Experiments in Advisor Marketing

By Taylor Schulte

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Category: Marketing

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Subscribers: 10
Reviews: 0
Episodes: 34

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.

Episode Date
5 (Critical) Improvements We Made to Our Client Meeting Process
Dec 06, 2023
3 Lessons Learned Adding $550k of New Revenue
Apr 21, 2023
The One Marketing Mistake to Avoid in 2023
Dec 06, 2022
Web Accessibility, SEO, and Email Marketing
Aug 25, 2022
The Best Marketing Strategy
Apr 05, 2022
Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use
Oct 14, 2021
Advisor Marketing: What’s Working, What’s Not, and More!
Sep 30, 2021
How To Build A Marketing Funnel
May 10, 2021
Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces
Apr 20, 2021
3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021
Mar 23, 2021
How to Write and Market Press Releases (Without Hiring a PR Agency!)
Jan 27, 2021
Creating Your 2021 Marketing Plan
Nov 25, 2020
How to Convert Leads Into Clients
Oct 13, 2020
A Simple (and Overlooked!) Strategy to Boost Your Website SEO
Sep 23, 2020
How to Make Customer Experience Your Best Marketing Strategy
Aug 11, 2020
Trends With Benefits
Jul 31, 2020
How to Grow Your Instagram From Zero to 80k+ in 18 Months
Jul 14, 2020
A Big Announcement + Facebook Advertising, Email Subject Lines, and More!
Jun 30, 2020
Our 5-Step Process For Writing SEO-Optimized Blog Posts
May 27, 2020
Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020
Apr 28, 2020
Snappy Kraken & Prospecting in a Volatile Market
Mar 24, 2020
5 (More) of My Favorite Tech & Marketing Tools
Feb 29, 2020
Snail Mail Update + Top 3 Marketing Strategies for 2020
Jan 22, 2020
COI Marketing: A Proven Step-by-Step Process with Tiffany Charles
Nov 26, 2019
A Gift + Your Blogging Questions Answered
Oct 29, 2019
10 Marketing Hacks to Generate Inbound Leads Through Your Website
Sep 26, 2019
Cold Emails, Tacos, and Noah Kagan
Aug 14, 2019
How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis
Jul 16, 2019
Sonic Branding, Snail Mail Marketing, SEO, and More!
Jun 19, 2019
A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine
May 14, 2019
The Showdown: Blog vs. YouTube vs. Podcast
Apr 23, 2019
Growth by Acquisition + Lessons Learned
Mar 20, 2019
The Magic of the Start Here Button
Mar 19, 2019
Intro + Top 5 Tech and Marketing Tools
Mar 05, 2019