In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably.

Takeaways

• Advisors need to have marketing skills or outsource them.
• It's important to have a system for marketing, just like for financial planning.
• Creating a single effective marketing funnel can lead to sustainable growth.
• Top-of-funnel activities are crucial for awareness.
• Nurture leads through consistent and valuable email content.
• Value-driven content is essential for email opt-ins.
• Direct calls to action are necessary for client engagement.

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In this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building confidence, improving communication skills, and understanding true financial planning, ultimately encouraging advisors to embrace their worth and the changing dynamics of the industry.

Key Takeaways:

• Clients are willing to pay for financial advice and expertise.
• Overcoming limiting beliefs is crucial for professional growth.
• Building confidence and communication skills is essential for success.
• Charging for financial advice can enhance client relationships and respect.
• Advisors should not fear losing business by charging fees.
• The financial advisory industry is evolving, and advisors must adapt to stay relevant.

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Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.

You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value.

In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs, or helping clients avoid costly coverage gaps, this conversation unpacks the strategies advisors need to proactively guide their clients.

We cover:

• Why healthcare planning matters more than ever
• How to make Medicare a natural part of your retirement planning process
• Tools that let you run healthcare cost projections in minutes
• Real-world strategies for turning this topic into client engagement gold

If you've ever said, “I need some help in this category for my practice,” this is the episode you can’t afford to miss.

Links to resources:

The Key to Growth for Financial Firms: Healthcare Planning: https://tinyurl.com/6w28v2ak

Healthcare Planning 101: A Starter Guide for Financial Advisors: https://tinyurl.com/3kzzevv4

The Basics - Resources: https://tinyurl.com/jhnthy2y

Questions? Book a call here:

https://tinyurl.com/4t3e924b

GoBeElite.com

https://gobeelite.com/