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Mastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte, CFP
Manage episode 412128694 series 3552883
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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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