Experiments in Advisor Marketing

Today I'm joined by Robert Sofia, founder of Snappy Kraken. We talk: How financial advisors should prospect in a volatile market What Snappy Kraken is + who is and isn't a good fit Tips for creating successful email marketing campaigns The details of a 6-month experiment I'll be running with Snappy on this podcast If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you. For all the links and resources mentioned, visit www.taylorschulte.com/14 

Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors. Get this... 26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address. Thankfully, one of our listeners shared a free tool with me to change that. I'll be sharing what it is and how I'm using it + a handful of other tech tools I've implemented in the last year. If you love using technology to save time, improve marketing results, and create a better client experience, today’s episode is for you. For all the links and resources mentioned, visit www.taylorschulte.com/13

Today I'm FINALLY sharing the results from the snail mail marketing campaign I ran last summer. I'm also going to be sharing my top three marketing strategies for 2020. These strategies are simple, effective, and apply to almost every financial advisor. So if you want to up your marketing game in 2020, you'll enjoy this episode. For all the links and resources mentioned this episode, visit www.taylorschulte.com/12 

I thought I knew everything I needed to know about Center of Influence (COI) marketing.  And then I met Tiffany Charles. What I love most about Tiffany and her marketing strategy is that she's done the hard work to create a scalable and repeatable process.  Every step of the process has an agenda. Every agenda results in an action. And every action has a follow-up plan. In today's episode, Tiffany is opening up her playbook and sharing her proven, four-step process with us. She's also sharing: COI marketing best practices for financial advisors Mistakes and pitfalls to avoid Tips for applying her process to any niche For all the links and resources mentioned this episode, visit www.taylorschulte.com/11 

In today's episode, I share information about a simple financial planning tool I built that you can download for free.  Then, I'm tackling three really good listener questions I've recently received: 1.) Where is the best place to host my blog? On my firm website? Or on a standalone website with a different name and domain? 2.) How can I launch a well-designed blog from scratch without spending thousands of dollars? 3.) What tips do you have for finding content to write about that consumers are regularly searching for? As a bonus, I'm sharing a few pitfalls to watch out for when trying to optimize your blog for SEO. For all the links and resources mentioned this episode, visit www.taylorschulte.com/10 

In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of those potential clients were not a good fit for our firm.   Over the last two years, we worked hard to refine our process, get clear about who we do our best work with, and improve the quality of the calls getting scheduled through our site.  Today, I'm sharing my 10 favorite tips for improving organic traffic to your website and turning web visitors into potential clients. I'm also sharing how you can avoid making the same mistakes I did and why your focus should be on quality and not quantity.  For the links and resources mentioned in this episode, visit www.taylorschulte.com/9 

Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. In short, if you are a fan of this show, you are going to love what we are building. We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth discussions with peers, and more. Follow this link to learn more: www.taylorschulte.com/community On today’s show, we are talking about cold emailing. Specifically: Why cold emails are useful in marketing Proven tips for improving the response rate of a cold email The exact email I sent to a total stranger that led to a pretty rewarding opportunity For the links and resources mentioned in this episode, visit www.taylorschulte.com/8

The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms. Matt has built a wildly successful advisory firm, generating seven figures in annual revenue while taking more than 200 days out of the office in 2018. Spending half the year outside the office doesn't interest me, but I have been obsessed with Matt's story since he appeared on Michael Kitces' podcast.  He has become a friend, coach, and mentor and I've learned through our time together that much of his success can be attributed to adding massive value to prospective and existing clients through tax planning. In this episode, we discuss: Why there is a big opportunity to inject comprehensive tax planning into your business Strategies for using taxes to generate prospective clients How to articulate and add massive value to existing clients through tax planning How to work with tax preparers and CPA's without stepping on their toes and getting yourself in legal trouble For all the links and resources mentioned in this episode, visit www.taylorschulte.com/7

In today's episode, I’m sharing four things I have been working on recently: Sonic branding. How we all can up our audio and video marketing to stand out in a noisy content world. Back to basics marketing. All the details of a snail marketing experiment we will be deploying this summer. Blog/website page optimization. The exact steps I take with each blog post to help improve its organic search visibility. A lesson in repurposing content. How a recent podcast episode became the cover story for a highly regarded industry publication. As a bonus, I'm also sharing an easy-to-implement hack I use to mitigate FOMO and avoid feeling overwhelmed about marketing. For the links and resources mentioned in this episode, visit www.taylorschulte.com/6 

I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing. Steven Fox, the owner of Next Gen Financial Planning, is taking us behind the scenes into a hyper-local marketing idea he looped me in on two years ago. Fast forward to today, and this little experiment is producing some powerful results.  The great thing about Steven's clever idea, and the reason I wanted to share it on this podcast, is that it can be applied to just about every city and by any advisor. With Steven's help, we are going to be sharing four things in today's episode: Exactly what this local marketing experiment is and how we got it off the ground The specific results we have seen in the last two years How you can adopt something similar and what the first step is Things we think we can do to improve on so you can avoid the same mistakes and gain traction sooner  For all of the notes, resources, and links mentioned in this episode, go to www.taylorschulte.com/5