Episode 49

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Published on:

13th Aug 2025

Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)

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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Are you a new financial advisor feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients?

In this LIVE "Advice Line" episode, financial advisor Charley from Wealth Being Advisors joins us to tackle his marketing challenges. Having recently left his 9-to-5 job to focus on his practice full-time, Charley needs clarity on which marketing strategies will help him grow from 8 clients to a thriving business. We help him refine his target market and identify the most effective marketing approaches for his unique situation.

Key questions we answer include:

► How do I choose the right marketing strategy when there are so many options?

► Who should be my ideal client and how do I message to them effectively?

► What marketing medium should I focus on with limited time and resources?

Whether you're just starting your practice or looking to refine your existing marketing strategy, this episode provides valuable insights on getting clarity about who you serve, the problems you solve, and how to reach them effectively.

Tune in as we help Charley transform his marketing from "serving everyone" to attracting high-earning professionals who will value his services.

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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.