Episode 2

full

Published on:

4th Sep 2024

Advice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)

Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you.

In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back.

Additional questions we answer include:

► How can I grow my show without using social media?

► Should I post my podcast on YouTube?

► Which format grows my podcast better: solo or guest episodes?

Even if you do not have a podcast, this episode illuminates the power of understanding and clearly articulating the pain points of your ideal prospect and how those flow downstream to your marketing efforts.

Tune in as we give advice on how to turn podcast listeners into prospects eager to hire you as their financial advisor.

Resources:

Sign up to be an advisor guest on the show
Baskin FP (Erik’s Firm)
Notion - Erik uses Notion to manage his podcast ideas and planning
Fathom AI Notetaker to record calls
20/20 Money by Adam Cmejla

Next Episode All Episodes Previous Episode

Listen for free

Apple Podcasts Spotify

Overcast

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

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.