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Content provided by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)

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Manage episode 509483611 series 3594522
Content provided by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies.

Key questions we answer include:

► How can I segment my practice to serve different client types effectively?

► What's the optimal LinkedIn funnel structure for financial advisors?

► How do I balance firm-wide marketing when offices operate independently?

Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates.

Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects.

Resources:


  continue reading

57 episodes

Artwork
iconShare
 
Manage episode 509483611 series 3594522
Content provided by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte and Kendra Wright, Taylor Schulte, and Kendra Wright or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him navigate this complex challenge with actionable strategies.

Key questions we answer include:

► How can I segment my practice to serve different client types effectively?

► What's the optimal LinkedIn funnel structure for financial advisors?

► How do I balance firm-wide marketing when offices operate independently?

Even if you don't use LinkedIn, this episode illuminates the critical connection between client segmentation and marketing strategy. Learn how creating distinct service models for different client segments can streamline your marketing and improve conversion rates.

Tune in for practical advice on building a marketing funnel that attracts your ideal clients without alienating other prospects.

Resources:


  continue reading

57 episodes

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