Reviews
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“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
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“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
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“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
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“Taylor is simply the best at articulating the best practices in advisor marketing!”
The Conquer Worry Show via Apple Podcasts ·
United States of America ·
07/29/21
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“Seriously, you need to listen to Taylor! He knows his stuff!”
flcreme via Apple Podcasts ·
United States of America ·
11/24/20
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“Packed with information and inspiration! Zackig as we like to say in Switzerland:)”
Bukishhh via Apple Podcasts ·
Switzerland ·
10/17/20
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“I’m looking forward to riding along this journey with you, Taylor, and hopefully learning some valuable things along the way!”
Monkey McGee via Apple Podcasts ·
United States of America ·
09/23/20
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“Just found This podcast and find it very informative and current. Keep up the great job!”
mryankingsley via Apple Podcasts ·
Canada ·
08/13/20
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“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...”Read full review »
Matt Miner, Work Pants Finance via Apple Podcasts ·
United States of America ·
08/13/20
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“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...”Read full review »
B.Haze via Apple Podcasts ·
United States of America ·
08/05/20
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“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...”Read full review »
Sara K* via Apple Podcasts ·
United States of America ·
08/03/20
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“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,...”Read full review »
FinanceJS via Apple Podcasts ·
United States of America ·
07/22/20
“This is an incredible podcast. The strategies and tactics covered here are going to be the foundation of marketing in this business in the future. Keep up the great work.”
shughes87 via Apple Podcasts ·
Canada ·
07/11/20
“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...”Read full review »
MikeWSMorton via Apple Podcasts ·
United States of America ·
07/08/20
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“Every time I listen to Taylor’s podcast I come away with new marketing ideas! Every episode has been full of useful information.”
Gajnhsh via Apple Podcasts ·
United States of America ·
06/16/20
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“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.”
nikaragon via Apple Podcasts ·
United States of America ·
06/10/20
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“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!”
hjo3086 via Apple Podcasts ·
United States of America ·
06/10/20
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“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”
Nicholas Cupps via Apple Podcasts ·
United States of America ·
06/08/20
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“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...”Read full review »
pnw advisor via Apple Podcasts ·
United States of America ·
06/05/20
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“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...”Read full review »
ChefJim3535 via Apple Podcasts ·
United States of America ·
06/01/20
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“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 !!”
JOHNKEIT via Apple Podcasts ·
United States of America ·
05/28/20
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“Taylor’s podcast allows me to leave the day-to-day noise of running a financial planning business and focus on the important aspects that will grow my company. Taylor is humble and has a very approachable nature to his conversations. This podcast is an invaluable resource for me.”
Tony Keane via Apple Podcasts ·
Ireland ·
05/27/20
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“Taylor has obvious passion for marketing and tech. Listening helps keep me up to speed and identify ideas that may help my business.”
keithe1966 via Apple Podcasts ·
United States of America ·
05/08/20
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“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...”Read full review »
Yay for this podcast!! via Apple Podcasts ·
United States of America ·
05/08/20
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“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++”
Espionage 12 via Apple Podcasts ·
United States of America ·
05/07/20
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“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...”Read full review »
ThePeople'sAdvisor via Apple Podcasts ·
United States of America ·
05/04/20
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“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.”
Great Podcast listen now via Apple Podcasts ·
United States of America ·
05/01/20
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“Taylor Schulte is simply a good dude. Love hearing his take and straightforward advice.”
Garrett Moore via Apple Podcasts ·
United States of America ·
04/24/20
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“Great “ride-alongside” for testing new and old marketing ideas.”
Michael Kostelnik via Apple Podcasts ·
United States of America ·
04/23/20
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“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.”
Abrexhsn via Apple Podcasts ·
United States of America ·
04/15/20
“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...”Read full review »
Thomama via Apple Podcasts ·
United States of America ·
04/08/20
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“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.”
spaztikjohns via Apple Podcasts ·
United States of America ·
04/07/20
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“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...”Read full review »
Jackson W123 via Apple Podcasts ·
United States of America ·
04/06/20
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“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...”Read full review »
crossingb via Apple Podcasts ·
United States of America ·
04/01/20
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“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...”Read full review »
patdar123 via Apple Podcasts ·
United States of America ·
04/01/20
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“I enjoy listening to the episodes every month. I find the content valuable even across the northern border here in Canada. Thanks for sharing!”
Fellow Ontarian via Apple Podcasts ·
Canada ·
03/27/20
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“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...”Read full review »
bennysims via Apple Podcasts ·
United States of America ·
03/25/20
“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....”Read full review »
Andy Flattery via Apple Podcasts ·
United States of America ·
03/25/20
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“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!”
Kauviara via Apple Podcasts ·
United States of America ·
03/25/20
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“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.”
jamiebaraldi via Apple Podcasts ·
United States of America ·
03/25/20
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“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!”
@Jc_barton via Apple Podcasts ·
United States of America ·
03/24/20
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“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.”
Doctor Fuego via Apple Podcasts ·
United States of America ·
03/05/20
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“Nobody does a better job at trying make financial advisors better than Taylor!”
Andrew Federico via Apple Podcasts ·
United States of America ·
03/02/20
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“Taylor does a great job of opening up all of the various marketing tools he’s used and is finding success with and how you can use them in your practice. A must listen for all advisors looking better reach existing and future clients!”
yqrwealth via Apple Podcasts ·
Canada ·
02/20/20
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“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...”Read full review »
zmanutd10 via Apple Podcasts ·
United States of America ·
01/31/20
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“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...”Read full review »
Shantyirishman via Apple Podcasts ·
United States of America ·
11/19/19
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“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!”
Chris, NY via Apple Podcasts ·
United States of America ·
10/31/19
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“Starting a financial planning business from scratch can be a daunting prospect, with seemingly hundreds of ways to spend your marketing budget. This podcast talks about what really works, and more importantly is produced by a practising financial planner. Keep up the great work.”
Noel__W via Apple Podcasts ·
Great Britain ·
10/28/19
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“If you’re a financial Adviser or if you have a service business like accounting or law, this podcast will give you insane amounts of value and ideas to better market your services.
Taylor’s approach to everything he does is finding ways to spread your message in a non salesy, value rich way that...”Read full review »
Ben12321234 via Apple Podcasts ·
Australia ·
10/19/19
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