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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Kendra Wright Podcasts
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
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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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Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)
33:00
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33:00Want 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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Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)
44:37
44:37
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44:37Want 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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Episode 57, Scandal and Mass Murder: Frank Lloyd Wright - Part 2
1:47:39
1:47:39
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1:47:39This 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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Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)
44:48
44:48
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44:48Want 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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Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)
38:44
38:44
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38:44Want 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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Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)
39:07
39:07
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39:07Want 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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Episode 56, Scandal and Mass Murder: Frank Lloyd Wright - Part 1
1:41:10
1:41:10
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1:41:10Did 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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Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)
51:44
51:44
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51:44Want 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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Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)
38:57
38:57
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38:57Want 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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Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)
36:24
36:24
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36:24Want 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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Advice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)
33:10
33:10
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33:10Want 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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Advice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)
38:15
38:15
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38:15Want 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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Episode 55, The World’s Most Macabre Foods (And Beverages) - Part 3
1:40:53
1:40:53
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1:40:53Alright 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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Advice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)
42:57
42:57
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42:57Want 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
1:46:10
1:46:10
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1:46:10Episode 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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Advice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)
45:24
45:24
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45:24Want 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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Advice Line: How to Clarify Your Niche So Clients Say Yes Faster (Jeff Venables)
38:53
38:53
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38:53Are 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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Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
36:33
36:33
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36:33Want 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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Advice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)
43:53
43:53
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43:53Want 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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Episode 53, The World’s Most Macabre Foods (And Beverages) - Part 1
1:32:39
1:32:39
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1:32:39After 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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Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)
41:59
41:59
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41:59Want 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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Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)
43:39
43:39
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43:39Want 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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Episode 52, The Gut-Wrenching Death of Lacey Fletcher
1:36:47
1:36:47
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1:36:47The 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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How To Make Your Website Clearly Speak To Your Niche (Taylen Sather)
42:37
42:37
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42:37Get 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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Advice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)
46:53
46:53
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46:53Want 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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Advice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)
35:31
35:31
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35:31Want 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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Episode 51, Catfish Mom: Kendra Gail Licari
1:14:37
1:14:37
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1:14:37In 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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Building a Structured COI Referral System That Actually Works (Tiffany Charles)
1:00:50
1:00:50
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1:00:50Want 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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Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
1:16:47
1:16:47
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1:16:47Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age of 25, over the course of more than 40,000 miles of ocean racing, Nikki led a diverse team of mostly amateur sailors from 16 countries to an extraordinary second place finish. She…
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Advice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)
41:09
41:09
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41:09Want 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 not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience? In this LIVE "Advice Line" episod…
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Advice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)
46:01
46:01
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46:01Want 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 get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience? In this LIVE "Advice Line" episode, f…
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Episode 50, 1700’s Murder Pamphlet: God’s Revenge Against Murderers! Part 2
53:56
53:56
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53:56We are back back back back back again, in the 1700’s, for another Olden-Timey murder pamphlet case! Today’s case involves a mother and daughter, and one of their young apprentices. Get your dismemberment pants on, because it’s going to get gruesome. #mistressofthemacabre #mistressofthemacabrepodcast #truecrime #truecrimepodcast #mysteries #haunting…
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Top Advisor Website Questions (Part 2): Personal Brands & Driving Email Signups
32:36
32:36
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32:36Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your website causing confusion instead of converting clients? In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and…
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Top Advisor Website Questions (Part 1): Should You Share Your Fees & More
31:57
31:57
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31:57Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your advisor website failing to convert visitors into clients despite your investment? In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% o…
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Episode 49, 1700’s Murder Pamphlet: God’s Revenge Against Murderers! Part 1
1:38:43
1:38:43
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1:38:43Put on your fancy feathered triangle hat, because we are talking in Old English today about two different murder cases from the 1700’s! Let us bid adieu to this century for a bit, and discuss a couple crimes of yesteryear. First we will discuss the case of Elizabeth Brownrigg, who tortured her apprentices with the help of her husband and son, leadi…
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Advice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)
46:59
46:59
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46:59Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn…
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Advice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)
45:01
45:01
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45:01Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects? In this LIVE "Advice Line" episode, financial …
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How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)
50:28
50:28
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50:28Want 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 create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective? In this episode, email marketing expert Francesca McLin sha…
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Want Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)
6:22
6:22
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6:22Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so…
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Advice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)
48:40
48:40
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48:40Want 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 trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success? In this LIVE "Advice Line" episode, financ…
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Episode 48, Life Imitating Art: Weekend at Bernie’s
1:25:33
1:25:33
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1:25:33Whether or not you have seen the cult classic, dark comedy film ‘Weekend at Bernie’s’ it doesn’t really matter. Because I am here to tell you about real life stories… of corpse puppetry. Today we cover a rash of crimes from Brazil, to the US, to Japan, where corpses are used in one way or another for financial gain. I will also give you an overview…
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Advice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)
34:49
34:49
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34:49Want 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 find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients? In this LIVE "Advice Line" episode, financial advisor…
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The Fastest Path to Growth: Leverage Other People’s Audiences
19:53
19:53
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19:53Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ine…
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Advice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)
41:42
41:42
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41:42Want 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 beyond your warm market? Wondering how to create predictable, scalable marketing results? In this LIVE "Advice Line" episode, financial advisor Eric …
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Advice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)
48:40
48:40
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48:40Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline? In this LIVE "Advice Line" episode, financial …
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How to Handle Marketing Overwhelm: 5 Steps to Simplify Your Strategy
38:59
38:59
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38:59Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— 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 accelera…
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I discuss how well I executed on my 3 words from 2024 and then reveal why and how I’m changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of words that represent the tension and harmony between opposing yet complementary concepts. This shift feels like a natural evolution. Just as life is a balance of contrasts—action an…
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Episode 47, The Covina Christmas Massacre
1:26:38
1:26:38
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1:26:38Hello, my little Gremlins! Welcome to a super happy, cheerful, and festive Christmas episode!! *HEAVY SARCASM ALERT* Last year I had so much fun doing the Krampus episode, but this year I am here to bring you the most brutal, tragic, and horrific Christmas true crime case that I could think of. Because I love you. Turns out, a lot of podcasts have …
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