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Sunday, March 1, 2026

Fixing Advisory Agency Advertising Funnels So The Cellphone Truly Rings With Prospects with Kendra Wright


Most advisory advertising doesn’t fail as a result of advisors aren’t attempting—it fails as a result of the funnel breaks in predictable locations, leaving nice content material and good intentions with out a clear path to constant leads. This episode explores the commonest “break factors” in advisor advertising funnels, in addition to what it takes to construct a technique that pulls the proper prospects, communicates worth shortly, and makes it simple for prospects to take the subsequent step in the direction of turning into a shopper.

Kendra Wright is the proprietor of Insurgent Media Company, a advertising agency primarily based in Austin, Texas, that helps RIAs set up and execute clear advertising methods. She joins us as we speak to share the 4 methods she most frequently sees advisor advertising funnels break and the way advisors can get what she calls “superb shopper readability” with out essentially forcing themselves right into a single ultra-narrow area of interest. We additionally talk about how companies can select a advertising channel that matches their shopper profile, why it is necessary for advisor content material to be “focused” to be able to stand out, and the way advisors can higher transfer prospects from content material to shopper. 

For present notes and extra go to: https://www.kitces.com/478

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