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 create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?

In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.

Key topics we explore include:

► How to structure welcome sequences that build trust and engagement

► The "Rule of One" principle for writing more effective emails

► Creating pre and post-appointment sequences that boost close rates

► Using client stories to demonstrate value without compliance issues

► The right balance between automated and personalized email content

Whether you're just starting with email marketing or looking to improve your current sequences, this episode provides practical templates and strategies you can implement immediately.

Tune in as we discuss the intersection between what advisors want to say and what prospects need to hear, plus how to create email sequences that consistently convert while staying compliant.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Visit Francesca’s Website
• Connect with Francesca on LinkedIn
• Francesca’s Free Growth Playbook
• Hemingway App
• Loom
• Fathom AI
• Jump AI
• Otter AI
• Calendly
• Redtail
• EP 9: Marketing Funnel Basics
• EP 6: Why Overthinking Will Ruin Your Marketing

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

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

————

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