Episode 45

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Published on:

16th Jul 2025

Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)

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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Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?

In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine where to invest his limited marketing resources for maximum impact.

Key questions we answer include:

► How can I effectively market two different brands with limited time?

► Should I use my educational platform as a funnel for my advisory firm?

► What's the most efficient way to build an audience when targeting women in transition?

If you're trying to balance multiple target audiences or wondering how to connect your educational content with your service offerings, this episode provides clarity on creating a focused marketing strategy that aligns with your business goals.

Listen in as we help Ed navigate the challenging balance between advocacy and business growth to attract more of his ideal 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.