9 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, 62 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
62 Ratings

62 Ratings

crc3pfg ,

Super helpful!

I consider myself a pretty tech forward advisor but Taylor is dropping knowledge all over the place with this podcast. Useful and helpful information in every episode! Thanks Taylor!

Colin_O ,

Thank you!

As a fellow advisor and RIA owner, I can personally say that Taylor’s ideas & strategies work. I can’t believe this podcast is free, thank you Taylor!

Benjamin_Daniel ,

Valuable Topics & Succinct

Taylor does a great job exploring various marketing strategies both traditional (snail mail!) and nontraditional (social, voice, etc.). Succinct and helpful!

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