Episode 56

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Published on:

1st Oct 2025

Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

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 build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads?

In this LIVE "Advice Line" episode, financial advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies.

Key questions we answer include:

► How can I segment my practice to serve different client types effectively?

► What's the optimal LinkedIn funnel structure for financial advisors?

► How do I balance firm-wide marketing when offices operate independently?

Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates.

Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects.

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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.