{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright","slug":"ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-with-kendra-wright","published_at":"2026-02-24T12:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-with-kendra-wright","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-fasuccess-with-kendra-wright","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS478.final.mp3?dest-id=395010","summary":"Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and good intentions without a clear path to consistent leads. This episode explores the most common \"break points\" in advisor marketing funnels, as well as what it takes to build a strategy that attracts the right prospects, communicates value quickly, and makes it easy for prospects to take the next step towards becoming a client. Kendra Wright is the owner of Rebel Media Agency, a marketing firm based in Austin, Texas, that helps RIAs establish and execute clear marketing strategies. She joins us today to share the four ways she most often sees advisor marketing funnels break and how advisors can get what she calls \"ideal client clarity\" without necessarily forcing themselves into a single ultra-narrow niche. We also discuss how firms can choose a marketing channel that fits their client profile, why it's important for advisor content to be \"targeted\" in order to stand out, and how advisors can better move prospects from content to client. For show notes and more visit: https://www.kitces.com/478","meta_description":"Most advisory marketing doesn't fail because advisors aren't trying—it fails because the funnel breaks in predictable places, leaving great content and go…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5399,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-with-kendra-wright/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-478-fixing-advisory-firm-marketing-funnels-so-the-phone-actually-rings-with-prospects-with-kendra-wright.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}