Craft on Tap, Growth Marketing for RIAs – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Craft on Tap, Growth Marketing for RIAs

Craft Impact

Business & Entrepreneuriat

Fréquence : 1 épisode/11j. Total Éps: 33

Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact

Lire plusRéduire

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇺🇸 États-Unis - marketing
01/05/2026
#97
🇺🇸 États-Unis - marketing
30/04/2026
#85
🇨🇦 Canada - marketing
16/03/2026
#69
🇨🇦 Canada - marketing
15/03/2026
#53
🇨🇦 Canada - marketing
17/02/2026
#87
🇺🇸 États-Unis - marketing
11/02/2026
#93
🇺🇸 États-Unis - marketing
10/02/2026
#89
🇺🇸 États-Unis - marketing
09/02/2026
#89
🇺🇸 États-Unis - marketing
08/02/2026
#70
🇺🇸 États-Unis - marketing
02/02/2026
#78

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 42%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Why Google Reviews still matter for your RIA (and how to get more) | Ep 24

Épisode 24

lundi 26 janvier 2026 • Durée 32:52

Is your firm's Google profile helping or ruining your first impression?

Stephen Beach and Faustin Weber give real examples of why & how Google Reviews remain a make-or-break marketing asset for financial advisory firms. Plus, they share practical ways to build yours up without running into compliance issues.

We cover:

Why Google is still the gateway for prospects checking out your firm (even in the age of AI)
How star ratings influence both Google Search and LLMs like ChatGPT
Compliance-friendly approaches to soliciting reviews from your clients
Simple systems to bake review requests into your existing client meetings
What to do if you have negative reviews dragging down your profile

⏱️ Timestamps:

(0:00) Welcome & why Google Reviews matter

(2:15) How prospects use Google to validate referrals

(3:45) The impact of reviews on search rankings and AI results

(5:30) Real examples: negative reviews and first impressions

(8:00) How ChatGPT and other LLMs use Google Review data

(12:00) Compliance-friendly strategies to request reviews

(16:00) Building review requests into your client service process

(19:30) Multi-email follow-up campaigns that work

(22:00) Repurposing Google Reviews on your website

(25:00) Managing multiple office locations and Google Profiles

(28:00) Optimizing your Google Business Profile beyond reviews

Whether you're starting from zero reviews or trying to offset a few old blemishes on your profile, this episode gives you a practical playbook for turning Google Reviews into a marketing asset that works for your firm.

Craft Impact is a growth marketing agency that helps financial advisors reach their AUM goals through strategic marketing.

Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠Craft on Tap on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠and learn more about our growth marketing services at ⁠⁠⁠⁠⁠⁠⁠⁠craftimpact.com

Lire plusRéduire

LinkedIn growth hacks for financial advisors (2026) | Ep 23

Épisode 23

mercredi 17 décembre 2025 • Durée 59:50

Is your LinkedIn strategy falling behind the platform's latest changes?

In this latest Craft on Tap Podcast episode, Stephen Beach and Faustin Weber discuss what's working (and what's not) on LinkedIn heading into 2026, including practical tips that independent financial advisors can implement right away.

We cover:

Why LinkedIn reduced organic reach and what you can do about it

The commenting strategy that beats posting (yes, really)

How to use the "Waffle House/Walmart" approach to grow your following

Profile optimization fundamentals that most advisors miss

The marketing waiting room vs. sales waiting room framework for content

Current LinkedIn algorithm insights from November 2025

Best practices for posting frequency, timing, and format

How to determine if LinkedIn should even be a priority channel for your target audience

⏱️ Timestamps:

(03:25) Why LinkedIn is still the best platform for certain audiences

(08:05) Using Spark Toro to identify where your audience actually lives online

(12:00) Profile optimization fundamentals (follow first, headline, banner)

(17:15) The "15-minute Friday" strategy for growing your network

(26:40) The power of commenting over posting

(27:45) The "Waffle House/Walmart" commenting strategy explained

(37:05) What to post on personal vs company accounts

(39:10) Marketing waiting room vs sales waiting room content

(46:40) Post timing, frequency, and format best practices

Personal vs firm branding: what should advisors focus on? | Ep 14

Épisode 14

vendredi 15 août 2025 • Durée 37:51

Should financial advisors focus on personal branding or firm branding?

The answer depends on your firm's size, goals, and growth stage.

In this episode of the Craft On Tap Podcast, Stephen Beach and Faustin Weber discuss this common marketing dilemma.

They cover:

Which accounts get better engagement, personal vs company
What smaller advisors should focus on
How to blend firm & personal branding
Specific “what to post” ideas for LinkedIn company vs personal accounts

Timestamps:

(0:00) Introduction: The LinkedIn posting dilemma

(2:14) What gets the most engagement?

(8:40) - Smaller advisors should focus on personal brand

(10:35) Survey data on the importance of personal branding

(13:00) Scaling practices need to weave in building the firm's brand

(18:25) Real client case study: Personal Substack creating leads for firm

(24:00) How to integrate personal & firm branding on a practical level

(28:40) Scaling strategy for larger firms

(34:43) SEO considerations for personal branding & bio pages

We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com

How do I show up in AI search results for LLMs like ChatGPT? | Ep 13

Épisode 13

jeudi 31 juillet 2025 • Durée 44:21

Should you panic about AI search optimization? Are your prospects really finding financial advisors through ChatGPT?

Stephen Beach and Faustin Weber discuss the rapidly evolving world of AI search and its implications for financial advisory firms.

We cover:

Why Google's AI overview "alligator effect" is crushing traditional website traffic.

The 6-step GEO (Generative Engine Optimization) framework that works.

Why Reddit gets cited 25% of the time in ChatGPT responses.

⏱️ Timestamps:

(0:00) Welcome & the AI search overview

(2:10) The "alligator effect" destroying traditional search traffic

(4:45) Real client data: AI search leads are increasing (but should you panic?)

(8:15) The two types of people using AI search and why it matters

(11:45) Why only 1% of people click AI search citations

(15:20) The 6-step framework for showing up in AI search results

(23:00) E-E-A-T methodology: Experience, Expertise, Authority, Trust

(31:00) Why content distribution across multiple channels is critical

(37:10) Reddit and YouTube: The secret weapons for AI citations

(41:50) Practical steps you can take today (without abandoning what works)

Before you restructure your entire marketing strategy around AI search, listen to this reality check on what's working for financial advisory firms right now.

#FinancialAdvisors #AISearch #SEO #ChatGPT #RIAMarketing #GEO

How do I grow my firm from $85M to $150M?| Ep 12

Épisode 12

jeudi 24 juillet 2025 • Durée 31:59

Find out more about what we do: https://www.craftimpact.com/

Stephen Beach and Faustin Weber discuss a real listener question: "We have a wealth management firm that services individuals and families. We need a marketing plan to scale from $85 million AUM to $150 million AUM in five years."

In this episode:

How to segment your existing client base to identify your ideal niche
The spectrum of positioning strategies (from adding a niche page to going all-in)
Why you need to research where your target audience lives online
Growth hacking strategies to break into new communities and audiences
How to provide value to influencers and community moderators to gain access
Real examples of what works (and what doesn't) when targeting specific niches

⏱️ Timestamps:

(0:00) Welcome & The $75M to $150M Challenge

(1:41) Step One: Segment Your Current Client Base by Personas

(4:09) Marketing to Your Clients Before Marketing to Strangers

(4:41) Choosing Your Primary Avatar and Testing Multiple Niches

(10:15) The Positioning Spectrum: From Niche Pages to Full Commitment

(15:12) Social Media Strategy Without Alienating Current Clients

(17:10) Finding Your Audience: Where Do They Actually Consume Content?

(19:40) Using AI Tools to Research Community Questions and Challenges

(21:00) Thinking From the Buyer's Perspective: Standing Out from Competition

(23:00) Growth Hacking Your Way to Awareness

(25:45) Real Case Study: The Dentist Niche That Struggled

(29:00) COI Marketing Beyond Traditional Referral Partners

(30:00) How to Approach Influencers and Community Leaders

How does your team handle copywriting & capturing my firm’s brand voice? | Ep 11

Épisode 11

mercredi 16 juillet 2025 • Durée 15:42

Stephen Beach and Faustin Weber answer the question"How can you write compelling copy about complex financial topics when you're not financial experts yourselves?"

And how do you capture my firm’s brand voice in terms of style and tone?

In this episode, we break down:

The interview-based copywriting approach that extracts your expertise efficiently
Why hiring good writers who can write simply and persuasively is step one
How messaging guides and brand workshops capture your firm's unique voice
The role of AI tools like Claude and ChatGPT in our copywriting process
Brand voice worksheets that help position your firm on the spectrum from serious to playful
Real examples of how we've gotten better at financial copywriting over 5+ years

⏱️ Timestamps:

(0:00) Welcome & The Copywriting Challenge for Non-Experts

(1:49) Step One: Hiring Good Writers Who Can Write Simply & Persuasively

(6:11) The Interview-Based Copywriting Process

(7:20) How AI Tools Enhance Our Copywriting Workflow

(10:01) The Comprehensive Messaging Guide Development

(11:34) Brand Voice Worksheets: From Traditional to Progressive

(13:23) Determining Your Firm's Tone: Serious vs. Playful

(14:20) When We Need Extra Subject Matter Expertise

(15:07) Conclusion

We've been refining this approach since 2012, working with financial advisors to create copy that's both technically accurate and compelling. Subscribe to Craft on Tap on YouTube and learn more about our services at

Running Paid Ads to Generate Leads (Don't Get Scammed) | Ep 10

Épisode 10

vendredi 11 juillet 2025 • Durée 43:31

Stephen Beach and Faustin Weber tackle the burning question every financial advisor asks: "Should I run paid ads to generate leads?" Spoiler alert: probably not.

In this episode, we break down:

The real reason advisors want to run paid ads (and what to focus on instead)
Why clients with $1M+ assets usually don't Google "financial advisor near me"
The case study of Pure Financial spending $10 million with Smart Asset
When paid ads actually make sense (hint: it's very specific)
How to avoid getting scammed by marketing agencies promising guaranteed leads

⏱️ Timestamps:

(0:00) Welcome & Intro

(0:40) The Real Reason Advisors Want Paid Ads

(2:29) Different Types of Paid Ads & Platforms

(6:05) The Three Types of Ads Explained

(11:00) Why $1M+ Clients Don't Google "Financial Advisor Near Me"

(14:54) Case Study: Pure Financial & Smart Asset

(18:16) High Failure Rate & Infrastructure Needed for Paid Ads

(24:15) Avoiding Marketing Agency Scams

(28:05) When Paid Ads Do Make Sense

(33:43) Paid Ads as One Element of a Holistic Strategy

(40:50) Conclusion

We've spent years and thousands of dollars testing paid ads so you don't have to. This episode will save you time, money, and frustration.

Lire plusRéduire

Are financial advisor awards worth it? | Ep 9

Épisode 9

vendredi 27 juin 2025 • Durée 19:41

What to do when you see another "congratulations, you’ve made the list!" email.

Stephen Beach and Faustin Weber tackle one of the most common questions they get from financial advisors: are these industry awards actually worth paying for?

We break down:

• How to evaluate which awards are worth the investment vs. money grabs

• Key questions to ask before paying any licensing fees

• Smart strategies for maximizing awards once you've invested

Timestamps:

(1:31) Why the award business model threw us off at first

(3:04) The key question: will your target audience recognize this brand?

(5:18) Interviewing clients as a way to verify an award’s value

(7:09) Am I actually proud to share this award?

(8:15) Pricing structure

(9:35) Award longevity and timing considerations

(12:54) How to maximize your investment with a solid announcement plan

(17:00) Compliance considerations and SEC audit implications

#FinancialAdvisors #RIAMarketing

Lire plusRéduire

Email Marketing Strategy for Financial Advisors: Beyond the Blast | Ep 8

Saison 1 · Épisode 1

mardi 17 juin 2025 • Durée 53:53

Are you sending email "blasts" to your entire contact list and wondering why you're not getting results?

In this episode, Steven Beach and Faustin Weber discuss email marketing that works, plus tips you can incorporate into your email strategy now.

We cover:

• The critical importance of list segmentation for RIAs

• What content to send to clients vs. prospects vs. old leads

• Email nurturing strategies that actually move prospects through your pipeline

• Common technical mistakes that hurt your deliverability rates

⏱️ Timestamps:

(0:00) Welcome & summer break struggles for working parents

(2:30) Why email marketing still matters in 2025

(4:45) The foundation: How to properly segment your contact lists

(12:15) What to send your current clients (beyond market commentary)

(17:46) Structuring your emails for engagement

(23:20) What to send to your old prospects and cold lists

(27:20) The goal: Staying top of mind for future catalysts

(33:12) Rapid-fire email best practices

(41:25) Lead nurturing for active pipeline prospects

(48:45) Strategies for following up without being pushy

(50:55) Final thoughts on building systematic email workflows

Whether you're just starting with email marketing or looking to improve your current approach, this episode gives you practical frameworks for turning your contact database into a growth engine for your financial advisory practice.

#FinancialAdvisors #EmailMarketing #RIAMarketing #LeadNurturing #CraftImpact

Should financial advisors use AI video avatars? | Ep 7

Épisode 7

mardi 3 juin 2025 • Durée 12:54

Are AI video avatars the future of financial advisor marketing? In this special debate episode, Stephen Beach and Faustin Weber dive into the controversial topic of AI-driven avatars for video marketing.

⏱️ Timestamps:

(0:00) Introduction to AI avatars in financial marketing

(1:08) Faustin's perspective: Why AI avatars might harm trust

(2:15) Stephen plays devil's advocate: Can clients tell the difference?

(5:02) The importance of internal brand alignment

(7:34) Authenticity vs. polish in video marketing

(11:35) The rise of easy-to-use video marketing tools

#FinancialAdvisors #AIAvatars #VideoMarketing #CraftImpact

Lire plusRéduire

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à Craft on Tap, Growth Marketing for RIAs. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !

À propos Méthodologie Contact Me soutenir Politique de confidentialité

Craft on Tap, Growth Marketing for RIAs – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other13

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other13

Youtube2

LinkedIn1