7 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
    • 4.8, 51 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.

Customer Reviews

4.8 out of 5
51 Ratings

51 Ratings

dblonski ,

Great Content! Well done.

Love this podcast and the information. So many great ideas and as an independent Advisor it’s nice to hear what others are doing. Thanks for putting this together.

Feanor004 ,

Great Resource for any Advisor

Thanks for taking the time to put this podcast together. With so many option in terms of technology and marketing, it’s priceless to have someone share their experiences with the rest of us. Much appreciated, Taylor!

Rick Vazza ,

Great Information and Delivery

Excellent content! Any advisor with the desire to improve their customer experience will likely benefit. Keep up the great work Taylor and thank you for sharing!

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