Episode 10

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Published on:

30th Oct 2024

Advice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)

Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success?

In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level.

Key questions we answer include:

► How can I improve my LinkedIn strategy to attract more qualified prospects?

► What's the best way to convert LinkedIn followers into email subscribers?

► Should I focus on SEO or other marketing channels right now?

Whether you're looking to refine your social media approach or build a more comprehensive marketing funnel, this episode offers valuable insights for advisors seeking to grow their firm through digital marketing.

Resources:

Sign up to be an advisor guest on the show
Coastal Capital Advisors (Joe’s Firm)
Justin Welsh's LinkedIn Course
Justin’s Interview on Jay Clouse’s Podcast (Creator Science)
Jotform
Leadpages
ConvertKit (now known as “Kit”)
Taylor's free retirement assessment page

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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

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

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.