Experiments in Advisor Marketing Taylor Schulte

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

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

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