Episode 46

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Published on:

23rd Jul 2025

Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)

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 your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel?

In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath Financial Partners joins us to solve his marketing challenges. With 18 years in the industry and $195 million AUM, Ryan wants to grow to $500 million in the next five years—but his current marketing isn't delivering consistent results. We help him identify the critical missing piece in his strategy.

Key questions we answer include:

► What's the most impactful top-of-funnel marketing activity for a local advisor?

► Why aren't my radio show appearances converting to clients?

► How can I build an effective marketing system with limited time?

If you're investing in marketing but not seeing results, this episode reveals why the middle of your funnel might be broken. Learn how to transform awareness into relationships through strategic email nurturing and website optimization.

Whether you're struggling with marketing efficiency or trying to scale your practice, this conversation will help you build a sustainable client acquisition system that works even when you're not actively selling. Especially if your goal is to attract and convert pre-retirees.

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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.