Episode 52

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Published on:

3rd Sep 2025

Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)

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 grow your podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility?

In this LIVE "Advice Line" episode, financial advisor Jesse Cramer joins us to troubleshoot his podcast marketing strategy. With 12,000 monthly downloads and a thriving email list of 4,000 subscribers, Jesse's middle-of-funnel is working well—but he needs help attracting more listeners to feed his client pipeline.

Key questions we answer include:

► How can I systematically increase podcast guesting opportunities?

► Should I narrow my target audience for better marketing focus?

► What's the most effective way to convert DIY listeners into clients?

Whether you're a podcaster looking to grow your audience or an advisor seeking to leverage content marketing, this episode provides actionable strategies for building authentic relationships with other content creators and crafting more intentional calls to action.

Tune in as we help Jesse transform his "raw talent" podcast into a refined client acquisition machine.

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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.