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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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 the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funnel is broken and provide actionable steps to fix it.

Key questions we answer include:

► How do I turn social media views into actual leads and clients?

► What makes a truly effective marketing funnel for financial advisors?

► How specific should I get with my target audience messaging?

Even if you're an established firm, you'll recognize these common marketing mistakes that prevent growth. We reveal why clarifying your ideal client avatar is the foundation of all effective marketing and how to pull that clarity through every layer of your funnel.

Listen in as we transform Devin's approach from scattered marketing activities to a focused, conversion-driven strategy that can work for advisors at any stage.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Fallbrook FI (Devin’s firm)
• 2025 Jolt! Conference
• Elements Financial Planning Software
• CapCut (video editing tool)
• ManyChat (tool for automating Instagram DMs)
• Sandcastles.ai (AI-powered tool for scripting short-form videos)
• Jab, Jab, Jab, Right Hook by Gary Vee's