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 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 act fast.

In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line conversation!

If you’re ready for a breakthrough of your own, apply to join us on the show before February 28. We’ll show you how a few simple shifts can lead to significant results in your advisory practice.

Visit https://www.taylorschulte.com/apply to submit your application today!

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered

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 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, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help Thomas make the tough decisions needed for sustainable growth.

Key questions we answer include:

► Should I run two separate businesses targeting different demographics?

► How can I balance making an impact with growing my practice?

► Where should I focus my marketing efforts for the best results?

Whether you're serving multiple niches or considering narrowing your focus, this episode illuminates how concentrating your efforts on one audience can accelerate business growth while still making a meaningful impact.

Tune in as we help Thomas navigate the challenging decisions of building a sustainable practice while staying true to his desire to help others.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Retire to Tellico (Thomas’ firm)
• Refine Your Plan (Thomas’ Youtube channel)
• Stay Wealthy Retirement Show (Taylor’s podcast)
• The Society of Advice with Carl Richards

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 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 Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a more focused and effective marketing approach.

Key questions we answer include:

► How specific should my niche be when targeting different demographics?

► What's the best way to leverage podcast guest appearances?

► How can I create marketing materials that truly resonate with my ideal clients?

Whether you're serving multiple client segments or trying to narrow your focus, this episode illuminates the importance of clear messaging and targeted marketing strategies. You'll learn how to better align your content with your audience's needs and create more effective marketing funnels.

Tune in as we help Phil transform his marketing approach from broad to laser-focused, and learn valuable lessons about niching down that you can apply to your own practice.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Apprise Wealth Management (Phil’s firm)
• ChatGPT
• Google AdWords
• Navigating Financial Transitions for Women with Phil Weiss (Silver Divorce Podcast)