Experiments in Advisor Marketing

Experiments in Advisor Marketing

Taylor Schulte

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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 ...Read More
Most of my marketing experiments have failed. But, some have succeeded. From spending tens...Read More
Episodes (14)
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Snappy Kraken & Prospecti...

24 Mar 2020 | 37 mins 02 secs

Snappy Kraken & Pros...

24 Mar 2020 | 37 mins 02 secs

5 (More) of My Favorite T...

29 Feb 2020 | 37 mins 06 secs

5 (More) of My Favor...

29 Feb 2020 | 37 mins 06 secs

Snail Mail Update + Top 3...

22 Jan 2020 | 43 mins 49 secs

Snail Mail Update + ...

22 Jan 2020 | 43 mins 49 secs

COI Marketing: A Proven S...

26 Nov 2019 | 57 mins 03 secs

COI Marketing: A Pro...

26 Nov 2019 | 57 mins 03 secs

A Gift + Your Blogging Qu...

29 Oct 2019 | 36 mins 52 secs

A Gift + Your Bloggi...

29 Oct 2019 | 36 mins 52 secs

10 Marketing Hacks to Gen...

26 Sep 2019 | 01 hr 07 mins 05 secs

10 Marketing Hacks t...

26 Sep 2019 | 01 hr 07 mins 05 secs

Cold Emails, Tacos, and N...

14 Aug 2019 | 01 hr 18 mins 03 secs

Cold Emails, Tacos, ...

14 Aug 2019 | 01 hr 18 mins 03 secs

How to Use Tax Planning t...

16 Jul 2019 | 49 mins 05 secs

How to Use Tax Plann...

16 Jul 2019 | 49 mins 05 secs

Sonic Branding, Snail Mai...

19 Jun 2019 | 49 mins 44 secs

Sonic Branding, Snai...

19 Jun 2019 | 49 mins 44 secs

A Hyper-Local Marketing I...

14 May 2019 | 49 mins 06 secs

A Hyper-Local Market...

14 May 2019 | 49 mins 06 secs

The Showdown: Blog vs. Yo...

23 Apr 2019 | 43 mins 16 secs

The Showdown: Blog v...

23 Apr 2019 | 43 mins 16 secs

Growth by Acquisition + L...

20 Mar 2019 | 38 mins 34 secs

Growth by Acquisitio...

20 Mar 2019 | 38 mins 34 secs

The Magic of the Start He...

19 Mar 2019 | 26 mins 58 secs

The Magic of the Sta...

19 Mar 2019 | 26 mins 58 secs

Intro + Top 5 Tech and Ma...

05 Mar 2019 | 36 mins 26 secs

Intro + Top 5 Tech a...

05 Mar 2019 | 36 mins 26 secs