Episode 37

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Published on:

21st May 2025

Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)

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 new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects?

In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner or target employees at specific local companies like BP to build a more sustainable practice.

Key questions we answer include:

► How can I create a better experience for online leads to drive conversion?

► Should I niche down to target specific companies or stay broader?

► What marketing activities should I focus on and which should I cut?

Even if you're not a new advisor, this episode provides valuable insights on building marketing funnels, systematizing client experiences, and making strategic decisions about your target market.

Listen in as we help Mark develop a focused marketing approach that can transform random leads into a predictable client acquisition system.

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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.