?

► Should I go local or national with my marketing efforts?

Even if you're not targeting young physicians, this episode illuminates how to evaluate different marketing channels and choose the one that energizes you most. We discuss the power of leaning into what's already working, and why throwing spaghetti at the wall isn't an effective long-term strategy.

Tune in as we help Andrew refine his marketing approach and provide actionable advice on growing his practice through targeted outreach to his ideal clients.

Resources: 

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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.