Are you struggling to find your niche and grow your financial advisory practice?

In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website.

Key questions we answer include:

► How can I uncover my ideal clients' true pain points?

► Should I focus on Twitter, LinkedIn, or both for marketing?

► What's the best way to create a personal brand while working for another firm?

Whether you're a new advisor or looking to take your firm to the next level, this episode provides actionable advice on honing your marketing message and attracting your ideal clients.

Tune in to learn how to cut through the noise and build a thriving advisory business.

Resources:

• Sign up to be an advisor guest on the show
• Purpose Path Capital (Ryan’s Firm)
• How Growth Focused Firms Write Killer Copy (Slides)
• Nate Hoskin's landing page
• Leadpages
• Pocket
• Notion

Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success?

In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth to the next level.

Key questions we answer include:

► How can I improve my LinkedIn strategy to attract more qualified prospects?

► What's the best way to convert LinkedIn followers into email subscribers?

► Should I focus on SEO or other marketing channels right now?

Whether you're looking to refine your social media approach or build a more comprehensive marketing funnel, this episode offers valuable insights for advisors seeking to grow their firm through digital marketing.

Resources:

• Sign up to be an advisor guest on the show
• Coastal Capital Advisors (Joe’s Firm)
• Justin Welsh's LinkedIn Course
• Justin’s Interview on Jay Clouse’s Podcast (Creator Science)
• Jotform
• Leadpages
• ConvertKit (now known as “Kit”)
• Taylor's free retirement assessment page

Are your marketing funnels failing to turn leads into clients?

In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm.

From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel.

We cover:

► The key differences between a marketing funnel and a full marketing plan

► How to design a streamlined funnel that moves leads smoothly through each stage

► Common mistakes advisors make with their funnels and how to avoid them

► Actionable tips to set realistic goals, measure success, and start converting more clients

Tune in to learn how to transform your funnel from frustrating to client-generating with straightforward, effective steps tailored to advisors.

Whether you’re new to funnels or ready to make yours work even better, this episode will help you gain clarity and take action.

Resources:

• FREE Marketing Funnel Template (+Walkthrough Video)
• Learn How to Join Us on a Future ‘Advice Line’ Episode