34 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 • 130 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.

    5 (Critical) Improvements We Made to Our Client Meeting Process

    5 (Critical) Improvements We Made to Our Client Meeting Process

    Last chance!!!
    The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.
    👉 Click here to learn more and join 1,000+ financial advisors at the Summit. 
    No boring PPT presentations. No vendors. No sponsors.
    Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.
    Check out the full agenda here.
    ---
    Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.
    After years of trying to implement a good, systemized review meeting process...
    ...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients.
    And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it’s still safe to say that we’re still talking some marketing today. 😊
    --- 
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 35 min
    3 Lessons Learned Adding $550k of New Revenue

    3 Lessons Learned Adding $550k of New Revenue

    Today I'm sharing three lessons I've learned while adding $550k of new revenue in the last 36 months.
    I'm also sharing the exact improvements we're making as a result + a new marketing tactic I'm experimenting with.
    If you're ready nerd out on some marketing with me so you can reach and help more people, today's episode is for you.
    HAVE YOU REGISTERED FOR THE UPCOMING KITCES MARKETING SUMMIT? 
    Click here to learn more and grab your pass. 
    ***
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 25 min
    The One Marketing Mistake to Avoid in 2023

    The One Marketing Mistake to Avoid in 2023

    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.
    ***
    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.
    ***
    📬 Subscribe to the EIAM Newsletter
    ✏️ Grab the Episode Show Notes

    • 17 min
    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

Customer Reviews

4.8 out of 5
130 Ratings

130 Ratings

JSBPWA ,

Highly Recommend!

These podcasts have been invaluable! In a marketing landscape that continues to evolve, Taylor’s been generous enough to share his experience using different techniques/technology. The best part– many of the discussions are scalable and applicable to firms of all sizes. You WILL learn something regardless of firm size or AUM. Highly recommend.

Erik Baskin ,

Amazing Value

Hands down the best podcast out there for anyone who is looking for help in Advisor marketing. Taylor is a never ending source of knowledge!

The Conquer Worry Show ,

For serious advisors!

Taylor is simply the best at articulating the best practices in advisor marketing!

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