Experiments in Advisor Marketing
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.
Episodes
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.
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CRAVING MORE MARKETING CONTENT?
Check out the Advisor Marketing Made Simple podcast!
Every Wednesday, we discuss successful marketing ...
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.
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?
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 ...
Today 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.
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...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?
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:
- 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 Read more
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:
- 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.
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:
- 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...
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'...
Today I'm talking about User Experience (UX).
Specifically, I'm sharing:
- Why UX might be the most important SEO ranking factor in 2021
- Why it's important...even if you are NOT interested in digital marketing
- 3 UX improvements I recently made that boosted organic traffic by 5x
If you want to get ahead of a major update Google is rolling out in May 2021 + learn some simple ...
Today I'm talking about media and press releases.
Specifically, I'm sharing:
- How my firm approaches our media strategy
- Our step-by-step process for writing + marketing press releases
- How these activities fit into our marketing wheel
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.
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.
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 lear...
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.
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 conti...
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 fina...
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 ...
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:
- An update on my Snappy Kraken experiment + an important tweak to my Facebook business page
- Why the Start Here button is missing from my website
- Best practices for writing email subject lines
- An experiment I’m running in July with my retirement p...
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:
- How and why we leverage professional writers as a part of this process
- Where in the process the content gets optimized for SEO
- Why images are more important than you might think
- How we go about repurposing the content into other formats
- Things we can do to improve the process
I’m ...
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