Experiments in Advisor Marketing

About 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.

Publisher

Taylor Schulte

Category

business · business

Language

en

Explicit

No

First episode

5 Mar 2019

Latest episode

22 May 2025

Latest episodes

1 of 35 episodes have a transcript.

1. 

   22 May 2025

   How to Create Content and Convert Prospects (Without Being Pushy)

   This episode explores how advisors refine their marketing message and authentically convert ideal prospects without being pushy, helping them grow their practice.

2. 

   6 Dec 2023

   5 (Critical) Improvements We Made to Our Client Meeting Process

   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. 😊 --- 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episode Show Notes

3. 

   21 Apr 2023

   3 Lessons Learned Adding $550k of New Revenue

   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 (https://www.kitces.com/kitces-marketing-summit/). *** 📬 Subscribe to the EIAM Newsletter (https://taylor-schulte.ck.page/marketing-newsletter) ✏️ Grab the Episode Show Notes (https://www.taylorschulte.com/32)

Inside a recent episode

Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020

Published 28 Apr 2020 · Transcript excerpt

[…] Apple is just creating a relationship between the end user and a server, a folder somewhere on the internet where that file lives. So podcast hosting creates optimized delivery of that audio content and more importantly, it is what generates the RSS feeds. Now, anybody can generate an RSS feeds and an RSS feed is what makes podcasts subscriberable. But it is a little bit technical. It is a bunch of HTML coding language and it changes. Apple updates, Spotify makes changes. All these podcast publishing platforms are going to make changes. So if you don't want to be in the business of coding and updating RSS feeds constantly, third party hosting, they take care of that for you. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

130 ratings

Spotify

4.6 / 5

7 ratings

Podcast Authority Score: 29 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

32

Social presence

0

YouTube

0

Engagement

67