Experiments in Advisor Marketing

130
Marketing #197

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.

Recent Episodes
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Recent Reviews
  • JSBPWA
    Highly Recommend!
    These podcasts have been invaluable! In a marketing landscape that continues to evolve, Taylor’s been generous enough to share his experience using different techniques/technology. The best part– many of the discussions are scalable and applicable to firms of all sizes. You WILL learn something regardless of firm size or AUM. Highly recommend.
  • Erik Baskin
    Amazing Value
    Hands down the best podcast out there for anyone who is looking for help in Advisor marketing. Taylor is a never ending source of knowledge!
  • The Conquer Worry Show
    For serious advisors!
    Taylor is simply the best at articulating the best practices in advisor marketing!
  • flcreme
    Best Advisor Marketing Podcast!
    Seriously, you need to listen to Taylor! He knows his stuff!
  • Monkey McGee
    Awesome podcast!
    I’m looking forward to riding along this journey with you, Taylor, and hopefully learning some valuable things along the way!
  • Matt Miner, Work Pants Finance
    Taylor’s got it goin’ on!
    I am a serial referrer to Taylor’s work at Experiments in Advisor Marketing. I can’t recommend it highly enough. Of course it’s for advisors, but anyone wanting to market personal services can benefit from what Taylor shares. Thanks Taylor for publishing your experiments so we all benefit! Matt Miner
  • B.Haze
    Great Find
    Glad to have found this podcast. Perfect for tech minded advisors looking to grow, be more efficient, and most importantly, improve client experience. For an advisor who feels the impending digital momentum wave in our industry, give it a listen. Would be great to hear experiences from advisors at bigger B/Ds and how they navigated the waters of compliance if they were able to implement many of the tools and topics that Taylor talks about.
  • Sara K*
    Super relevant content
    This podcast is a must-listen for any advisor who wants an online presence. It’s fun, fact filled, and I learn more than 1 thing every episode. It’s actually hard to listen to in the car either because my kids interrupt and I want to hear every word, or because I want to be taking notes. Thanks for putting this out there, it’s inspiring!
  • FinanceJS
    Unbiased
    Taylor provides really great nuggets of marketing wisdom, yes. However my favorite part of the podcast is that he really provides unbiased opinions about the various marketing apps/products/methods he’s discussing. If an app isn’t right or could use improvement, Taylor is not afraid to say so, even if it is a product where he has a connection with the company behind the product! This level of transparency is a welcome change from many other podcasts where advertising clearly affects the content of the podcast. If you are an advisor interested in marketing and technology, this podcast needs to be in your rotation.
  • MikeWSMorton
    Fantastic Real-World, Actionable Marketing Content
    As a solo Financial Advisor, I’m constantly looking for ideas to incorporate into my own practice. Taylor’s episodes are full of real-world experiences, the pros/cons of various approaches to give me insights into what might work for me. He gives actionable advice, which is ideal in todays fast-paced world. I love his share-everting approach and personable delivery. I highly recommend this podcast to anyone looking to learn various approaches to marketing and give you ideas on what to try in your own practice.
  • Gajnhsh
    Awesome Ideas
    Every time I listen to Taylor’s podcast I come away with new marketing ideas! Every episode has been full of useful information.
  • nikaragon
    One of my favorite podcasts
    At the intersection of financial advisors and marketing, this is one of the best! Taylor offers up not just great marketing concepts but the how to and practical tips and tools to implement.
  • hjo3086
    Immense Value!
    Taylor has a great way to lay out the effective steps to take on the marketing side of your financial advisory business. The podcast is greatly appreciated!
  • Nicholas Cupps
    So very helpful
    Taylor is a natural at podcasting and this one is probably the most helpful and informative to anyone trying to step out on their own in the investment advisory business. Thanks Taylor for your insight and honesty. Keep it up
  • pnw advisor
    Well worth your time!
    I have learned so much from Taylor over the past year listening to his podcast. I love how much he genuinely cares about helping other advisors be successful. Rather than waste your time and money paying for leads or professional coaching. Listen to this series and use the money you were going to spend implementing some of his great ideas.
  • ChefJim3535
    Love Your Pods
    Taylor. Yours was one of the first advisor podcasts I listened to. Your The Magic of The Start Here Button got me so excited. I almost fell off the treadmill. Our firm had a “Start Here” button but wasn’t using it properly. I sent our new marketing team your site and now our button is featured more prominently on our site. We are advisors. We are people people. We are not marketers or IT geeks but you have given me all sorts of great ideas. Keep up the great work! Jim
  • JOHNKEIT
    Taylor Schulte-podcast review
    What makes Taylor special is his true desire to help and serve advisors. He’s authentic and truthful, this podcast offers tremendous value for free. I’ve learned so much from him and he wants to make our industry better for advisors and clients. Taylor,job well done !!
  • keithe1966
    Taylor’s passion shows
    Taylor has obvious passion for marketing and tech. Listening helps keep me up to speed and identify ideas that may help my business.
  • Yay for this podcast!!
    Great Insights for a Podcast
    This podcast offers some great insight into marketing for financial advisors. One of my favorite parts is that it is an honest podcast. Taylor shares both his successes and his failures. He seems to be pretty darn open as well, and avoids the common practice of hiding what he is doing for fear that another advisor will steal his ideas. Overall a great show and well-worth the time.
  • Espionage 12
    One of my go to’s
    I love this podcast and have found it extremely useful as I enter the growth phase of my practice. Taylor’s content is practical and the topics are wide-ranging. A++
  • ThePeople'sAdvisor
    Just what I’ve needed
    I came across Taylor’s podcast after seeing him on a webinar with Twenty Over Ten. Being newer in the business, I’ve searched for any and all resources available to help me grow my business and make wise choices about how to allocate available marketing dollars for success. Taylor is straightforward and clear on what has and hasn’t worked, which is exactly what I’ve needed.
  • Great Podcast listen now
    Great Podcast
    I have to admit, I was skeptical. One podcast and was sold. He is genuine and knowledgeable and willing to pivot. I am a fan and recommend to any advisor starting out or 10 years in.
  • Garrett Moore
    Awesome
    Taylor Schulte is simply a good dude. Love hearing his take and straightforward advice.
  • Michael Kostelnik
    Awesome and actionable
    Great “ride-alongside” for testing new and old marketing ideas.
  • Abrexhsn
    Perfect podcast for advisors
    This podcast is exactly what every advisor needs to find creative solutions to marketing their practice. The tools and resources Taylor provides have helped me grow in my career and I highly recommend to anyone who is in the growth phase of their career.
  • Thomama
    Bootstrapping an RIA marketing plan from the ground up
    I don’t have a marketing budget. Instead, I have this podcast. I love Kitces, but I love this even more for its focus on the smaller RIA with a smaller budget and even smaller staff of one. There’s so many takeaways I usually listen to the episodes twice because I’m not always sitting listening with pencil in hand, ready to take notes. Thank you so much Taylor for everything you give to the community!
  • spaztikjohns
    Great resource for a financial planner
    This Podcast is great! I have sent a number of other advisors to this podcast. Taylor speaks clearly and communicates some fantastic ideas in a way that you can apply the process of implementing yourself. Keep up the good work.
  • Jackson W123
    Extremely Helpful & Interesting
    This podcast does not apply 100% to every advisor because everyone runs a different practice. However, the ideas and thinking involved do. The tools may be different, but Taylor is addressing the essential question of how advisors establish and grow a top notch advisory practice. What he brings is especially useful for the future of marketing in the digital age. Advisors that do not see the writing on the wall will be losing customers left and right to firms that implement similar strategies to what is discussed on this podcast. Overall, worth paying for and it’s free!
  • crossingb
    Must Listen
    This podcast is a must listen for advisors looking to grow. Each episode provides great content. It’s not the normal bland “tips” other so called marketers promote. These are steps proven to work. Taylor is a great advisor and any advisor can follow his suggestions to improve their practice and make it easier for clients to find you. I highly recommend this podcast!
  • patdar123
    Awesome podcast!
    Taylor’s podcast is really helpful not just because of the tips and ideas that he shares...the action steps and tactical advice will help you implement many of the ideas yourself. It is a must listen podcast for financial advisors...especially that run their own firm and have flexibility to pick and choose tech and marketing.
  • bennysims
    Invaluable Listen
    I enjoy listening to a number of podcasts. But this is one of the few I have found that provides concrete, actionable information to better my business. Taylor lays it all out there. He pulls back the curtain on his experiences and shares it all - both successes and failures. I find myself listening to each episode multiple times and taking notes. His approach and presentation is genuine and succinct. No wasted time here. If you want to improve your marketing prowess - whether you’re a beginner or further down the path, this is the podcast for you.
  • Andy Flattery
    It’s the most actionable advisor marketing pod
    I listen to a ton of advisor podcasts and I think this one is unique. Instead of meandering storytelling, the same topics excessively revisited, or cheerleading about your sales mindset, Schulte offers actionable ideas. He’s actually using these ideas himself and is honest about the results. There are a ton of advisors now trying to be marketing gurus and I think this podcast is the best of the group.
  • Kauviara
    Always an interesting listen
    Taylor does a really nice job of giving actionable tips alongside authentic “real talk” in all of his marketing experiments. For an advisor who wants to gather ideas and think about marketing a little different this is a must listen podcast!
  • jamiebaraldi
    Awesome and Insightful
    I listen to this podcast on the way to work every day. It is filled with insightful tips and tricks that we will be applying in my own financial practice. I would highly recommend this podcast to any advisor looking to gain a competitive edge.
  • @Jc_barton
    Great Marketing Advice
    I’ve enjoyed every episode of this podcast. Taylor always has practical advice from his own experience. He walks you through everything from your website to marketing automation. He talks about very specific services that he uses. Thanks for sharing information with us!
  • Doctor Fuego
    Awesome dude
    Taylor has the right mix of knowledge and humbleness. He doesn’t come off as a know it all and is open to learning, new ideas and admits his shortcomings and what he learned from the, in his quest to improve his practice. I wish all podcasts were like his.
  • Andrew Federico
    Must listen
    Nobody does a better job at trying make financial advisors better than Taylor!
  • zmanutd10
    Well Worth Your Time
    Marketing can be one of those things that always seems to frustrate advisors. Taylor’s show is, dare I say, a blueprint like guide in the adventure that is marketing. Not only is he willing to share anything and everything he has done (both what has and hasn’t worked), but he also approaches it through both the advisor and end user lens. The way he analyses and thinks about what a client would want to experience really brings some clarity to why the marketing is being done and what is looking to be achieved. For someone who does very little marketing I am excited to put some of his ideas to the test as well as try some of the tech he throws out there. If you’re looking for an unbiased opinion from a guy who seems to have done just about all the marketing one could think of, throw on those headphones and take this for a listen.
  • Shantyirishman
    A+ Job
    For the fiduciary that may be new to inbound marketing, Taylor does a fantastic job breaking down the process into simple and practical steps. I also appreciate how he leaves you with an action item after his podcasts. Finally, his goal of helping fiduciaries provide excellent service to more clients is admirable.
  • Chris, NY
    Chris G (Upstate NY Fin Advisor)
    Taylor is great, on trend with his work & a great resource to the advisor community. I have found each podcast to include great ideas that can be implemented to better our marketing. Well worth a listen!
  • crc3pfg
    Super helpful!
    I consider myself a pretty tech forward advisor but Taylor is dropping knowledge all over the place with this podcast. Useful and helpful information in every episode! Thanks Taylor!
  • Colin_O
    Thank you!
    As a fellow advisor and RIA owner, I can personally say that Taylor’s ideas & strategies work. I can’t believe this podcast is free, thank you Taylor!
  • Benjamin_Daniel
    Valuable Topics & Succinct
    Taylor does a great job exploring various marketing strategies both traditional (snail mail!) and nontraditional (social, voice, etc.). Succinct and helpful!
  • DBA08021802
    Great podcast for advisors
    Length is perfect and the topics are fresh. Worthy of subscription.
  • Fatkidoutoffood
    Great Start
    I look forward to more of the episodes! Great content so far.
  • dblonski
    Great Content! Well done.
    Love this podcast and the information. So many great ideas and as an independent Advisor it’s nice to hear what others are doing. Thanks for putting this together.
  • Feanor004
    Great Resource for any Advisor
    Thanks for taking the time to put this podcast together. With so many option in terms of technology and marketing, it’s priceless to have someone share their experiences with the rest of us. Much appreciated, Taylor!
  • Rick Vazza
    Great Information and Delivery
    Excellent content! Any advisor with the desire to improve their customer experience will likely benefit. Keep up the great work Taylor and thank you for sharing!
  • Skitmang
    Great podcast
    There are hundreds of not thousands of podcasts out for financial advisors. This one is straightforward and insightful.
  • Kayla Kennelly
    I always learn something new!
    Great podcast! I always find a ton of value in the topics and guests that Taylor brings to the table. There are so many podcasts out there so it’s important for me to continue listening to the ones that add value. This is one of them.
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