22 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
    • 4.9 • 117 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 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
    A Simple (and Overlooked!) Strategy to Boost Your Website SEO

    A Simple (and Overlooked!) Strategy to Boost Your Website SEO

    Today I’m finally diving into the world of backlinks.
    My goal?
    To help financial advisor's nail down the basics around Google’s #1 search ranking signal.
    I’m sharing exactly what I’ve done and giving you 5 simple steps to take action.
    A special guest also drops by to share some tips :) 
    If improving your SEO has been on your list and you’re not sure where to start or what to do next, you’re gonna love today's episode.

    • 27 min
    How to Make Customer Experience Your Best Marketing Strategy

    How to Make Customer Experience Your Best Marketing Strategy

    Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry.
    In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action.
    If you've joined the members-only section at taylorschulte.com, Dennis will be joining us for marketing office hours this month on Thursday, August 27th. 
    We'll be continuing today's conversation and diving deeper into actionable strategies advisors can adopt to improve their customer experience.

    • 57 min
    Trends With Benefits

    Trends With Benefits

    A quick reminder that discounted pricing ($15/mo) for the members-only section ends TODAY. 
    If you want to ramp up your marketing + gain access to more marketing resources, head over to www.taylorschulte.com/subscribe.
    On today's bonus EIAM episode, I'm sharing an interview I recently did on the Trends With Benefits podcast hosted by Ed Lopez.
    We talk about how I got started in financial planning, the transition to starting my firm, and, of course, some advisor marketing :)

    • 30 min
    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

Customer Reviews

4.9 out of 5
117 Ratings

117 Ratings

Monkey McGee ,

Awesome podcast!

I’m looking forward to riding along this journey with you, Taylor, and hopefully learning some valuable things along the way!

Matt Miner, Life Meets Money ,

Taylor’s got it goin’ on!

I am a serial referrer to Taylor’s work at Experiments in Advisor Marketing. I can’t recommend it highly enough. Of course it’s for advisors, but anyone wanting to market personal services can benefit from what Taylor shares. Thanks Taylor for publishing your experiments so we all benefit! Matt Miner

B.Haze ,

Great Find

Glad to have found this podcast. Perfect for tech minded advisors looking to grow, be more efficient, and most importantly, improve client experience. For an advisor who feels the impending digital momentum wave in our industry, give it a listen. Would be great to hear experiences from advisors at bigger B/Ds and how they navigated the waters of compliance if they were able to implement many of the tools and topics that Taylor talks about.

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