27 episodes

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning.

Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

Experiments in Advisor Marketing Taylor Schulte

    • Business
    • 5.0 • 2 Ratings

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning.

Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

    How To Build A Marketing Funnel

    How To Build A Marketing Funnel

    Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advisor Show.
    We expand on my recent interview with Michael Kitces and talk about three big things:
    What is a marketing funnel and how to create one Examples of marketing activities at each stage of the funnel What you can expect from the upcoming Kitces Digital Marketing Summit  If you haven’t registered for the Kitces Marketing Summit, get on it!
    The 4-hour event is this Thursday at 12pm EST, and it's followed by a community hour where we'll be joined by a special guest to help us unwind and let loose after a jam-packed day.
    To learn more and register, head over to www.taylorschulte.com/summit.
    And yes, the event is being recorded!
    So if you can’t make it live, get registered and you’ll receive the replay + all of the resources and deliverables from the event shortly after it ends.
    Lastly, if you haven’t checked out Jay’s live show and podcast for financial advisors, head over to ResilientAdvisor.com. He’s covered everything from how to market to CPAs, effective email marketing strategies, how to execute successful webinar campaigns, and more!
    👉 Click here to access the show notes for this episode

    • 26 min
    Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces

    Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces

    Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like?
    👉   Click here to register for the Kitces Digital Marketing Summit
    No boring PPT presentations. No vendors. No sponsors.
    Just successful advisory firms taking you behind the scenes and showing exactly what they're doing to reach & help more people.
    ===========================
    Today I'm joined by the one and only Michael Kitces.
    Yes, he's widely known for his nerdy financial planning skills...
    ...but he’s also a sneaky good marketer. 🤫
    And today he’s joining us to dive into a marketing topic we don't talk about enough -- Client Acquisition Cost (CAC).
    Specifically, we cover three BIG things in this episode:
    Why knowing your CAC is critical to marketing success + how to calculate it Where the Lifetime Client Value (LCV) metric fits into the equation What's working right now in advisor marketing, what isn't working, and why  If you're a financial advisor who wants to make more informed decisions about how + where to spend your marketing dollars, this episode is for you.

    • 1 hr 2 min
    3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021

    3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021

    Today I'm talking about User Experience (UX).
    Specifically, I'm sharing:
    Why UX might be the most important SEO ranking factor in 2021 Why it's important...even if you are NOT interested in digital marketing 3 UX improvements I recently made that boosted organic traffic by 5x If you want to get ahead of a major update Google is rolling out in May 2021 + learn some simple tips for improving your marketing, today's episode is for you. 

    • 46 min
    How to Write and Market Press Releases (Without Hiring a PR Agency!)

    How to Write and Market Press Releases (Without Hiring a PR Agency!)

    Today I'm talking about media and press releases.
    Specifically, I'm sharing:
    How my firm approaches our media strategy Our step-by-step process for writing + marketing press releases How these activities fit into our marketing wheel If you're a financial advisor interested in improving your media and press release strategy (without hiring a PR agency!), today's episode is for you.

    • 37 min
    Creating Your 2021 Marketing Plan

    Creating Your 2021 Marketing Plan

    Today I’m talking end of year marketing planning + sharing an update on my Snappy Kraken experiment.
    I’m also sharing a super-simple marketing template to help advisors take action.
    If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.  

    • 32 min
    How to Convert Leads Into Clients

    How to Convert Leads Into Clients

    The EIAM podcast has been hacked!
    Thankfully, the culprits used their hacking skills to add massive value to our listeners.
    In this episode, they're sharing how to convert leads into clients. 
    And many of the strategies they share have directly helped me grow my revenue by over 200% in the last three years.
    Best of all, they don't require any uncomfortable sales tactics or fancy presentations.
    If you're an advisor who wants to learn how to naturally encourage leads to take action, you're going to love today's episode. 

    • 31 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

Ben12321234 ,

Amazing Podcast

If you’re a financial Adviser or if you have a service business like accounting or law, this podcast will give you insane amounts of value and ideas to better market your services.

Taylor’s approach to everything he does is finding ways to spread your message in a non salesy, value rich way that will reward not only you but anyone who reads or interacts with your business.

This is a must listen.

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