18 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

    • Marketing
    • 5.0, 4 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 Grow Your Instagram From Zero to 80k+ in 18 Months

    How to Grow Your Instagram From Zero to 80k+ in 18 Months

    Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years.‎

    He didn't pay for followers.‎

    He never played the "follow for follow" game.‎

    And he doesn't outsource anything.‎

    In this conversation, you'll learn 3 big things:‎

    1.) How and why he uses "lead and lag" metrics to fuel his growth‎

    2.) What his strategy is for hashtags + a pitfall to watch out for‎

    3.) His advice for financial advisors looking to use Instagram to market and grow their firm‎

    Jeremy also shares a FREE Instagram tool he coded himself + the exact spreadsheet he still uses to track his daily progress.‎

    If you want to learn tips and tricks to grow your Instagram following the right way, you're going to love this episode.

    • 59 min
    A Big Announcement + Facebook Advertising, Email Subject Lines, and More!

    A Big Announcement + Facebook Advertising, Email Subject Lines, and More!

    Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020.
    I’m also sharing:
    An update on my Snappy Kraken experiment + an important tweak to my Facebook business page Why the Start Here button is missing from my website Best practices for writing email subject lines An experiment I’m running in July with my retirement podcast A new potential application for network sites like the San Diego Financial Advisors Network If you’re ready to ramp up your marketing and crush the second half of 2020, this episode is for you.

    • 36 min
    Our 5-Step Process For Writing SEO-Optimized Blog Posts

    Our 5-Step Process For Writing SEO-Optimized Blog Posts

    Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search.
    Specifically, I’m sharing:
    How and why we leverage professional writers as a part of this process Where in the process the content gets optimized for SEO Why images are more important than you might think How we go about repurposing the content into other formats Things we can do to improve the process I’m also going to share a quick update on my 6-month Snappy Kraken experiment...which includes an early success story!

    • 32 min
    Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

    Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

    It's no secret that podcasting is REALLY popular.
    In fact, there are now over one million podcasts!
    Recording and publishing audio is easy.
    Creating a high-quality podcast with a growing base of raving fans is another story.
    That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt, to help me with today's episode.
    We cover:
    Equipment you need to host a studio-quality podcast Resources for how to DIY the editing & production process Common mistakes and pitfalls to avoid Tips for growing and marketing your podcast How to turn raving fans into clients We also talk about best practices for recording remotely, an extremely timely topic given the state of our world.
    If you're a financial advisor who wants to start a podcast or take your existing show to the next level, this episode is for you.

    • 1 hr 30 min
    Snappy Kraken & Prospecting in a Volatile Market

    Snappy Kraken & Prospecting in a Volatile Market

    Today I'm joined by Robert Sofia, founder of Snappy Kraken.
    We talk:
    How financial advisors should prospect in a volatile market What Snappy Kraken is + who is and isn't a good fit Tips for creating successful email marketing campaigns The details of a 6-month experiment I'll be running with Snappy on this podcast If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you.
    For all the links and resources mentioned, visit www.taylorschulte.com/14 

    • 37 min
    5 (More) of My Favorite Tech & Marketing Tools

    5 (More) of My Favorite Tech & Marketing Tools

    Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors.
    Get this...
    26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address.
    Thankfully, one of our listeners shared a free tool with me to change that.
    I'll be sharing what it is and how I'm using it + a handful of other tech tools I've implemented in the last year.
    If you love using technology to save time, improve marketing results, and create a better client experience, today’s episode is for you.
    For all the links and resources mentioned, visit www.taylorschulte.com/13

    • 37 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

shughes87 ,

Best advisor marketing podcast out there.

This is an incredible podcast. The strategies and tactics covered here are going to be the foundation of marketing in this business in the future. Keep up the great work.

Fellow Ontarian ,

Valuable content!

I enjoy listening to the episodes every month. I find the content valuable even across the northern border here in Canada. Thanks for sharing!

yqrwealth ,

Great podcast for advisors

Taylor does a great job of opening up all of the various marketing tools he’s used and is finding success with and how you can use them in your practice. A must listen for all advisors looking better reach existing and future clients!

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