Kendra Wright - The Marketing Mistakes Holding Financial Advisors Back (And How to Fix Them)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kendra Wright, Founder and Chief Marketing Officer at Rebel Media Agency and co-host of Advisor Marketing Made Simple podcast. Kendra helps advisors simplify their marketing to improve their results. As the founder of Rebel Media Agency, she helps financial firms stand out, attract high-quality clients and scale sustainably—without the guesswork. Before financial services, Kendra honed her craft in the world of music marketing, working with icons like Willie Nelson, Motley Crue and Matchbox Twenty. Now, she brings a fresh perspective to the financial industry, helping advisors build brands that don’t blend in.
Tune in to hear:
What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like?
What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel?
When Kendra is looking at an advisor’s social media channels, what are some signs that their approach is effective and what are some signs that it may be missing the mark?
Why is effective marketing just as much about repelling the clients you don’t want as it is about attracting the clients you do want?
Why is it so scary to deviate from the herd and why do otherwise smart people tend to gravitate towards what seems safe and commonplace?
Are there some groups that are routinely overlooked and underserved by advisors?
Does Kendra hear pieces of conventional wisdom, around marketing, passed around the advisory community that make her cringe?
What’s the difference between social marketing that might appeal to vanity metrics, like follows, versus the kind that’s driving real revenue?
What’s the relationship and what’s the tension between strategy and tactics?
In their marketing efforts, how can advisors appeal to this behavior layer of making people feel safe?
For advisors just getting started, what’s the first step for them to build a successful firm and a successful life?
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