Experiments in Advisor Marketing

Today I'm talking about media and press releases. Specifically, I'm sharing: How my firm approaches our media strategy Our step-by-step process for writing + marketing press releases How these activities fit into our marketing wheel If you're a financial advisor interested in improving your media and press release strategy (without hiring a PR agency!), today's episode is for you.

Today I’m talking end of year marketing planning + sharing an update on my Snappy Kraken experiment. I’m also sharing a super-simple marketing template to help advisors take action. If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.  

The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills to add massive value to our listeners. In this episode, they're sharing how to convert leads into clients.  And many of the strategies they share have directly helped me grow my revenue by over 200% in the last three years. Best of all, they don't require any uncomfortable sales tactics or fancy presentations. If you're an advisor who wants to learn how to naturally encourage leads to take action, you're going to love today's episode. 

Today I’m finally diving into the world of backlinks. My goal? To help financial advisor's nail down the basics around Google’s #1 search ranking signal. I’m sharing exactly what I’ve done and giving you 5 simple steps to take action. A special guest also drops by to share some tips :)  If improving your SEO has been on your list and you’re not sure where to start or what to do next, you’re gonna love today's episode.

Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry. In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action. If you've joined the members-only section at taylorschulte.com, Dennis will be joining us for marketing office hours this month on Thursday, August 27th.  We'll be continuing today's conversation and diving deeper into actionable strategies advisors can adopt to improve their customer experience.

A quick reminder that discounted pricing ($15/mo) for the members-only section ends TODAY.  If you want to ramp up your marketing + gain access to more marketing resources, head over to www.taylorschulte.com/subscribe. On today's bonus EIAM episode, I'm sharing an interview I recently did on the Trends With Benefits podcast hosted by Ed Lopez. We talk about how I got started in financial planning, the transition to starting my firm, and, of course, some advisor marketing :)

Jeremy Schneider grew his personal finance Instagram account to 80k+ followers in less than two years.‎ ‎ He didn't pay for followers.‎ ‎ He never played the "follow for follow" game.‎ ‎ And he doesn't outsource anything.‎ ‎ In this conversation, you'll learn 3 big things:‎ ‎ 1.) How and why he uses "lead and lag" metrics to fuel his growth‎ ‎ 2.) What his strategy is for hashtags + a pitfall to watch out for‎ ‎ 3.) His advice for financial advisors looking to use Instagram to market and grow their firm‎ ‎ Jeremy also shares a FREE Instagram tool he coded himself + the exact spreadsheet he still uses to track his daily progress.‎ ‎ If you want to learn tips and tricks to grow your Instagram following the right way, you're going to love this episode.

Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020. I’m also sharing: An update on my Snappy Kraken experiment + an important tweak to my Facebook business page Why the Start Here button is missing from my website Best practices for writing email subject lines An experiment I’m running in July with my retirement podcast A new potential application for network sites like the San Diego Financial Advisors Network If you’re ready to ramp up your marketing and crush the second half of 2020, this episode is for you.

Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search. Specifically, I’m sharing: How and why we leverage professional writers as a part of this process Where in the process the content gets optimized for SEO Why images are more important than you might think How we go about repurposing the content into other formats Things we can do to improve the process I’m also going to share a quick update on my 6-month Snappy Kraken experiment...which includes an early success story!

It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publishing audio is easy. Creating a high-quality podcast with a growing base of raving fans is another story. That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt, to help me with today's episode. We cover: Equipment you need to host a studio-quality podcast Resources for how to DIY the editing & production process Common mistakes and pitfalls to avoid Tips for growing and marketing your podcast How to turn raving fans into clients We also talk about best practices for recording remotely, an extremely timely topic given the state of our world. If you're a financial advisor who wants to start a podcast or take your existing show to the next level, this episode is for you.