Episode 3

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Published on:

11th Sep 2024

Advice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)

You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing?

In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine his strategy, improve his messaging, and explain how the pieces work together to attract new clients. 

Questions we answer on this episode include:

►  My marketing efforts are not working, why? 

►  How can I refine my niche and target the right clients?

►  What marketing activities should I focus on to see more traction?

If you're putting in the work but not seeing results, this episode will guide you through the steps to streamline your marketing strategy and generate more qualified leads.

Resources: 

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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.