31 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.

    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. 
    ***
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    ✏️ 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
    Advisor Marketing: What’s Working, What’s Not, and More!

    Advisor Marketing: What’s Working, What’s Not, and More!

    Today I’m bringing you up to speed on all the marketing things I’ve been working on since the last episode aired.
    I’m sharing:
    What’s been working What’s not working What I have up my sleeve for the rest of the year, and more! If you're ready to (finally!) get back to nerding out on marketing with me, today's episode is for you. 
    👉 Click Here for Show Notes & Resources Mentioned

    • 28 min
    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

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.

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