Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright

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:

You can listen to Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep 478: Fixing Advisory Firm Marketing Funnels So The Phone Actually Rings With Prospects with Kendra Wright is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:29:59 long.

This episode was published on Feb 24, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Financial Advisor Success when more episodes are available from the podcast feed.