Do Business. Do Life. — The Financial Advisor Podcast — DBDL

041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations

Dec 6, 2023

01:23:11

Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing.

For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a valuable asset to your business. Not only have his shows racked up more than 2 million downloads, but they’ve driven an estimated 98% of new revenue for his firm. His podcasts also have allowed him to expand geographically, with more than 50% of his clients connecting via Zoom.

3 of the biggest insights from Taylor Schulte …

Taylor’s podcasting playbook, including how to define your niche and turn listeners into paid clients.

Why getting hyper-specific on your ideal audience allows you to expand your geographic reach and become more selective when choosing new clients.

A step-by-step framework for how Taylor onboards new clients – including the client engagement standards + advisory agreement he gets every client to review and sign that sets expectations, protects his time, and creates the ultimate client experience.

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