34 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 • 6 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.

    5 (Critical) Improvements We Made to Our Client Meeting Process

    5 (Critical) Improvements We Made to Our Client Meeting Process

    Last chance!!!
    The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
    👉 Click here to learn more and join 1,000+ financial advisors at the Summit. 
    No boring PPT presentations. No vendors. No sponsors.
    Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
    Check out the full agenda here.
    ---
    Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
    After years of trying to implement a good, systemized review meeting process...
    ...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
    And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
    --- 
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 35 min
    3 Lessons Learned Adding $550k of New Revenue

    3 Lessons Learned Adding $550k of New Revenue

    Today I'm sharing three lessons I've learned while adding $550k of new revenue in the last 36 months.
    I'm also sharing the exact improvements we're making as a result + a new marketing tactic I'm experimenting with.
    If you're ready nerd out on some marketing with me so you can reach and help more people, today's episode is for you.
    HAVE YOU REGISTERED FOR THE UPCOMING KITCES MARKETING SUMMIT? 
    Click here to learn more and grab your pass. 
    ***
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 25 min
    The One Marketing Mistake to Avoid in 2023

    The One Marketing Mistake to Avoid in 2023

    Last chance!
    The Kitces Financial Planning Value Summit (100% virtual) is this Thursday.
    👉 Learn more and join 900+ financial advisors at the Summit.
    No boring PPT presentations. No vendors. No sponsors.
    Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning. 
    Check out the full agenda here.
    ***
    In today's episode, I'm talking about the ONE marketing mistake to avoid in 2023.
    It's the most obvious mistake to see and catch...
    ...yet also the most difficult to avoid.
    If you want to avoid this common pitfall + set yourself up for marketing success next year and beyond, this episode is for you.
    ***
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 17 min
    Web Accessibility, SEO, and Email Marketing

    Web Accessibility, SEO, and Email Marketing

    Today I’m talking about website accessibility.
    Specifically, I'm sharing:
    What web accessibility is Why it’s important How it can boost your SEO I’m also sharing an update on my email marketing strategy...
    ...including details about a new service I’ve been testing.
    If you're ready to get nerdy on all things advisor marketing today, you're going to enjoy this episode. 
    ***
    📬 Subscribe to the Newsletter
    ✏️ Grab the Episode Show Notes

    • 40 min
    The Best Marketing Strategy

    The Best Marketing Strategy

    What is the quickest path to marketing success?
    What marketing strategy has the most impact on generating new business?
    What is the best use of my time and dollars?
    If you're a financial advisor asking these same questions, today's episode is for you. 
    👉  Click here to register for the upcoming Kitces Marketing Summit on April 19th
    To view the show notes for this episode, click here.

    • 23 min
    Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use

    Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use

    Today I'm joined by Carl Richards.
    I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years.
    But today's conversation is truly unique.
    We cover:
    Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing your work in public Carl also shares step-by-step one of the most successful advisor marketing projects he's ever worked on.
    If you want to learn the tactics behind this proven marketing strategy + get over your fear of taking action, this episode is for you.
    👉 Click Here for Show Notes & Resources Mentioned

    • 48 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

REIexpert101 ,

Amazing Advisor Podcast!

Taylor’s podcast is filled with knowledge and the guests he brings on the show are phenomenal! If you’re looking for an incredible Advisor Podcast then look no further!

mryankingsley ,

Great Advisor Podcast

Just found This podcast and find it very informative and current. Keep up the great job!

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.

Top Podcasts In Business

DOAC
Shawn D. Nelson
Her First $100K
Ramsey Network
Ed Mylett | Cumulus Podcast Network
Boston Consulting Group BCG

You Might Also Like

Matthew Jarvis & Micah Shilanski, Finance Rockstars
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Michael Kitces
Blind Nil Audio
The Compound
The Compound