Experiments in Advisor Marketing podcast

Experiments in Advisor Marketing

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

 

#35

How to Create Content and Convert Prospects (Without Being Pushy)

Tune in for an exciting announcement! You'll also learn how to: ► Refine your marketing me... more

22 May 2025

36 MINS

36:13

22 May 2025


#34

5 (Critical) Improvements We Made to Our Client Meeting Process

Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. 👉 <... more

06 Dec 2023

35 MINS

35:26

06 Dec 2023


#33

3 Lessons Learned Adding $550k of New Revenue

Today I'm sharing three lessons I've learned while adding $550k of new revenue in the last... more

21 Apr 2023

25 MINS

25:57

21 Apr 2023


#32

The One Marketing Mistake to Avoid in 2023

Last chance! The Kitces Financial Planning Value Summit (100% virtual) is this Thursday. �... more

06 Dec 2022

17 MINS

17:25

06 Dec 2022


#31

Web Accessibility, SEO, and Email Marketing

Today I’m talking about website accessibility. Specifically, I'm sharing: ---What web acce... more

25 Aug 2022

40 MINS

40:39

25 Aug 2022


#30

The Best Marketing Strategy

What is the quickest path to marketing success? What marketing strategy has the most impac... more

05 Apr 2022

23 MINS

23:20

05 Apr 2022


#29

Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use

Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read ... more

14 Oct 2021

48 MINS

48:07

14 Oct 2021


#28

Advisor Marketing: What’s Working, What’s Not, and More!

Today I’m bringing you up to speed on all the marketing things I’ve been working on since ... more

30 Sep 2021

28 MINS

28:31

30 Sep 2021


#27

How To Build A Marketing Funnel

Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advi... more

10 May 2021

26 MINS

26:38

10 May 2021


#26

Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces

Do you want to look "over the shoulder" of some of the top financial advisors to see exact... more

20 Apr 2021

1 HR 02 MINS

1:02:02

20 Apr 2021


#25

3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021

Today I'm talking about User Experience (UX). Specifically, I'm sharing: ---Why UX might b... more

23 Mar 2021

46 MINS

46:08

23 Mar 2021


#24

How to Write and Market Press Releases (Without Hiring a PR Agency!)

Today I'm talking about media and press releases. Specifically, I'm sharing: ---How my fir... more

27 Jan 2021

37 MINS

37:59

27 Jan 2021


#23

Creating Your 2021 Marketing Plan

Today I’m talking end of year marketing planning + sharing an update on my Snappy Kraken e... more

25 Nov 2020

32 MINS

32:23

25 Nov 2020


#22

How to Convert Leads Into Clients

The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills to ad... more

13 Oct 2020

31 MINS

31:11

13 Oct 2020


#21

A Simple (and Overlooked!) Strategy to Boost Your Website SEO

Today I’m finally diving into the world of backlinks. My goal? To help financial advisor's... more

23 Sep 2020

27 MINS

27:41

23 Sep 2020