Episode 51

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Published on:

27th Aug 2025

Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)

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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Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience?

In this LIVE "Advice Line" episode, financial advisor Steve Taylor asks us to help him evaluate his podcast strategy. Despite producing a podcast and YouTube channel for some time, he's unsure if his show is effectively reaching his target audience or if he should continue investing time in it. We provide candid feedback on how to transform his scattered approach into a focused marketing funnel.

Key questions we answer include:

► How to evaluate if I should keep my podcast or let it go?

► Should I focus on YouTube or an audio-only podcast?

► Ways to improve my content to effectively attract clients?

Even if you don't have a podcast, this episode illuminates the importance of clarity in your marketing message and how to align your content strategy with your ideal client's pain points. 

Listen in as we help Steve create a more strategic approach to his content marketing that will attract small business owners and convert them into clients.

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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.