Discussion on implementing surge meetings and five improvements made to the client meeting process. Integrating a Q&A form to enhance the client experience. Scheduling improvements and removal of the 30-minute phone call option. Benefits of sending pre-meeting emails to gather critical information. Recording and sharing client meeting videos and future updates.

Lessons learned in adding $550k of new revenue, including the importance of having a repeatable system, being intentional with potential clients, and specializing in tax and retirement planning. Exploring benefits of calendar limits and call-to-actions. Building online review profiles and partnering with media outlets. Excitement over new marketing tool, insights on finding a team member, and standing out in job applications.

Last chance! The Kitces Financial Planning Value Summit (100% virtual) is this Thursday. 👉 Learn more and join 900+ financial advisors at the Summit. No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning.  Check out the full agenda here. *** In today's episode, I'm talking about the ONE marketing mistake to avoid in 2023. It's the most obvious mistake to see and catch... ...yet also the most difficult to avoid. If you want to avoid this common pitfall + set yourself up for marketing success next year and beyond, this episode is for you. *** 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episode Show Notes

Today I’m talking about website accessibility. Specifically, I'm sharing: What web accessibility is Why it’s important How it can boost your SEO I’m also sharing an update on my email marketing strategy... ...including details about a new service I’ve been testing. If you're ready to get nerdy on all things advisor marketing today, you're going to enjoy this episode.  *** 📬 Subscribe to the Newsletter ✏️ Grab the Episode Show Notes

The podcast discusses marketing pain points for financial advisors and provides insights into website conversion, social media content engagement, and email marketing. It highlights the importance of a good sales funnel process and documenting marketing strategies. The strategy of educating perfect clients through established platforms like podcasts is explored, along with the impact of making an extra effort in job searches and being open to new opportunities.

In this episode, experienced advisor and author Carl Richards discusses why financial advisors struggle with marketing and offers tips for improvement. He also shares a step-by-step marketing project. Topics include fear of sharing work, building trust, finding a niche, overcoming fear, and taking action.

Today I’m bringing you up to speed on all the marketing things I’ve been working on since the last episode aired. I’m sharing: What’s been working What’s not working What I have up my sleeve for the rest of the year, and more! If you're ready to (finally!) get back to nerding out on marketing with me, today's episode is for you.  👉 Click Here for Show Notes & Resources Mentioned

Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advisor Show. We expand on my recent interview with Michael Kitces and talk about three big things: What is a marketing funnel and how to create one Examples of marketing activities at each stage of the funnel What you can expect from the upcoming Kitces Digital Marketing Summit  If you haven’t registered for the Kitces Marketing Summit, get on it! The 4-hour event is this Thursday at 12pm EST, and it's followed by a community hour where we'll be joined by a special guest to help us unwind and let loose after a jam-packed day. To learn more and register, head over to www.taylorschulte.com/summit. And yes, the event is being recorded! So if you can’t make it live, get registered and you’ll receive the replay + all of the resources and deliverables from the event shortly after it ends. Lastly, if you haven’t checked out Jay’s live show and podcast for financial advisors, head over to ResilientAdvisor.com. He’s covered everything from how to market to CPAs, effective email marketing strategies, how to execute successful webinar campaigns, and more! 👉 Click here to access the show notes for this episode

Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like? 👉   Click here to register for the Kitces Digital Marketing Summit No boring PPT presentations. No vendors. No sponsors. Just successful advisory firms taking you behind the scenes and showing exactly what they're doing to reach & help more people. =========================== Today I'm joined by the one and only Michael Kitces. Yes, he's widely known for his nerdy financial planning skills... ...but he’s also a sneaky good marketer. 🤫 And today he’s joining us to dive into a marketing topic we don't talk about enough -- Client Acquisition Cost (CAC). Specifically, we cover three BIG things in this episode: Why knowing your CAC is critical to marketing success + how to calculate it Where the Lifetime Client Value (LCV) metric fits into the equation What's working right now in advisor marketing, what isn't working, and why  If you're a financial advisor who wants to make more informed decisions about how + where to spend your marketing dollars, this episode is for you.

Today I'm talking about User Experience (UX). Specifically, I'm sharing: Why UX might be the most important SEO ranking factor in 2021 Why it's important...even if you are NOT interested in digital marketing 3 UX improvements I recently made that boosted organic traffic by 5x If you want to get ahead of a major update Google is rolling out in May 2021 + learn some simple tips for improving your marketing, today's episode is for you.