Advisor Marketing Made Simple

5 Marketing Improvements To 3x Revenue In Three Years


Listen Later

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply

————

In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.

We dive deep into Taylor's current marketing funnel and discuss: 

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively 

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources: 

  • Join Our Newsletter
  • Apply Here To Be On The Show: Get Your Marketing Questions Answered
  • Define Financial (Taylor’s Firm)
  • The Stay Wealthy Retirement Show (Taylor’s Podcast)
  • Money Visuals

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

Advisor Marketing Made SimpleBy Taylor Schulte and Kendra Wright

  • 5
  • 5
  • 5
  • 5
  • 5

5

18 ratings


More shows like Advisor Marketing Made Simple

View all
Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

560 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

98 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,987 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 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

239 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Ask The Compound by The Compound

Ask The Compound

305 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

4 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

980 Listeners