Episode 55

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Published on:

24th Sep 2025

Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)

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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Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it?

In this LIVE "Advice Line" episode from the 2025 Future Proof conference, financial advisor Eric Rodriguez asks us to diagnose why his YouTube channel isn't generating any clients despite significant investment. We break down his entire marketing funnel to identify exactly where it's broken and provide actionable solutions to fix it.

Key questions we answer include:

► Why aren't my YouTube videos converting viewers into clients?

► How much should I spend on YouTube marketing to see results?

► Where in my marketing funnel should I focus my improvement efforts first?

► How can I better align my website messaging with my target audience?

Even if you're not using YouTube, this episode reveals universal marketing principles that apply to any platform. Learn how to identify where your marketing funnel is broken and what specific steps to take to fix it.

Whether you're just starting with digital marketing or looking to optimize your existing efforts, tune in for practical advice on turning your content 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.