Episode 23

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Published on:

12th Feb 2025

Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)

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 trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?

In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.

Key questions we answer include:

► Should I run two separate businesses targeting different demographics?

► How can I balance making an impact with growing my practice?

► Where should I focus my marketing efforts for the best results?

Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.

Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.

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.