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Experiments in Advisor Marketing

Business & Economics Podcasts

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.

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

The Best Marketing Strategy

4/5/2022
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.

Duration:00:23:19

Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use

10/14/2021
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: 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

Duration:00:48:05

Advisor Marketing: What’s Working, What’s Not, and More!

9/30/2021
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: 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

Duration:00:28:30

How To Build A Marketing Funnel

5/10/2021
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: 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...

Duration:00:26:37

Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces

4/20/2021
Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like? 👉 Click here to register for the Kitces Digital Marketing Summit No boring PPT presentations. No vendors. No sponsors. Just successful advisory firms taking you behind the scenes and showing exactly what they're doing to reach & help more people. =========================== Today I'm joined by the one and only Michael Kitces. Yes, he's widely known for his...

Duration:01:02:01

3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021

3/23/2021
Today I'm talking about User Experience (UX). Specifically, I'm sharing: NOT If you want to get ahead of a major update Google is rolling out in May 2021 + learn some simple tips for improving your marketing, today's episode is for you.

Duration:00:46:06

How to Write and Market Press Releases (Without Hiring a PR Agency!)

1/27/2021
Today I'm talking about media and press releases. Specifically, I'm sharing: If you're a financial advisor interested in improving your media and press release strategy (without hiring a PR agency!), today's episode is for you.

Duration:00:37:58

Creating Your 2021 Marketing Plan

11/25/2020
Today I’m talking end of year marketing planning + sharing an update on my Snappy Kraken experiment. I’m also sharing a super-simple marketing template to help advisors take action. If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.

Duration:00:32:22

How to Convert Leads Into Clients

10/13/2020
The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills to add massive value to our listeners. In this episode, they're sharing how to convert leads into clients. And many of the strategies they share have directly helped me grow my revenue by over 200% in the last three years. Best of all, they don't require any uncomfortable sales tactics or fancy presentations. If you're an advisor who wants to learn how to naturally encourage leads to take action, you're...

Duration:00:31:10

A Simple (and Overlooked!) Strategy to Boost Your Website SEO

9/23/2020
Today I’m finally diving into the world of backlinks. My goal? To help financial advisor's nail down the basics around Google’s #1 search ranking signal. I’m sharing exactly what I’ve done and giving you 5 simple steps to take action. A special guest also drops by to share some tips :) If improving your SEO has been on your list and you’re not sure where to start or what to do next, you’re gonna love today's episode.

Duration:00:27:41

How to Make Customer Experience Your Best Marketing Strategy

8/11/2020
Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry. In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action. If you've joined the members-only section at taylorschulte.com, Dennis will be joining us for marketing office hours this month on Thursday, August 27th. We'll be continuing today's conversation and diving deeper into...

Duration:00:57:01

Trends With Benefits

7/31/2020
A quick reminder that discounted pricing ($15/mo) for the members-only section ends TODAY. If you want to ramp up your marketing + gain access to more marketing resources, head over to www.taylorschulte.com/subscribe. On today's bonus EIAM episode, I'm sharing an interview I recently did on the Trends With Benefits podcast hosted by Ed Lopez. We talk about how I got started in financial planning, the transition to starting my firm, and, of course, some advisor marketing :)

Duration:00:30:44

How to Grow Your Instagram From Zero to 80k+ in 18 Months

7/14/2020
Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years.‎ ‎ He didn't pay for followers.‎ ‎ He never played the "follow for follow" game.‎ ‎ And he doesn't outsource anything.‎ ‎ In this conversation, you'll learn 3 big things:‎ ‎ 1.) How and why he uses "lead and lag" metrics to fuel his growth‎ ‎ 2.) What his strategy is for hashtags + a pitfall to watch out for‎ ‎ 3.) His advice for financial advisors looking to use Instagram to...

Duration:00:59:32

A Big Announcement + Facebook Advertising, Email Subject Lines, and More!

6/30/2020
Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020. I’m also sharing: If you’re ready to ramp up your marketing and crush the second half of 2020, this episode is for you.

Duration:00:36:48

Our 5-Step Process For Writing SEO-Optimized Blog Posts

5/27/2020
Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search. Specifically, I’m sharing: I’m also going to share a quick update on my 6-month Snappy Kraken experiment...which includes an early success story!

Duration:00:32:11

Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

4/28/2020
It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publishing audio is easy. Creating a high-quality podcast with a growing base of raving fans is another story. That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt, to help me with today's episode. We cover: We also talk about best practices for recording remotely, an extremely timely topic given the state of our world. If you're a financial advisor...

Duration:01:30:08

Snappy Kraken & Prospecting in a Volatile Market

3/24/2020
Today I'm joined by Robert Sofia, founder of Snappy Kraken. We talk: If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you. For all the links and resources mentioned, visit www.taylorschulte.com/14

Duration:00:37:01

5 (More) of My Favorite Tech & Marketing Tools

2/29/2020
Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors. Get this... 26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address. Thankfully, one of our listeners shared a free tool with me to change that. I'll be sharing what it is and how I'm using it + a handful of other tech tools I've implemented in the last year. If you love using technology to save time, improve marketing...

Duration:00:37:05

Snail Mail Update + Top 3 Marketing Strategies for 2020

1/22/2020
Today I'm FINALLY sharing the results from the snail mail marketing campaign I ran last summer. I'm also going to be sharing my top three marketing strategies for 2020. These strategies are simple, effective, and apply to almost every financial advisor. So if you want to up your marketing game in 2020, you'll enjoy this episode. For all the links and resources mentioned this episode, visit www.taylorschulte.com/12

Duration:00:43:48

COI Marketing: A Proven Step-by-Step Process with Tiffany Charles

11/26/2019
I thought I knew everything I needed to know about Center of Influence (COI) marketing. And then I met Tiffany Charles. What I love most about Tiffany and her marketing strategy is that she's done the hard work to create a scalable and repeatable process. Every step of the process has an agenda. Every agenda results in an action. And every action has a follow-up plan. In today's episode, Tiffany is opening up her playbook and sharing her proven, four-step process with us. She's also...

Duration:00:57:02