Episode 18

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Published on:

8th Jan 2025

How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy

Is marketing overwhelm holding your firm back from real growth?

In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.

Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.

We cover:

► Three key sources of marketing overwhelm and how to address each one

► Why doing "half as many things twice as well" leads to better results

► How to identify which marketing activities you're doing just because you "should"

► The simple framework of using one traffic platform and one nurture platform

► When (and how) to strategically add new marketing activities to your plan

Tune in to learn how to transform your scattered marketing efforts into a streamlined, results-driven approach that matches your firm's goals and capacity.

Whether you're overwhelmed by current marketing activities or looking to build a more focused strategy, this episode will help you gain clarity and take decisive action.

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.