Experiments in Advisor Marketing

3 Lessons Learned Adding $550k of New Revenue


Listen Later

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 Episode Show Notes

...more
View all episodesView all episodes
Download on the App Store

Experiments in Advisor MarketingBy Taylor Schulte

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

130 ratings


More shows like Experiments in Advisor Marketing

View all
Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners