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 a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth?

In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a more direct approach to attract tech professionals with equity compensation packages.

Key questions we answer include:

► How do you effectively market a niche-focused book to the right audience?

► Should you invest in book promotion or focus on faster client acquisition strategies?

► What's the most effective way to leverage LinkedIn Sales Navigator for targeted webinars?

Even if you don't have a book, this episode illuminates the importance of matching your marketing timeline to your business goals and choosing the right strategies based on your runway.

Tune in as we provide a clear roadmap for turning specialized knowledge into a thriving advisory practice when you need results quickly.

Resources:

• Join Our Newsletter
• Apply Here To Be On The Show: Get Your Marketing Questions Answered
• Equity Comp Financial Planning (Daniel’s Firm)
• LinkedIn Sales Navigator
• Silicon Slopes
• ChatGPT
• Michael Kitces Marketing Summit
• Horse’s Mouth
• “Retirement Starts Today” Podcast by Benjamin Brandt
• Books by Morgan Housel