Tune in for an exciting announcement! You'll also learn how to: ► Refine your marketing message ► Stand out from competition online ► Convert more of your ideal prospects (authentically) If you want to authentically grow your practice while staying true to who you are, you'll enjoy this episode. *** CRAVING MORE MARKETING CONTENT? Check out the Advisor Marketing Made Simple podcast ! Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also fe...
May 22, 2025•36 min•Ep. 34
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 proce...
Dec 06, 2023•35 min•Ep. 33
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 . *** 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episod...
Apr 21, 2023•26 min•Ep. 32
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 a...
Dec 06, 2022•17 min•Ep. 31
Today I’m talking about website accessibility. Specifically, I'm sharing: What web accessibility is Why it’s important How it can boost your SEO I’m also sharing an update on my email marketing strategy ... ...including details about a new service I’ve been testing. If you're ready to get nerdy on all things advisor marketing today, you're going to enjoy this episode. *** 📬 Subscribe to the Newsletter ✏️ Grab the Episode Show Notes...
Aug 25, 2022•41 min•Ep. 30
What is the quickest path to marketing success? What marketing strategy has the most impact on generating new business? What is the best use of my time and dollars? If you're a financial advisor asking these same questions, today's episode is for you . 👉 Click here to register for the upcoming Kitces Marketing Summit on April 19th To view the show notes for this episode, click here ....
Apr 05, 2022•23 min•Ep. 29
Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years. But today's conversation is truly unique. We cover: Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing your work in public Carl also shares step-by-step one of the most successful advisor marketing projects he's ever worked on. If you want to learn the ta...
Oct 14, 2021•48 min•Ep. 28
Today I’m bringing you up to speed on all the marketing things I’ve been working on since the last episode aired. I’m sharing: What’s been working What’s not working What I have up my sleeve for the rest of the year, and more! If you're ready to (finally!) get back to nerding out on marketing with me, today's episode is for you. 👉 Click Here for Show Notes & Resources Mentioned...
Sep 30, 2021•29 min•Ep. 27
Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advisor Show. We expand on my recent interview with Michael Kitces and talk about three big things: What is a marketing funnel and how to create one Examples of marketing activities at each stage of the funnel What you can expect from the upcoming Kitces Digital Marketing Summit If you haven’t registered for the Kitces Marketing Summit, get on it! The 4-hour event is this Thursday at 12pm EST , and it's followe...
May 10, 2021•27 min•Ep. 26
Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like? 👉 Click here to register for the Kitces Digital Marketing Summit No boring PPT presentations. No vendors. No sponsors. Just successful advisory firms taking you behind the scenes and showing exactly what they're doing to reach & help more people. =========================== Today I'm joined by the one and only Michael Kitces. Yes, he's widely known for his nerdy...
Apr 20, 2021•1 hr 2 min•Ep. 25
Today I'm talking about User Experience (UX). Specifically, I'm sharing: Why UX might be the most important SEO ranking factor in 2021 Why it's important...even if you are NOT interested in digital marketing 3 UX improvements I recently made that boosted organic traffic by 5x If you want to get ahead of a major update Google is rolling out in May 2021 + learn some simple tips for improving your marketing, today's episode is for you.
Mar 23, 2021•46 min•Ep. 24
Today I'm talking about media and press releases. Specifically, I'm sharing: How my firm approaches our media strategy Our step-by-step process for writing + marketing press releases How these activities fit into our marketing wheel If you're a financial advisor interested in improving your media and press release strategy (without hiring a PR agency!), today's episode is for you.
Jan 27, 2021•38 min•Ep. 23
Today I’m talking end of year marketing planning + sharing an update on my Snappy Kraken experiment. I’m also sharing a super-simple marketing template to help advisors take action. If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.
Nov 25, 2020•32 min•Ep. 22
The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills to add massive value to our listeners. In this episode, they're sharing how to convert leads into clients. And many of the strategies they share have directly helped me grow my revenue by over 200% in the last three years . Best of all, they don't require any uncomfortable sales tactics or fancy presentations. If you're an advisor who wants to learn how to naturally encourage leads to take action, you're going t...
Oct 13, 2020•31 min•Ep. 21
Today I’m finally diving into the world of backlinks. My goal? To help financial advisor's nail down the basics around Google’s #1 search ranking signal. I’m sharing exactly what I’ve done and giving you 5 simple steps to take action. A special guest also drops by to share some tips :) If improving your SEO has been on your list and you’re not sure where to start or what to do next, you’re gonna love today's episode.
Sep 23, 2020•28 min•Ep. 20
Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry. In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action. If you've joined the members-only section at taylorschulte.com , Dennis will be joining us for marketing office hours this month on Thursday, August 27th. We'll be continuing today's conversation and diving deeper into actionable stra...
Aug 11, 2020•57 min•Ep. 19
A quick reminder that discounted pricing ($15/mo) for the members-only section ends TODAY . If you want to ramp up your marketing + gain access to more marketing resources, head over to www.taylorschulte.com/subscribe . On today's bonus EIAM episode, I'm sharing an interview I recently did on the Trends With Benefits podcast hosted by Ed Lopez. We talk about how I got started in financial planning, the transition to starting my firm, and, of course, some advisor marketing :)...
Jul 31, 2020•30 min
Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years. He didn't pay for followers. He never played the "follow for follow" game. And he doesn't outsource anything. In this conversation, you'll learn 3 big things: 1.) How and why he uses "lead and lag" metrics to fuel his growth 2.) What his strategy is for hashtags + a pitfall to watch out for 3.) His advice for financial advisors looking to use Instagram to market and grow th...
Jul 14, 2020•1 hr•Ep. 18
Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020. I’m also sharing: An update on my Snappy Kraken experiment + an important tweak to my Facebook business page Why the Start Here button is missing from my website Best practices for writing email subject lines An experiment I’m running in July with my retirement podcast A new potential application for network sites like the San Dieg...
Jun 30, 2020•37 min•Ep. 17
Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search. Specifically, I’m sharing: How and why we leverage professional writers as a part of this process Where in the process the content gets optimized for SEO Why images are more important than you might think How we go about repurposing the content into other formats Things we can do to improve the process I’m also going to share a quick update on my 6-month Snappy Kraken experiment......
May 27, 2020•32 min•Ep. 16
It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publishing audio is easy. Creating a high-quality podcast with a growing base of raving fans is another story. That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt , to help me with today's episode. We cover: Equipment you need to host a studio-quality podcast Resources for how to DIY the editing & production process Common mistakes and pitfalls to avoid Tips...
Apr 28, 2020•1 hr 30 min•Ep. 15
Today I'm joined by Robert Sofia, founder of Snappy Kraken. We talk: How financial advisors should prospect in a volatile market What Snappy Kraken is + who is and isn't a good fit Tips for creating successful email marketing campaigns The details of a 6-month experiment I'll be running with Snappy on this podcast If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you. For all the links and resource...
Mar 24, 2020•37 min•Ep. 14
Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors. Get this... 26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address. Thankfully, one of our listeners shared a free tool with me to change that. I'll be sharing what it is and how I'm using it + a handful of other tech tools I've implemented in the last year. If you love using technology to save time, improve marketing results, and cr...
Feb 29, 2020•37 min•Ep. 13
Today I'm FINALLY sharing the results from the snail mail marketing campaign I ran last summer. I'm also going to be sharing my top three marketing strategies for 2020. These strategies are simple, effective, and apply to almost every financial advisor. So if you want to up your marketing game in 2020, you'll enjoy this episode. For all the links and resources mentioned this episode, visit www.taylorschulte.com/12...
Jan 22, 2020•44 min•Ep. 12
I thought I knew everything I needed to know about Center of Influence (COI) marketing. And then I met Tiffany Charles. What I love most about Tiffany and her marketing strategy is that she's done the hard work to create a scalable and repeatable process. Every step of the process has an agenda. Every agenda results in an action. And every action has a follow-up plan. In today's episode, Tiffany is opening up her playbook and sharing her proven, four-step process with us. She's also sharing: COI...
Nov 26, 2019•57 min•Ep. 11
In today's episode, I share information about a simple financial planning tool I built that you can download for free. Then, I'm tackling three really good listener questions I've recently received: 1.) Where is the best place to host my blog? On my firm website? Or on a standalone website with a different name and domain? 2.) How can I launch a well-designed blog from scratch without spending thousands of dollars? 3.) What tips do you have for finding content to write about that consumers are r...
Oct 29, 2019•37 min•Ep. 10
In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of those potential clients were not a good fit for our firm. Over the last two years, we worked hard to refine our process, get clear about who we do our best work with, and improve the quality of the calls getting scheduled through our site. Today, I'm sharing my 10 favorite tips for improving organic traffic to your website and turning web visitors into potential clients. I'm also ...
Sep 26, 2019•1 hr 7 min•Ep. 9
Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. In short, if you are a fan of this show, you are going to love what we are building. We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth discussions with peers, and more. Follow this link to learn more: www.taylorschulte.com/community On today’s show, we are talking about cold emailing. Specifically: Why cold emails are usef...
Aug 14, 2019•1 hr 18 min•Ep. 8
The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms. Matt has built a wildly successful advisory firm, generating seven figures in annual revenue while taking more than 200 days out of the office in 2018. Spending half the year outside the office doesn't interest me, but I have been obsessed with Matt's story since he appeared on Michael Kitces' podcast. He has become a friend, coach, and mentor and I...
Jul 16, 2019•49 min•Ep. 7
In today's episode, I’m sharing four things I have been working on recently: Sonic branding. How we all can up our audio and video marketing to stand out in a noisy content world. Back to basics marketing. All the details of a snail marketing experiment we will be deploying this summer. Blog/website page optimization. The exact steps I take with each blog post to help improve its organic search visibility. A lesson in repurposing content. How a recent podcast episode became the cover story for a...
Jun 19, 2019•50 min•Ep. 6
