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Experiments in Advisor Marketing

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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.

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.
More Information

Location:

United States

Description:

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.

Language:

English

Contact:

6198865505


Episodes

A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine

5/14/2019
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I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing. Steven Fox, the owner of Next Gen Financial Planning, is taking us behind the scenes into a hyper-local marketing idea he looped me in on two years ago. Fast forward to today, and this little experiment is producing some powerful results. The great thing about Steven's clever idea, and the reason I wanted to share it on this podcast, is that it can be applied to just about every city...

Duration:00:49:05

The Showdown: Blog vs. YouTube vs. Podcast

4/23/2019
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If you're a listener of the show, I’m going to assume you are either: If that sounds like you, you're in for a real treat today. I have four really special guests who have found massive success (both personally and financially) each on a different media platform. Joining me on the show today I have Jeff Rose, Roger Whitney, Kathy Longo, and Justin Castelli sharing: For all the resources, links, and show notes for this episode, go to www.taylorschulte.com/4.

Duration:00:43:15

Growth by Acquisition + Lessons Learned

3/20/2019
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As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor. I wanted to go through the process for a few reasons: In today’s episode, I share my experience as well as three really important things I learned through this process that I wanted to personally take note of in case I ever pursue this again. For all the details, links, and show notes, go to www.taylorschulte.com/3

Duration:00:38:33

The Magic of the Start Here Button

3/19/2019
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In 2017, the Start Here button on our website was responsible for over 100 introductory phone calls. For some, that might sound like a success. But, over the last couple of years, I’ve learned the hard way that the quantity of calls isn’t always most important. In the chance it helps others improve their website and avoid some of the mistakes we made when trying to turn web visitors into potential clients, I'm sharing three things today: For all the details, links, and show notes, go to...

Duration:00:26:57

Intro + Top 5 Tech and Marketing Tools

3/5/2019
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Welcome to the very first episode! In this episode, I'll be discussing the what and the why behind the Experiments in Advisor Marketing podcast and setting the stage for future episodes. I will also be sharing my top 5 tech and marketing tools that I use in my financial advisory practice. For show notes, links, and resources, please visit www.taylorschulte.com/1

Duration:00:36:25