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 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 Uz-Zaman asks us to help him streamline his marketing funnel. Despite running PPC ads, creating social media content, and hosting a podcast, he's struggling to convert leads efficiently. We help him narrow his focus from 300,000 potential clients to the most profitable segment that truly needs his unique expertise.

Key questions we answer include:

► How many touchpoints does it take to convert cold leads into qualified clients?

► Should I focus on multiple marketing channels or just one?

► What's the most effective way to grow a podcast audience?

Even if you're not offering combined wealth management and legal services, this episode reveals why narrowing your target audience and focusing your marketing efforts on one channel can dramatically improve your results.

Listen in as we explain why marketing success requires patience, focus, and a three-year commitment before expecting that "hockey stick" growth moment.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• ADL Estate Planning (Mohammad’s firm)
• Advice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)
• Marketing Funnel Basics: What Every Advisor Needs to Know