Episode 53

full
Published on:

10th Sep 2025

Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

Are you struggling to clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals?

In this LIVE "Advice Line" episode, financial advisor Aditi Kapadia joins us to troubleshoot how she can better communicate her value proposition. As a new advisor targeting globally-minded professionals earning $1M+ annually, Aditi needs help defining her niche and structuring her service model to reach her revenue goals.

Key questions we answer include:

► How can I better articulate my value to prospects and clients?

► Should I structure my fees as a one-time assessment or ongoing service?

► What's the most effective way to experiment with marketing messaging?

Whether you're a new advisor or an established one refining your approach, this episode provides valuable insights on clarifying your ideal client profile, positioning your services, and selecting marketing channels that align with your natural strengths.

Listen in as we help Aditi create a framework for experimentation that will allow her to build a profitable practice serving clients she truly enjoys.

Resources: 

All Episodes Previous Episode

Listen for free

Show artwork for Advisor Marketing Made Simple

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

Profile picture for Taylor Schulte
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

Profile picture for Kendra Wright
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.