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Kendra Wright Podcasts

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Advisor Marketing Made Simple

Taylor Schulte and Kendra Wright

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Weekly
 
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 ow ...
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Resilient Advisor Podcast

Jay Coulter, CFP®, CIMA®

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Monthly
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Welcome to the dark side! On this podcast we delve deep into the bowels of history, true crime, mysteries, cryptids, bad medicine, hauntings- anything and everything macabre 🪓🩸🔪⚰️ 🎙 Hosted by model turned mortician @saratiaraxo
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Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools. Tog…
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Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes. What You'll Learn: How money scripts shape client beh…
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Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how …
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Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need to grow How to pick your best-fit marketing channel W…
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Happy Halloween, witches!!! Halloween always makes me think of witches, enjoying Samhain by streaking across the sky on their brooms, getting their LIFE. Today we are going to explore actual spells and curses of ye olden times, from around the globe. Grab a glass of wine, your smudge stick, and the head of a corpse, because IT'S THE SEASON OF THE W…
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🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal …
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Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You'll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize…
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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…
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In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering? In this LIVE "Advice Line" episode, fin…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus? In this LIVE "Advice Line" episode, financial advisor Tyl…
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AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and A…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads? In this LIVE "Advice Line" episode, financial ad…
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Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it's not just a "bubble"!), turning market volatility into trust-bui…
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Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and wi…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it? In this LIVE "Advice Line" episode from the 2025 Future Proof c…
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In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing. Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today's volatile markets to b…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory firm but unsure where to focus your marketing efforts? In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of …
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals? In this LIVE "Advice Line" episode, financial advis…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility? In this LIVE "Advice Line" episode, financ…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience? In this LIVE "Advice Line" episode, financial advi…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention? In th…
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This is part 2 of the mass murder at the ‘love nest’ of famed architect Frank Lloyd Wright. Today we are covering the brutal axe murders at Taliesin, the arson, and the aftermath of that bloody day. We are also wrapping up the fucking saga that is Frank’s life. Spoiler alert, his love life does not chill after Mamah’s death. If you want to see thes…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups? In this LIVE "Advice Line" episode, fi…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients? In this LIVE "Advice Line" episode, financial advisor Mohammad U…
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Did you know that a brutal and tragic mass murder occurred inside the home that renowned architect Frank Lloyd Wright designed and lived in? The legacy of the Frank Lloyd Wright is long-lasting, but did you also know that he was a fucking twat? We are going to talk about all of it, here today. And as it seems to be for many, greatness and riches ca…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel? In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath …
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ---- 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 Lin…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth? In this LIVE "Advice Line" episode from th…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity? In this LIVE "Advice Line" episode, financial ad…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants? In this LIVE "Advice Line" episode, financial advisor Ross Blount as…
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Alright my little gremlins, this is part 3!!! On today’s menu is: Tête de veau Evening of Insect Cuisine Maggot-infested cheese (casu marzu) Giant coconut worms Dung beetles Indigirka salad Bake and Shark Mongolian Mary (sheep eyeball juice) Frog juice Baby mice wine Tequila con Vibor Three-Penis Liquor Bävergäll Snake wine Gomutra (cow urine) Tton…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors? In this LIVE "Advice Line" episode, financial adv…
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Episode 54, The World’s Most Macabre Foods (And Beverages) - Part 2 Have you ever wondered what the most bizarre, disgusting, and interesting foods in the world are? Me too. And I’m here to tell you alllll about them! This is part 2 of a 3 part series- there were so many good ones! Today we will cover: Hakarl Surströmming Shiokara Stinkheads Lutefi…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out? In this LIVE "Advice…
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Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works? In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jef…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others? In this LIVE "Advice Line" ep…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects? In this LIVE "Advice Line" episode, Mark Rosinsk…
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After last week, we needed to go quirky on this one. Today we are discussing the world’s most unusual foods. Some might call them disgusting, some might call them macabre, but I just call them interesting. This is part 1 of a 3 part series- there were so many good ones! Today we will cover: Alien Dumplings Shirako Bog Butter Su Callu Sardu Ortolan …
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element? In this LIVE "Advice Line" episode, …
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need. In this LIVE "Advice Line" episode, financial advisor Rachael Bur…
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In today's competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…
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The coroner said he couldn’t eat and cried for days, after recovering her body. This is the excruciating life and atrocious death of Lacey Fletcher. This case is one of the worst things I’ve ever heard, but Lacey’s story needs to be told. In telling it, we also have hope to avoid this ever happening to anyone else. EVER. AGAIN. This case is not as …
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Get Our Free Resource: 10-Point Checklist To Make Your Niche Crystal Clear & Convert More Clients ------ Are you a financial advisor who's chosen a niche but struggling to effectively communicate it on your website? Do prospects visit your site but fail to recognize that you're the perfect advisor for them? In this episode, website design expert Ta…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model? In this LIVE "Advice Line" episode, financial…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss…
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What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That's not a fantasy. It's what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…
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In a small Michigan town, an online bully was terrorizing several middle school students for years, causing emotional and mental distress. The drama then started to ripple through the school, and outwards to the school staff and parents of the students. Soon the whole town seemed to know about this online campaign of terror. But who was the culprit…
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business? In this episode, Tiffany Charl…
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