Experiments in Advisor Marketing

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 

If you're a listener of the show, I’m going to assume you are either:  Not creating content, want to start, and unsure where to begin Currently creating content and want to improve and reach more people If that sounds like you, you're in for a real treat today.  I have four really special guests who have found massive success (both personally and financially) each on a different media platform. Joining me on the show today I have Jeff Rose, Roger Whitney, Kathy Longo, and Justin Castelli sharing: Their favorite content platform and why they think it's best How they are using that platform to build and educate their audience Their advice for financial advisors who aren’t sure they are on the right platform, want to take their content game to the next level, or don’t know even know where to begin For all the resources, links, and show notes for this episode, go to www.taylorschulte.com/4.    

As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor. I wanted to go through the process for a few reasons: To help another advisor – who I have a lot of respect for – ensure that his clients were going to be well taken care of for the rest of their lives To learn and try something new To experience the process of an acquisition from start to finish and determine if it’s something I want to build into the future of my firm In today’s episode, I share my experience as well as three really important things I learned through this process that I wanted to personally take note of in case I ever pursue this again. For all the details, links, and show notes, go to www.taylorschulte.com/3 

In 2017, the Start Here button on our website was responsible for over 100 introductory phone calls. For some, that might sound like a success. But, over the last couple of years, I’ve learned the hard way that the quantity of calls isn’t always most important.  In the chance it helps others improve their website and avoid some of the mistakes we made when trying to turn web visitors into potential clients, I'm sharing three things today: How I’m flipping my marketing approach on its head to improve user experience and success rate Step-by-step how we designed our Start Here process and what it looks like today Why the Start Here button works so well for us + our goal for 2019 and beyond For all the details, links, and show notes, go to www.taylorschulte.com/2 

Welcome to the very first episode! In this episode, I'll be discussing the what and the why behind the Experiments in Advisor Marketing podcast and setting the stage for future episodes.  I will also be sharing my top 5 tech and marketing tools that I use in my financial advisory practice.  For show notes, links, and resources, please visit www.taylorschulte.com/1