Experiments in Advisor Marketing

By: Taylor Schulte
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  • Summary

  • 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.
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Economics Management Marketing
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Episodes
  • 5 (Critical) Improvements We Made to Our Client Meeting Process

    5 (Critical) Improvements We Made to Our Client Meeting Process
    Dec 6 2023

    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. 😊

    --- 

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    35 mins
  • 3 Lessons Learned Adding $550k of New Revenue

    3 Lessons Learned Adding $550k of New Revenue
    Apr 21 2023

    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. 

    ***

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    26 mins
  • The One Marketing Mistake to Avoid in 2023

    The One Marketing Mistake to Avoid in 2023
    Dec 6 2022

    Last chance!

    The Kitces Financial Planning Value Summit (100% virtual) is this Thursday.

    👉 Learn more and join 900+ financial advisors at the Summit.

    No boring PPT presentations. No vendors. No sponsors.

    Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning. 

    Check out the full agenda here.

    ***

    In today's episode, I'm talking about the ONE marketing mistake to avoid in 2023.

    It's the most obvious mistake to see and catch...

    ...yet also the most difficult to avoid.

    If you want to avoid this common pitfall + set yourself up for marketing success next year and beyond, this episode is for you.

    ***

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    17 mins

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