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Experiments in Advisor Marketing

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by Taylor Schulte

4.8(137 reviews)
35 episodes
Updated Inactive
Accepts GuestsHas SponsorsLocation 🇺🇸
29

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality32
Social0
YouTube0
Engagement67
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Podcast Overview

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.

Language

🇺🇲

Publishing Since

3/5/2019

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29

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality32
Social0
YouTube0
Engagement67
Learn more
6
Excellent Areas
3
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10
Growth Opportunities
excellent
Episode Length
7 minutes
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good
Show Notes Quality
3.0/5

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Every 65 days

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Recent Episodes

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

May 22, 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.

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

December 6, 2023

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

<p>Last chance!!!</p> <p>The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW.</p> <p>👉 <strong><span style="text-decoration: underline;"><a href= "https://www.taylorschulte.com/summit" target="_blank" rel= "noopener">Click here to learn more and join 1,000+ financial advisors at the Summit</a></span></strong>. </p> <p>No boring PPT presentations. No vendors. No sponsors.</p> <p>Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects.</p> <p><strong><span style="text-decoration: underline;"><a href= "https://www.taylorschulte.com/summit" target="_blank" rel= "noopener">Check out the full agenda here</a></span></strong>.</p> <p>---</p> <p>Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process.</p> <p>After years of trying to implement a good, systemized review meeting process...</p> <p>...our team walked away from this last meeting cycle feeling like we <span style="text-decoration: underline;">FINALLY</span> found our groove and created a positive experience for both us AND our clients.</p> <p>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. 😊</p> <p>--- </p> <p>📬 <span style="text-decoration: underline;"><strong><a href= "https://taylor-schulte.ck.page/marketing-newsletter" target= "_blank" rel="noopener">Subscribe to the EIAM Newsletter</a></strong></span></p> <p>✏️ <span style="text-decoration: underline;"><strong><a href= "https://www.taylorschulte.com/33" target="_blank" rel= "noopener">Grab the Episode Show Notes</a></strong></span></p>

Episode thumbnail for 3 Lessons Learned Adding $550k of New Revenue

April 21, 2023

3 Lessons Learned Adding $550k of New Revenue

<p>Today I'm sharing three lessons I've learned while adding $550k of new revenue in the last 36 months.</p> <p>I'm also sharing the exact improvements we're making as a result + a new marketing tactic I'm experimenting with.</p> <p>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.</p> <p><strong>HAVE YOU REGISTERED FOR THE UPCOMING KITCES MARKETING SUMMIT? </strong></p> <p><a href="https://www.kitces.com/kitces-marketing-summit/" target="_blank" rel="noopener">Click here to learn more and grab your pass</a>. </p> <p>***</p> <p>📬 <a href="https://taylor-schulte.ck.page/marketing-newsletter" target="_blank" rel="noopener">Subscribe to the EIAM Newsletter</a></p> <p>✏️ <a href="https://www.taylorschulte.com/32" target="_blank" rel="noopener">Grab the Episode Show Notes</a></p>

35 total episodes available with 1 transcripts

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What is 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.

How often does this podcast release new episodes?

This podcast updates inactive.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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