The Finance Marketing Podcast Mastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFP
In 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 for financial advisors wary of relying on social media for client acquisition. Dive into Taylor's marketing journey and gain insights into creating a successful, sustainable marketing strategy without the daily grind on social media platforms.
Connect with Taylor:
- Website: TaylorSchulte.com, DefineFinancial.com
- Podcasts: Stay Wealthy Retirement Podcast, Experiments in Advisor Marketing
- Kitces.com Articles
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