Experiments in Advisor Marketing Taylor Schulte

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.
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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. 😊
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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. 
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✏️ Grab the Episode Show Notes

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.
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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.
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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. 
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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.

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