Shows
Advisor Marketing Made SimpleSaying Goodbye: What 60 Episodes Taught Us About MarketingIs it time to say goodbye to your marketing efforts that aren't delivering results?In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision to conclude the show as their priorities have shifted.From reflecting on their year-long commitment to sharing success stories of past guests who implemented their advice, they deliver powerful insights on what truly works in advisor marketing.We cover:► Why focusing on one marketing channel delivers better results than dabbling in many...
2025-10-221h 01Advisor Marketing Made SimpleAdvice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering?In this LIVE "Advice Line" episode, financial advisor Adam seeks guidance on streamlining his marketing strategy for his optometry-focused wealth management firm. With $1.4 million in revenue and strong brand recognition, Adam wants to expand his reach while launching a second business helping aspiring optometrists buy practice...
2025-10-151h 02Advisor Marketing Made SimpleAdvice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus?In this LIVE "Advice Line" episode, financial advisor Tyler Meyer asks us to help him determine whether to abandon his underperforming blog and go all-in on a niche website targeting his ideal clients. We help Tyler cut through his marketing confusion and develop a streamlined approach to attract more cli...
2025-10-0836 minAdvisor Marketing Made SimpleAdvice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads?In this LIVE "Advice Line" episode, financial advisor Jack Hudson seeks guidance on clarifying his client avatar and building a LinkedIn funnel. As a partner in a multi-office firm, he's trying to balance targeting high-net-worth clients ($2-10M) while still accommodating smaller clients for his junior advisors. We help him...
2025-10-0145 minAdvisor Marketing Made SimpleAdvice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it?In this LIVE "Advice Line" episode from the 2025 Future Proof conference, financial advisor Eric Rodriguez asks us to diagnose why his YouTube channel isn't generating any clients despite significant investment. We break down his entire marketing funnel to identify exactly where it's broken and provide actionable solution...
2025-09-2429 minAdvisor Marketing Made SimpleAdvice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your financial advisory firm but unsure where to focus your marketing efforts? In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of building the ClearWealth brand across Eastern Iowa. Despite having a solid client base, Ryan finds himself caught between serving clients (which he loves) and marketing his practice (which he doesn't enjoy). We help him navigate this common dilemma t...
2025-09-1739 minAdvisor Marketing Made SimpleAdvice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals?In this LIVE "Advice Line" episode, financial advisor Aditi Kapadia joins us to troubleshoot how she can better communicate her value proposition. As a new advisor targeting globally-minded professionals earning $1M+ annually, Aditi needs help defining her niche and structuring her service model to reach her revenue goals.Key qu...
2025-09-1040 minAdvisor Marketing Made SimpleAdvice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility?In this LIVE "Advice Line" episode, financial advisor Jesse Cramer joins us to troubleshoot his podcast marketing strategy. With 12,000 monthly downloads and a thriving email list of 4,000 subscribers, Jesse's middle-of-funnel is working well—but he needs help attracting more listeners to feed his client pipeline.Key questions...
2025-09-0342 minAdvisor Marketing Made SimpleAdvice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience?In this LIVE "Advice Line" episode, financial advisor Steve Taylor asks us to help him evaluate his podcast strategy. Despite producing a podcast and YouTube channel for some time, he's unsure if his show is effectively reaching his target audience or if he should continue investing time in i...
2025-08-2733 min
20/20 MONEY: The Business of OptometryHidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explore cash management strategies, the limitations of the 4% rule, and the benefits of flexible withdrawal strategies to ensure a successful transition into retirement. Our conversation emphasizes the need for intentional planning and the significance of having a solid foundation for financial d...
2025-08-2550 minAdvisor Marketing Made SimpleAdvice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a financial advisor specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention?In this LIVE "Advice Line" episode, financial advisor Scott Campbell joins us to troubleshoot his marketing funnel challenges. Scott's firm, Align Wealth, serves chiropractors with thriving practices, but he's struggling to scale beyond referrals. We analyze his current marketing efforts...
2025-08-2044 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a new financial advisor feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients?In this LIVE "Advice Line" episode, financial advisor Charley from Wealth Being Advisors joins us to tackle his marketing challenges. Having recently left his 9-to-5 job to focus on his practice full-time, Charley needs clarity on which marketing strategies will help him grow from 8 clients to a thr...
2025-08-1344 minAdvisor Marketing Made SimpleAdvice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups?In this LIVE "Advice Line" episode, financial advisor Frank Rekas joins us to troubleshoot his marketing strategy. After 30 years in the industry and recently joining an independent firm, Frank wants to transition from an insurance-based model to growing his assets under management by focusing specifically on a niche...
2025-08-0638 minAdvisor Marketing Made SimpleAdvice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients?In this LIVE "Advice Line" episode, financial advisor Mohammad Uz-Zaman asks us to help him streamline his marketing funnel. Despite running PPC ads, creating social media content, and hosting a podcast, he's struggling to convert leads efficiently. We help him narrow his focus from 300,000 potential clients to the most profitable segment...
2025-07-3039 minAdvisor Marketing Made SimpleAdvice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel?In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath Financial Partners joins us to solve his marketing challenges. With 18 years in the industry and $195 million AUM, Ryan wants to grow to $500 million in the next five years—but his current marketing isn't delivering consistent results. We help him identify the critical m...
2025-07-2351 minAdvisor Marketing Made SimpleAdvice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply----Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach?In this LIVE "Advice Line" episode, financial advisor Ed Vargo seeks guidance on his marketing dilemma. With a successful wealth management firm (Burning River) serving primarily women and a separate educational platform (Enlighten Her) focused on financial literacy, he's struggling to determine...
2025-07-1638 minAdvisor Marketing Made SimpleAdvice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funn...
2025-07-0936 minAdvisor Marketing Made SimpleAdvice Line: How To Drive Predictable Leads Online For Your Firm (Devin Watts)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth?In this LIVE "Advice Line" episode from the 2025 Jolt! conference, financial advisor Devin Watts joins us to troubleshoot his marketing funnel challenges. As a new firm owner targeting high-earning professionals, Devin's getting decent views on his Instagram videos but minimal conversions. We break down exactly where his funn...
2025-07-0936 minAdvisor Marketing Made SimpleAdvice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity?In this LIVE "Advice Line" episode, financial advisor Stephen Mulholland asks us to help him determine how to find more doctor groups for his practice. While he's successfully grown to $50 million AUM with a mix of doctors, tech professionals, and retirees, his marketing lacks direction. We help him...
2025-07-0233 minAdvisor Marketing Made SimpleAdvice Line: Why No One Is Showing Up To Your Webinars (Ross Blount)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants?In this LIVE "Advice Line" episode, financial advisor Ross Blount asks us to help solve his webinar marketing challenges. Despite running Facebook and LinkedIn ads and sending invitations to his email list, no one is showing up to his retirement planning webinars. We dive deep into his current marketing strategy, budget allocation, and targ...
2025-06-2538 min
The Elite Financial Advisor Podcast With Sten Morgan186 A Simple Process for Great Marketing with Taylor SchulteIn this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably. TakeawaysAdvisors need to have marketing skills or outsource them.It's important to have a system for marketing, just like for financial planning.Creating a single effective marketing funnel can lead to s...
2025-06-2035 minAdvisor Marketing Made SimpleAdvice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors?In this LIVE "Advice Line" episode, financial advisor Aaron Brask asks us to help him determine if he's missing out by not using paid marketing. Despite creating educational content that attracts clients, Aaron wonders if his previous unsuccessful attempts with Google and LinkedIn ads mean he should abandon...
2025-06-1842 minAdvisor Marketing Made SimpleAdvice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out?In this LIVE "Advice Line" episode, financial advisor Taylor Bell from Equitas Financial joins us to discuss his marketing dilemma. As the founder of an LGBTQ+ focused RIA, Taylor wants to know the best approach for building his online presence while av...
2025-06-1145 min
40 Dates in 40 Days: A Podcast About Dating and Relationships in your 30s, 40s, or LaterEpisode 6 - Dating Coach Lindsay TaylorDating coach Lindsay Taylor and I discuss the challenges of modern dating; if dating in Nashville really is worse than anywhere else; how to be successful in looking for a partner, and so much more. Plus, I start the episode with a mini-recap of my dating experiences this week, a discussion of the male confidence epidemic (??), and some unexpected positives of this experience. Get cozy, and let’s spill some tea!---If you’d like more information about Lindsay Taylor and her coaching and therapy practice, please visit https://lindsaytaylorcounseling.com or...
2025-06-031h 04Advisor Marketing Made SimpleAdvice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others?In this LIVE "Advice Line" episode, financial advisor Neil Chacko joins us to troubleshoot his marketing strategy for targeting Christian pre-retirees. Neil has a passion for helping Christians manage their finances using biblical principles but isn't sure how to effectively reach this audience...
2025-05-2836 minAdvisor Marketing Made SimpleAdvice Line: How To Create A Sustainable Marketing Funnel For New Firms (Mark Rosinski)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a new financial advisor struggling to build a sustainable marketing strategy? Or wondering if you should niche down to attract more qualified prospects?In this LIVE "Advice Line" episode, Mark Rosinski, founder of Dunes Financial, joins us just six weeks after launching his firm. Despite early success with online leads, Mark needs help creating a more predictable marketing system. We explore whether he should continue as a generalist retirement planner...
2025-05-2143 minAdvisor Marketing Made SimpleAdvice Line: Why Great Content Still Isn’t Bringing In the Right Clients (John Gigliello)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract your ideal clients despite creating content and marketing your advisory firm? What if your marketing efforts are missing one critical element?In this LIVE "Advice Line" episode, financial advisor John Gigliello joins us to troubleshoot his marketing strategy as he approaches retirement in 2-3 years. Despite having a podcast, website, and social media presence, John isn't seeing the growth he desires. We help him identify why his mark...
2025-05-1441 minAdvisor Marketing Made SimpleAdvice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to attract higher-net-worth clients while being overwhelmed with unqualified prospects? This might be the solution you need.In this LIVE "Advice Line" episode, financial advisor Rachael Burns asks us to help her grow the investment management side of her business by leveraging her existing COI network. As a Certified Divorce Financial Analyst, she's getting plenty of referrals—but many aren't ideal clients for her wealth management services.We dive...
2025-05-0743 minAdvisor Marketing Made SimpleAdvice Line: Should You Narrow Or Broaden Your Marketing Niche? (Jason Co)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to decide whether to niche down or broaden your client base? Is your ideal demographic price-sensitive, making you question your business model?In this LIVE "Advice Line" episode, financial advisor Jason Co joins us to discuss his dilemma serving Asian American clients. As a CFP® who understands the unique cultural nuances of this demographic, Jason has built a successful YouTube channel generating 5-10 prospect calls weekly—but questions whether thi...
2025-04-2346 minAdvisor Marketing Made SimpleAdvice Line: How Financial Advisors Can Use A Book To Attract Ideal Clients (Daniel Allgaier)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you a financial advisor with a book or specialized knowledge that you're struggling to leverage into client growth? In this LIVE "Advice Line" episode, financial advisor Daniel Allgaier joins us to discuss his challenge of getting his equity compensation book into the right people's hands. We help him pivot his marketing strategy to generate faster results when time is of the essence. Instead of focusing solely on book promotion, we develop a...
2025-04-1635 minAdvisor Marketing Made SimpleBuilding a Structured COI Referral System That Actually Works (Tiffany Charles)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to generate high-quality client referrals? Wondering how to build productive relationships with centers of influence (COIs) that actually lead to new business?In this episode, Tiffany Charles, Chief Growth Officer at Destiny Capital, reveals her proven system for COI referral marketing that generated 18 new high-value clients last year. From identifying potential partners to nurturing relationships that consistently deliver qualified prospects, Tiffany shares her step-by-step approach to building a referral...
2025-04-091h 00Advisor Marketing Made SimpleAdvice Line: Finding Your Perfect Client Before Building Your Funnel (Andrew Zoll)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing efforts not converting despite having a defined niche? Do you struggle with creating an effective marketing funnel that resonates with your target audience?In this LIVE "Advice Line" episode, financial advisor Andrew Zoll seeks guidance on why his Facebook ad campaign isn't generating results. From refining his target market to building an effective marketing funnel, we help Andrew streamline his approach to attract high-value clients who align with his expe...
2025-04-0241 minAdvisor Marketing Made SimpleAdvice Line: How To Refine Your Niche When Marketing Isn't Working (Justin Green)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to get clear on your niche and messaging as a financial advisor? Or finding it challenging to align your marketing activities with your target audience?In this LIVE "Advice Line" episode, financial advisor Justin Green seeks guidance on refining his practice's focus and messaging. After experimenting with different niches, from millennials to online fitness coaches, Justin needs help determining the right path forward. Listen in as we help him craf...
2025-03-2646 minAdvisor Marketing Made SimpleTop Advisor Website Questions (Part 2): Personal Brands & Driving Email SignupsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your website causing confusion instead of converting clients?In this episode, we tackle the most pressing website questions financial advisors face—from whether you should have a personal brand website and how to effectively convert visitors into email subscribers.We cover:► The pros and cons of maintaining separate personal brand websites alongside your firm site► Practical strategies to convert visitors into email subscribers with benchmarks...
2025-03-1932 minAdvisor Marketing Made SimpleTop Advisor Website Questions (Part 1): Should You Share Your Fees & MoreWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your advisor website failing to convert visitors into clients despite your investment?In this episode, we tackle the frustrating disconnect between website investment and lead generation that plagues 62% of financial advisors according to recent research.Taylor and Kendra dive deep into the most common website questions advisors face, offering practical solutions to transform your digital presence from a static brochure into an effective marketing tool—or help you determine...
2025-03-1231 minAdvisor Marketing Made SimpleAdvice Line: How To Transform LinkedIn Success Into Quality Prospects (Andy Baxley)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Want to grow your practice on LinkedIn but unsure how to convert connections into clients? In this LIVE "Advice Line" episode, newly-launched financial advisor Andy Baxley asks us to help optimize his LinkedIn strategy. Already seeing early success with three new clients from the platform, Andy wants to refine his approach to attract more of his ideal prospects while maintaining quality over quantity.Questions we answer include:► How should...
2025-03-0546 minAdvisor Marketing Made SimpleAdvice Line: When Your Marketing Targets Too Many Client Types (Eli Weissman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you spending countless hours on LinkedIn but struggling to build an effective marketing funnel? Wondering how to best segment and target your ideal prospects?In this LIVE "Advice Line" episode, financial advisor Eli Weissman joins us to solve his marketing challenges. As a specialist serving lobbyists in Washington DC, Eli is wrestling with how to efficiently market to different segments of his niche while managing his time on LinkedIn. From content...
2025-02-2645 minAdvisor Marketing Made SimpleHow to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to create email marketing that actually converts prospects into clients? Do your email sequences feel disconnected or ineffective?In this episode, email marketing expert Francesca McLin shares her proven approach to creating high-converting email sequences for financial advisors. From welcome sequences to post-appointment follow-ups, Francesca reveals the essential elements that turn casual subscribers into engaged prospects.Key topics we explore include:► How to structure welcome se...
2025-02-1950 minAdvisor Marketing Made SimpleWant Free Marketing Advice from Taylor & Kendra? (Spots Limited —Apply Now!)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you looking to improve your marketing so you can reach and help more of your ideal clients? Don’t miss your chance to join Taylor and Kendra on an Advice Line episode! Applications close on February 28, so act fast.In this short bonus episode from Taylor, you’ll hear what the process is like, advisor results, and what we see happen for most guests when they join us for an Advice Line...
2025-02-1806 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Marketing When You're Split Between Two Niches (Thomas Cook)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to focus your marketing efforts while trying to serve multiple audiences? What if concentrating on one niche could accelerate your path to success?In this LIVE "Advice Line" episode, financial advisor Thomas Cook asks us to help him decide where to focus his energy between two distinct businesses. From juggling his local retirement community practice and online content for young professionals to maintaining authenticity while growing his firm, we help...
2025-02-1248 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Your Marketing When Your Niche Is Too Broad (Phil Weiss)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to find clarity in your marketing message? Not sure if your niche is too broad or your content isn't resonating with your ideal clients?In this LIVE "Advice Line" episode, financial advisor Phil Weiss seeks guidance on refining his marketing strategy for women facing major life transitions. From helping him narrow down his target audience to aligning his content with specific client pain points, we explore how to create a...
2025-02-0534 minAdvisor Marketing Made SimpleThe Fastest Path to Growth: Leverage Other People’s AudiencesWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you trying to figure out which marketing strategy will give you the biggest bang for your buck as a financial advisor? Wondering how to attract qualified prospects without wasting time and resources on ineffective tactics?In this episode, Taylor Schulte shares what he believes is the most impactful marketing strategy for advisors looking to grow their practice quickly and sustainably. Drawing from his own success and real-world examples, Taylor reveals why leve...
2025-01-2919 minAdvisor Marketing Made SimpleAdvice Line: How To Build A Scalable Referral Marketing System (Eric LaNier)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to grow your financial advisory practice beyond your warm market? Wondering how to create predictable, scalable marketing results?In this LIVE "Advice Line" episode, financial advisor Eric LaNier asks us to help solve his marketing challenges. While he's had success generating business from his church, gym, and former coworkers, he's hitting a ceiling and wants to expand beyond referrals. From helping him rethink his business model to developing a system...
2025-01-2241 minAdvisor Marketing Made SimpleAdvice Line: What To Do When Your SEO Traffic Drops (Matt Hylland)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your SEO strategy feeling like a black hole of time and effort? Are you questioning how much energy to invest in organic search when traffic starts to decline?In this LIVE "Advice Line" episode, financial advisor Matt Hylland seeks guidance on managing his SEO efforts amid dropping website traffic. From 122,000 organic visitors to 75,000, Matt's wondering if it's time to throw in the towel or double down on his strategy. We dive dee...
2025-01-1548 minAdvisor Marketing Made SimpleHow to Handle Marketing Overwhelm: 5 Steps to Simplify Your StrategyWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is marketing overwhelm holding your firm back from real growth?In this episode, we tackle the challenge of marketing overwhelm and reveal how focusing on fewer, more effective strategies can actually accelerate your firm's growth.Whether you're juggling multiple marketing channels or struggling to identify which activities truly drive results, we show you how to cut through the noise and build a focused, effective marketing approach.We cover:
2025-01-0838 minAdvisor Marketing Made SimpleAdvice Line: How To Turn Website Traffic Into Client Growth (Preston Cherry)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your website and social media call-to-actions falling flat? Struggling to convert visitors into prospects and clients?In this LIVE "Advice Line" episode, financial advisor Dr. Preston Cherry asks us to help him improve his digital marketing conversion rates. From optimizing website CTAs to refining his ideal client avatar, we don't hold back on actionable advice. Key questions we answer include:► How can I increase my website's conversion...
2024-12-1840 minAdvisor Marketing Made SimpleAdvice Line: How To Generate Consistent Leads As A New Firm (David Edmisten)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to generate consistent leads for your new financial advisory firm? You're not alone.In this LIVE "Advice Line" episode, David Edmisten of Next Phase Financial Planning asks us how to consistently generate leads as a new firm. We dive deep into David's current marketing efforts and provide actionable advice on how to focus his strategy for better results.Key questions we answer include:► Should I focus on...
2024-12-1134 minAdvisor Marketing Made SimpleThe Hidden Risks of Relying Solely on Client ReferralsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is relying solely on referrals putting your advisory firm at risk?In this episode, we challenge the common belief that referrals alone are enough to sustain and grow your practice. We explore the potential pitfalls of a referral-only approach and discuss strategies to diversify your marketing efforts.Key points covered:► The changing landscape of how clients find and choose advisors► Why relying solely on referrals can limit yo...
2024-12-0439 minAdvisor Marketing Made SimpleAdvice Line: How To Build A Digital Marketing Funnel From Scratch (Joe Eck)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to build an effective marketing funnel for your virtual financial planning practice? In this LIVE "Advice Line" episode, financial advisor Joe Eck asks us to help him create a digital marketing strategy to attract pre-retirees in his local area. From optimizing his website to improving his content creation process, we provide actionable advice to boost his online presence and client acquisition efforts.Key questions we answer include:
2024-11-2743 minAdvisor Marketing Made SimpleAdvice Line: Finding The Right Marketing Channel For Your Niche (Andrew McFadden)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you grow an email list for your financial advisory practice?In this LIVE "Advice Line" episode, financial advisor Andrew McFadden seeks guidance on expanding his email marketing efforts. We dive deep into Andrew's niche of young physicians, his current marketing strategies, and explore whether email is truly the best next step for his practice. Key questions we address include:► Is email marketing the right focus for growing...
2024-11-2035 minAdvisor Marketing Made Simple7 Questions to Ask Before Hiring Marketing HelpWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you considering hiring marketing help for your financial advisory firm but unsure where to start?In this episode, we dive deep into the world of marketing assistance for advisors, helping you navigate the decision-making process with confidence.Key questions we answer include:► Signs it's time to hire marketing help (and when to hold off)► The three main types of marketing assistance: consultants, agencies, and full-time hi...
2024-11-1340 minAdvisor Marketing Made SimpleAdvice Line: How To Focus Your Marketing Efforts For Better Results (Ryan Furlong)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to find your niche and grow your financial advisory practice? In this LIVE "Advice Line" episode, financial advisor Ryan Furlong joins us to troubleshoot his marketing strategy. We dive deep into refining his ideal client avatar, choosing the right social media platform, and creating a compelling personal brand separate from his firm's website.Key questions we answer include:► How can I uncover my ideal clients' tr...
2024-11-0643 minAdvisor Marketing Made SimpleAdvice Line: How To Turn LinkedIn Success Into Client Growth (Joe Marshall)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Is your marketing strategy too reliant on a single channel? How can you maximize your LinkedIn success?In this LIVE "Advice Line" episode, financial advisor Joe Marshall joins us to discuss diversifying his marketing efforts beyond LinkedIn. We explore how to leverage his existing success on the platform and create a more robust marketing funnel. From optimizing content to converting followers into leads, we provide actionable advice to take his firm's growth t...
2024-10-3042 minAdvisor Marketing Made SimpleMarketing Funnel Basics: What Every Advisor Needs to KnowWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are your marketing funnels failing to turn leads into clients? In this episode, we break down the basics of creating a simple, effective marketing funnel for your financial advisory firm. From understanding each stage of the funnel—to pinpointing why your current funnel may not be delivering results, we guide you through essential strategies for fixing and optimizing your funnel.We cover:► The key differences between a mar...
2024-10-231h 05Advisor Marketing Made SimpleAdvice Line: How to Get Prospects To Act Without Being Pushy (Ben Galloway)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling to convert qualified prospects into clients? Wondering how to create urgency without being pushy?In this LIVE "Advice Line" episode, financial advisor Ben Galloway joins us to troubleshoot his sales process and marketing strategy. We dive deep into defining his ideal client, crafting compelling content, and following up effectively with prospects. From authentically representing yourself online to creating urgency without hard selling, we provide actionable advice to boost his conv...
2024-10-1635 minAdvisor Marketing Made SimpleAdvice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you double your firm's size in five years? Is it through digital marketing or client referrals?In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitiou...
2024-10-0943 minAdvisor Marketing Made SimpleWhy Overthinking Will Ruin Your Marketing With Carl RichardsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Are you struggling with marketing your financial advisory practice? Do you feel overwhelmed by all the options and unsure where to focus your efforts?In this episode, the one and only Carl Richards joins us to share his unique perspective on ethical and effective marketing for financial advisors. From overcoming failure to finding your authentic voice, Carl provides candid insights drawn from his years of experience building successful brands and businesses. Key...
2024-10-0256 minAdvisor Marketing Made Simple5 Marketing Improvements To 3x Revenue In Three YearsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.We dive deep into Taylor's current marketing funnel and discuss: ► How to create a successful podcast that attrac...
2024-09-2548 minAdvisor Marketing Made SimpleAdvice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————How do you turn website visitors into clients? Is YouTube or SEO more effective than email marketing? In this LIVE "Advice Line" episode, financial advisor Elliott Appel joins us to troubleshoot his digital marketing funnel. We dive deep into Elliott's website conversion rates, email marketing strategy, and YouTube performance. From optimizing pop-ups to crafting compelling lead magnets, we provide actionable advice to boost his marketing results. Key questions we answer incl...
2024-09-1843 min
The Money ScriptBetween Two Advisors - A Conversation with Taylor SchulteIn this insightful episode of The Money Script Podcast, host Yohance Harrison sits down with Taylor Schulte, a top financial advisor and podcast host, to discuss strategies for navigating market volatility. Together, they break down how to set realistic expectations, manage client relationships during turbulent times, and create long-term financial plans that thrive despite downturns. Taylor also shares his journey into financial planning and his first memory of money, inspiring listeners to embrace financial literacy. Whether you're an advisor or investor, this episode offers actionable advice to strengthen your financial future. Tune in to gain clarity and confidence today!
2024-09-1329 minAdvisor Marketing Made SimpleAdvice Line: What To Do When Your Marketing Isn't Working (Jason Sherman)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————You're investing significant time and resources into your marketing efforts, but the leads just aren’t flowing in—what’s missing?In this LIVE “Advice Line” episode, financial advisor Jason Sherman asks us to help him figure out why his marketing isn’t working. He’s putting in massive effort but disappointed in the results. Where is his marketing funnel broken and what’s his next best step to fix it? Listen in as we refine h...
2024-09-1140 minAdvisor Marketing Made SimpleAdvice Line: How to Turn Podcast Listeners Into Clients (Erik Baskin)Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Do you have a podcast? Or are you considering launching one? If so, and you want to convert listeners to clients, this episode is for you. In this LIVE “Advice Line” episode, financial advisor Erik Baskin asks us to help him solve his podcasting challenges. From helping him fix his podcast marketing funnel and content strategy to better positioning the show to attract his ideal listener, we don’t hold back. Additional q...
2024-09-0449 min
The Advisor JourneyMarketing to Your Ideal Niche: Taylor Schulte’s BlueprintTaylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylor offers insights on creating a strong brand identity, finding the right niche for your business, and investing in a marketing funnel that delivers consistent results. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more aff...
2024-08-2135 minAdvisor Marketing Made SimpleHow (and Why!) We Built This Show for AdvisorsWant your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply————Welcome to the first episode of Advisor Marketing Made Simple!We dive into why we co-launched a new podcast even though we have packed calendars, the problems we hope to solve for advisors, and the counterintuitive approach we took to recording. You’ll also hear why Taylor and Kendra started the show together, how they align and how they differ as marketing professionals. Enjoy this behind the scenes look at how we created...
2024-08-2127 min
The Finance Marketing PodcastMastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFPIn this episode of The Finance Marketing Podcast, join host Hillary as she interviews Taylor Schulte, CFP, founder of Define Financial, co-founder of the AGC community, co-host of Kitces Summits, and host of two Apple Top 100 podcasts: the Stay Wealthy Retirement Podcast and Experiments in Advisor Marketing. In this conversation, Taylor shares how he and his firm have leveraged SEO and email marketing to develop a steady and consistent pipeline of great-fit clients.With over $200 million in assets under management, Taylor's strategic use of SEO to attract and maintain a specific client demographic offers a great alternative...
2024-04-1235 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client ExpectationsToday, 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 t...
2023-12-061h 23
Checkout - Der dartsleihen.de PodcastPremier-League-Maschine Michael van Gerwen übertrumpft Phil Taylor
Phil Taylor übertrumpft, den Topfavoriten im Finale demontiert, die Verletzung aus der Vorwoche vergessen gemacht: Michael van Gerwen ist erneut der "Last Man Standing" in der Premier League Darts. "MvG" gewinnt die Turnierserie zum insgesamt siebten Mal und krönt sich damit zum alleinigen Rekordchampion.
Nach seinem Halbfinal-Erfolg über Michael Smith (10:8) bezwingt van Gerwen im Finale die Nummer eins der Ligaphase, Gerwyn Price, klar und deutlich mit 11:5. Der Waliser kam nicht im Ansatz an seine Weltklasse-Leistung wie im ersten Halbfinale gegen Jonny Clayton heran. van Gerwen war auf den Punkt fit und kann sich am Ende der Premier League neben der...
2023-05-2629 min
The Stacking Benjamins ShowPlan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)What could you achieve if you planned better? CFP Taylor Schulte shares two stories told by financial planners about clients who achieved extraordinary results by creating and working on their financial plans. We dive into how you can dream bigger and do more with just a few better tactics.Plus, in our headlines segment, it turns out that a million dollars isn't enough to be comfortable in retirement (according to one source). We'll help you tweak your plan. In our TikTok minute, we ask, "What could happen to your trust if it isn't all...
2023-03-201h 23The Advisor JourneyHow to use a marketing wheel to tap into exponential growth with Taylor SchulteSo what exactly is a marketing wheel and why is it critical for scaling your RIA practice? Taylor Schulte, listed as a Top 100 Financial Advisor by Investopedia, sits down with Jason and Dasarte to explain how defining your wheel is key to rapid growth. Taylor also shares insights into search engine optimization (SEO) and how advisors can take quick steps to acquire more clients. ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs sta...
2022-04-1332 min
Retire Sooner with Wes MossA Guide to Proactive Tax Planning with Taylor SchulteWe all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement.In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shares details about his podcast show, opening his fee-only financial planning firm, and why he consistently puts his clients first. Additionally, Taylor reveals common m...
2022-03-1742 min
HUM Curated Podcasts#73: Taylor Schulte – Creating a winning content marketing strategy for a professional services business Podcast: Creator Science (LS 53 · TOP 0.5% what is this?)Episode: #73: Taylor Schulte – Creating a winning content marketing strategy for a professional services businessPub date: 2021-09-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationTaylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50.He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia.Taylor hosts Stay Wealthy...
2021-09-281h 00
Creator ScienceTaylor Schulte – Creating a winning content marketing strategy for a professional services businessTaylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50.He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia.Taylor hosts Stay Wealthy Retirement, a Forbes Top 10 Retirement podcast.And in 2020, Taylor co-founded Advisors Growing as a Community, or the AGC. The online community has more than 150 members and generates more than $225,000 in annual recurring revenue.In this episode, we talk about how Taylor f...
2021-09-211h 00
SHIFT with Ross MarinoInterview with Taylor Schulte: Finding Your Financial Planning NicheRoss Marino talks with Taylor Schulte, Founder & Financial Planner at Define Financial, about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces’s views on how retirees spend money, and content creation as a tool for financial advisor marketing.Connect with Taylor Schulte:WebsiteExperiments in Advisor Marketing PodcastLinkedInTwitterLearn more about Define Financial:WebsiteLinkedIn"Why Most Retirees Will Never Spend Down Their Portfolio" by Michael Kitces
2021-08-2536 min
New Planner PodcastEp #32: Securing Clients as a New Planner with Taylor SchulteTaylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left. Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche has really fuelled his growth to $100-million in assets as o...
2021-05-1435 min
HUM Curated PodcastsEpisode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor Schulte Podcast: Top Advisor Marketing Podcast (LS 36 · TOP 2.5% what is this?)Episode: Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor SchultePub date: 2021-02-16Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationTen clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.
Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.”
...
2021-02-2838 min
Top Advisor Marketing PodcastEpisode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor SchulteTen clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.
Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.”
So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients?
In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast fo...
2021-02-1638 min
HUM Curated PodcastsEp 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor Schulte Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor SchultePub date: 2020-08-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationTaylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has grown his practice through proactive marketing initiatives and niching down to a very specific target clientele—even though it meant...
2020-12-271h 53
The Perfect RIAImplementing Surge Meetings with Taylor SchulteMatthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings. You can find show notes and more information by clicking here: https://bit.ly/32TMmWI
2020-10-1238 min
Financial Advisor SuccessEp 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor SchulteTaylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has grown his practice through proactive marketing initiatives and niching down to a very specific target clientele—even though it meant firing his mother and grandfather as clients. Listen in as he shares some of the hits and misses he experienced along the way to growing his practice to what it is today. You will learn what he did to break through a revenue ceiling, how he turned podcast li...
2020-08-111h 53
Experiments in Advisor MarketingHow to Make Customer Experience Your Best Marketing StrategyToday 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.
2020-08-1157 min
Stay Wealthy Retirement PodcastThe Seven Deadly Sins of InvestingToday is Jeremy Schneider's last episode as guest host before Taylor returns. He reveals the seven deadly sins of investing, including the most deadly...number seven! Jeremy dives deep into which factors can predict future investment performance and compares two similar investors...one who ends up with $1.2M and the other with less than $7,000!
2020-08-0425 minExperiments in Advisor MarketingTrends With BenefitsA 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 :)
2020-07-3130 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 132 - CFP® Marketing 101: Understanding Your Niche with Taylor Schulte, CFP, Founder and CEO of Define FinancialIn this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - bam, right there, in your face, this is what we do. I've been interviewing more CFA's and CFP's recently, and between my recent interviews with Anna N'Jie-Konte, and now Taylor, it seems that CFA's...
2020-07-2944 minExperiments in Advisor MarketingHow to Grow Your Instagram From Zero to 80k+ in 18 MonthsJeremy 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...
2020-07-1459 minExperiments in Advisor MarketingA Big Announcement + Facebook Advertising, Email Subject Lines, and More!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...
2020-06-3036 min
Body WisdomNavigating Her First Pregnancy & Birth with Taylor Schulte, FNTPJoin Taylor & I as we sit down and chat about her journey with pregnancy and birth with her first baby girl, Isabel. Taylor & I were in the same FNTP program and became really close. In the midst of our program, Taylor found out she was pregnant! Caught by surprise, Taylor still ensured she did her own research to make sure she was doing what felt right with HER pregnancy. She sought out help and searched up and down for resources. She created a phenomenal birth team and plan so she could have a safe and healthy pregnancy & birth.
2020-06-091h 22Experiments in Advisor MarketingOur 5-Step Process For Writing SEO-Optimized Blog PostsToday 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!
2020-05-2732 minStay Wealthy Retirement PodcastTaylor Schulte: Why You Might DIY, Tax Planning, and More!Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you. We talk about: Why you might not need a financial advisor Conflicts of interest in the financial industry How you're making a tax planning decision daily My biggest financial mistake And more! If you're tired of me asking all the questions and want to hear me in the hot seat for once, you're going to love this episode.
2020-05-1952 minExperiments in Advisor MarketingEverything You Need to Know About Hosting (and Growing!) a Podcast in 2020It'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...
2020-04-281h 30
Experiments in Advisor MarketingSnappy Kraken & Prospecting in a Volatile MarketToday 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
2020-03-2437 min
Between Now and Success4 Ways to Learn Faster Than the World is Changing with Taylor SchulteIf you’re not learning faster than the world is changing, then you are going to fall behind very quickly. And businesses that fall too far behind usually don’t get a second chance to catch up. A big challenge for financial advisors is, how do you stay on top of everything that’s required to run a successful advisory business? As Josh Brown put it at the recent Wealth/Stack Conference, “A good advisor is both coach and quarterback, on-demand psychologist and personal friend, historian and futurist.” That’s an awful lot of ground for us to co...
2019-10-0753 min
Living With MoneyTaylor Schulte - Define FinancialIn Ep. 71, Tim interviews fellow podcast host, CFP, and CEO of Define Financial - Taylor Schulte. They discuss why Taylor started his own firm, the importance of the fiduciary standard, and questions to ask when hiring a new advisor. They also discuss Taylor's two podcasts and talk about some marketing tools that can help small businesses in any industry. They finish up by talking about being authentic with your content, and a few personal finance topics.
2019-05-3044 min
Get Automated Podcast With Kelsey Bratcher046 - Start Here With Taylor SchulteThis week on the The Get Automated Podcast we take a look at duckets, cheese, dinero. That's right this week we look at automating your money. In episode 46 Kelsey sits down with Taylor Schulte Founder and Owner of Define Financial. Learn why your should network in ways that you will enjoy. Learn how to stop putting free "crap" out there for people to consume. Why quality content will help you will the SEO long game. Define your website goals so you won't scare off prospects. All this plus get some great financial tips and much more. Grab this weeks episode...
2019-02-261h 14
el L.A. with Jake & LennyEp. 70 Taylor Schulte (Make Up Artist: Legacy Effects)Los Angeles Make Up Artist and 2017 IMATS (International Make-Up Artists Trade Show) competition winner Taylor Schulte brightens up the studio in our 70th episode. She tells us all about working for a company that builds the prosthetics for such blockbusters as Jurassic World, Aquaman, & Captain Marvel. What's her stance on the Oscars attempt to not air certain categories during the live broadcast? She'll tell us and so much more.
Click here Taylor Schulte to see some of her work!
Have questions for our guests or co-hosts? Email us at ella.dashradio@gmail.com
Fo...
2019-02-231h 54
Stay Wealthy Retirement PodcastStacking Benjamins Interview: Taylor's First Home Purchase Did Not Go As Planned [REPLAY]The original interview aired on Stacking Benjamins 12-26-2017 As some know, the last several years have been a roller coaster for my family. We poured our life savings into our first home and things didn't quite go as planned. The good news? It was just money. And it was just a house. It could have been much worse and we reminded ourselves of that every day. That chapter of our life is now behind us and I had the opportunity to laugh and vent about it on one of the top business/f...
2018-09-2522 min
Stay Wealthy Retirement PodcastMillennial Money Podcast: Taylor Schulte on The Top Five Investing TaboosJump into a conversation between Shannah Game and Taylor Schulte as they chat about the top five investing taboos that always raise questions, doubt, and insecurities. Shannah interviews Taylor to get his best advice on hot topics such as cryptocurrency investing and market corrections. He shares some simple advice and actionable tips that will help you ease into the investing world and navigate these tricky areas with more ease. Find show notes and more information: www.youstaywealthy.com/22 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be r...
2018-04-1728 min
Stay Wealthy Retirement PodcastRetirement Starts Today Radio: Taylor Schulte on Navigating Turbulent MarketsIn case you missed it, market volatility is back. On January 26th, we saw the stock market go from hitting a record high to being down 10% (a.k.a the definition of a market correction) in nine days. Here's the thing: stock market corrections are normal. They happen about once every year. What's not normal is how quickly this one happened. Find show notes and more information at www.staywealthysandiego.com/19 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for in...
2018-03-0623 min
Behind The AdvisorEp #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor SchulteThe process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share. You can find show notes and more information by clicking here:http://www.xyplanningnetwork...
2018-01-101h 02Behind The AdvisorEp #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor SchulteThe process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share. You can find show notes and more information by clicking here:http://www.xyplanningnetwork...
2018-01-101h 02
Stay Wealthy Retirement PodcastStacking Benjamins: How Taylor Schulte Nearly Lost $90k Buying His First HomeAs some know, the last four years have been a roller coaster for my family. We poured our life savings into our first home and things didn't quite go as planned. The good news? It was just money. And it was just a house. It could have been much worse and we reminded ourselves of that every day. That chapter of our life is now behind us and I had the opportunity to laugh and vent about it on one of the top business/finance podcasts on iTunes this week, Stacking B...
2017-12-2623 min