Podcast
Experiments in Advisor Marketing
Hosted by Taylor Schulte · EN
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.
10episodes
Episodes
Newest firstAll episodes
How to Create Content and Convert Prospects (Without Being Pushy)
May 22, 202500:36:13Tap to summarizeTune in for an exciting announcement! You'll also learn how to: ► Refine your marketing message ► Stand out from competition online ► Convert more of your ideal prospects (authentically) If you want to authentically grow your practice while staying true to who you are, you'll enjoy this episode. *** CRAVING MORE MARKETING CONTENT? Check out the Advisor Marketing Made Simple podcast! Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples. Whether you're new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business—without the guesswork or frustration. 👉 Listen on your favorite app now!
Transcribe →5 (Critical) Improvements We Made to Our Client Meeting Process
Dec 6, 202300:35:26Tap to summarizeLast 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
Transcribe →3 Lessons Learned Adding $550k of New Revenue
Apr 21, 202300:25:57Tap to summarizeToday 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
Transcribe →The One Marketing Mistake to Avoid in 2023
Dec 6, 202200:17:25Tap to summarizeLast 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
Transcribe →Web Accessibility, SEO, and Email Marketing
Aug 25, 202200:40:39Tap to summarizeToday 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. *** 📬 Subscribe to the Newsletter ✏️ Grab the Episode Show Notes
Transcribe →The Best Marketing Strategy
Apr 5, 202200:23:20Tap to summarizeWhat 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.
Transcribe →Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use
Oct 14, 202100:48:07Tap to summarizeToday 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
Transcribe →Advisor Marketing: What's Working, What's Not, and More!
Sep 30, 202100:28:31Tap to summarizeToday 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
Transcribe →How To Build A Marketing Funnel
May 10, 202100:26:38Tap to summarizeToday 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
Transcribe →Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces
Apr 20, 202101:02:02Tap to summarizeDo 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 nerdy financial planning skills... ...but he's also a sneaky good marketer. 🤫 And today he's joining us to dive into a marketing topic we don't talk about enough -- Client Acquisition Cost (CAC). Specifically, we cover three BIG things in this episode: Why knowing your CAC is critical to marketing success + how to calculate it Where the Lifetime Client Value (LCV) metric fits into the equation What's working right now in advisor marketing, what isn't working, and why If you're a financial advisor who wants to make more informed decisions about how + where to spend your marketing dollars, this episode is for you.
Transcribe →