Mastering SEO and Email Marketing for Steady Client Acquisition with Taylor Schulte


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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

2 Ways I Improved My Advisor Website SEO (And How You Can, Too)

How User Experience (UX) Improved My Advisor Website (And How It Can For You, Too)

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Establishing a Standout Personal Brand Within a Larger Firm with Emily Rassam

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Taking Strong Stances in Your Area of Expertise with Tony Steuer