Episode 59

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Published on:

22nd Oct 2025

Saying Goodbye: What 60 Episodes Taught Us About Marketing

Is it time to say goodbye to your marketing efforts that aren't delivering results?

In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision to conclude the show as their priorities have shifted.

From reflecting on their year-long commitment to sharing success stories of past guests who implemented their advice, they deliver powerful insights on what truly works in advisor marketing.

We cover:

► Why focusing on one marketing channel delivers better results than dabbling in many

► How two advisors transformed their practices by doubling down on LinkedIn and YouTube

► The shocking reality of what it takes to produce quality marketing 

► Why better words beat better visuals in marketing every time

► The importance of setting concrete, measurable goals instead of open-ended experiments

Tune in for this bittersweet finale that distills a year's worth of marketing wisdom into actionable takeaways that can transform your approach to growing your practice.

Whether you're struggling with marketing overwhelm or looking to refine your strategy, this episode provides clarity on what truly matters—focus, consistency, and solving real problems for your 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.