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Taylor Schulte
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.
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Ratings & Reviews
4.8 stars from 136 ratings
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...Read full review »
JSBPWA via Apple Podcasts · United States of America · 05/03/22
Amazing Advisor Podcast!
Taylor’s podcast is filled with knowledge and the guests he brings on the show are phenomenal! If you’re looking for an incredible Advisor Podcast then look no further!
REIexpert101 via Apple Podcasts · Canada · 11/22/21
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!
Erik Baskin via Apple Podcasts · United States of America · 11/16/21
Recent Episodes
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...
Published 12/06/23
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...
Published 04/21/23
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