Explorez tous les épisodes du podcast Experiments in Advisor Marketing
| Titre | Date | Durée | |
|---|---|---|---|
| How to Create Content and Convert Prospects (Without Being Pushy) | 22 May 2025 | 00:36:13 | |
Tune 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. | |||
| 5 (Critical) Improvements We Made to Our Client Meeting Process | 06 Dec 2023 | 00:35:26 | |
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. 😊 --- | |||
| 3 Lessons Learned Adding $550k of New Revenue | 21 Apr 2023 | 00:25:57 | |
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. *** | |||
| The One Marketing Mistake to Avoid in 2023 | 06 Dec 2022 | 00:17:25 | |
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. *** | |||
| Web Accessibility, SEO, and Email Marketing | 25 Aug 2022 | 00:40:39 | |
Today I’m talking about website accessibility. Specifically, I'm sharing:
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. *** | |||
| The Best Marketing Strategy | 05 Apr 2022 | 00:23:20 | |
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. | |||
| Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use | 14 Oct 2021 | 00:48:07 | |
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. | |||
| Advisor Marketing: What’s Working, What’s Not, and More! | 30 Sep 2021 | 00:28:31 | |
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. | |||
| How To Build A Marketing Funnel | 10 May 2021 | 00:26:38 | |
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:
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! | |||
| Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces | 20 Apr 2021 | 01:02:02 | |
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 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:
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. | |||
| 3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021 | 23 Mar 2021 | 00:46:08 | |
Today I'm talking about User Experience (UX). Specifically, I'm sharing:
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. | |||
| How to Write and Market Press Releases (Without Hiring a PR Agency!) | 27 Jan 2021 | 00:37:59 | |
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. | |||
| Creating Your 2021 Marketing Plan | 25 Nov 2020 | 00:32:23 | |
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. | |||
| How to Convert Leads Into Clients | 13 Oct 2020 | 00:31:11 | |
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 going to love today's episode. | |||
| A Simple (and Overlooked!) Strategy to Boost Your Website SEO | 23 Sep 2020 | 00:27:41 | |
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. | |||
| How to Make Customer Experience Your Best Marketing Strategy | 11 Aug 2020 | 00:57:02 | |
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 actionable strategies advisors can adopt to improve their customer experience. | |||
| Trends With Benefits | 31 Jul 2020 | 00:30:15 | |
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 :) | |||
| How to Grow Your Instagram From Zero to 80k+ in 18 Months | 14 Jul 2020 | 00:59:33 | |
Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years. | |||
| A Big Announcement + Facebook Advertising, Email Subject Lines, and More! | 30 Jun 2020 | 00:36:49 | |
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. | |||
| Our 5-Step Process For Writing SEO-Optimized Blog Posts | 27 May 2020 | 00:32:12 | |
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! | |||
| Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020 | 28 Apr 2020 | 01:30:09 | |
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 who wants to start a podcast or take your existing show to the next level, this episode is for you. | |||
| Snappy Kraken & Prospecting in a Volatile Market | 24 Mar 2020 | 00:37:02 | |
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 | |||
| 5 (More) of My Favorite Tech & Marketing Tools | 29 Feb 2020 | 00:37:06 | |
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 results, and create a better client experience, today’s episode is for you. For all the links and resources mentioned, visit www.taylorschulte.com/13 | |||
| Snail Mail Update + Top 3 Marketing Strategies for 2020 | 22 Jan 2020 | 00:43:49 | |
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 | |||
| COI Marketing: A Proven Step-by-Step Process with Tiffany Charles | 26 Nov 2019 | 00:57:03 | |
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 sharing:
For all the links and resources mentioned this episode, visit www.taylorschulte.com/11 | |||
| A Gift + Your Blogging Questions Answered | 29 Oct 2019 | 00:36:52 | |
In today's episode, I share information about a simple financial planning tool I built that you can download for free. Then, I'm tackling three really good listener questions I've recently received: 1.) Where is the best place to host my blog? On my firm website? Or on a standalone website with a different name and domain? 2.) How can I launch a well-designed blog from scratch without spending thousands of dollars? 3.) What tips do you have for finding content to write about that consumers are regularly searching for? As a bonus, I'm sharing a few pitfalls to watch out for when trying to optimize your blog for SEO. For all the links and resources mentioned this episode, visit www.taylorschulte.com/10 | |||
| 10 Marketing Hacks to Generate Inbound Leads Through Your Website | 26 Sep 2019 | 01:07:05 | |
In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of those potential clients were not a good fit for our firm. Over the last two years, we worked hard to refine our process, get clear about who we do our best work with, and improve the quality of the calls getting scheduled through our site. Today, I'm sharing my 10 favorite tips for improving organic traffic to your website and turning web visitors into potential clients. I'm also sharing how you can avoid making the same mistakes I did and why your focus should be on quality and not quantity. For the links and resources mentioned in this episode, visit www.taylorschulte.com/9 | |||
| Cold Emails, Tacos, and Noah Kagan | 14 Aug 2019 | 01:18:03 | |
Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. In short, if you are a fan of this show, you are going to love what we are building. We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth discussions with peers, and more. Follow this link to learn more: www.taylorschulte.com/community On today’s show, we are talking about cold emailing. Specifically:
For the links and resources mentioned in this episode, visit www.taylorschulte.com/8 | |||
| How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis | 16 Jul 2019 | 00:49:05 | |
The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms. Matt has built a wildly successful advisory firm, generating seven figures in annual revenue while taking more than 200 days out of the office in 2018. Spending half the year outside the office doesn't interest me, but I have been obsessed with Matt's story since he appeared on Michael Kitces' podcast. He has become a friend, coach, and mentor and I've learned through our time together that much of his success can be attributed to adding massive value to prospective and existing clients through tax planning. In this episode, we discuss:
For all the links and resources mentioned in this episode, visit www.taylorschulte.com/7 | |||
| Sonic Branding, Snail Mail Marketing, SEO, and More! | 19 Jun 2019 | 00:49:44 | |
In today's episode, I’m sharing four things I have been working on recently:
As a bonus, I'm also sharing an easy-to-implement hack I use to mitigate FOMO and avoid feeling overwhelmed about marketing. For the links and resources mentioned in this episode, visit www.taylorschulte.com/6 | |||
| A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine | 14 May 2019 | 00:49:06 | |
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 and by any advisor. With Steven's help, we are going to be sharing four things in today's episode:
For all of the notes, resources, and links mentioned in this episode, go to www.taylorschulte.com/5 | |||
| The Showdown: Blog vs. YouTube vs. Podcast | 23 Apr 2019 | 00:43:16 | |
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. | |||
| Growth by Acquisition + Lessons Learned | 20 Mar 2019 | 00:38:34 | |
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 | |||
| The Magic of the Start Here Button | 19 Mar 2019 | 00:26:58 | |
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 www.taylorschulte.com/2 | |||
| Intro + Top 5 Tech and Marketing Tools | 05 Mar 2019 | 00:36:26 | |
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
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