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14 words from a client this morning in an email that went a long way (see attached). It's easy to get caught up in the chaos and forget to love on the people around us. This is your reminder: Send a quick & kind thank you to someone who deserves it. 🖤

This an outstanding listen for advisors (or really anyone in a service business) Thank you Taylor Taylor Schulte, CFP® and Kendra Kendra Wright

Graduated into the top 1% of Loom users this year (898 videos!) One of the core elements of our tech stack at Rebel Media Agency A few tools I'm obsessed with in 2024: - YNAB (Finances) - @WisprAI (Voice Dictation) - Spark Mail (Team Email Comms) - Pocket Casts (Best Podcast

Does anyone have a good step counter app they recommend? (I’d like to be able to see my total step counter per week and month. Apple health doesn’t show this & the apps I’ve looked at are clunky).

Grateful that Taylor Schulte, CFP® I made the top podcasts list in 2025 by MichaelKitces 🙏🙏🙏 Here's a few of our recent shows to get a preview if you want to check us out ⤵ → What To Do When Your SEO Traffic Drops → How to Handle Marketing Overwhelm: 5 Steps to Simplify

It's official.... Advisor Marketing Made Simple will be recording LIVE at Jolt! Get 20% off Jolt! by using the discount code 'SIMPLE' when registering. 🙌

Google calendar needs buttons where you click to see your calendar in different timezones (IE. EST/PST/CST. Anyone else doing mental math constantly and terrible at it or am I the only one. 🙈 Pllllease make it happen Google Calendar

It's the first of the month... AKA client metrics reporting comes in from our team. 😍

🗣️ Roll call: Who is headed to Jolt in Nashville next week? I'll be there, IRL, and ready to NERD OUT on advisor marketing with y'all! 🤠 Catch me at 2 sessions on Tuesday!

It's podcast recording day. Which means, all my neighbors find the loudest home projects possible to complete. 😂 Aka. The law of podcasting.

1. I would be terrified to have Kendra Wright & Taylor Schulte, CFP® dissect my marketing. They are very good at it! 2. I re-learned how important Storytelling is to marketing. 3. You need to fully automate your email sequence. (The jab-jab-jab-right hook method from Gary V) 4.

#joltconference lived up to the hype. - finally met a bunch of people I’ve talked to on socials for years - listened to a lot of the industry’s smartest marketing minds - had my first opportunity to speak on stage next to Kendra Wright and Elizabeth Reider - and after two

For listeners of Advisor Marketing Made Simple we had a quirk with yesterdays episode - it's been fixed. Tune in to hear Taylor Schulte, CFP® and I answer LIVE at Jolt this marketing question: "How do I drive predictable leads online for my firm?"

Shout out to all the advisors listening to my podcast with Taylor Schulte, CFP® “Advisor Marketing Made Simple.” A quick review means a lot to let us know you are listening, what you enjoy most, and what makes the show stand out to you. 🙏