Experiments in Advisor Marketing

Tune in for an exciting announcement! You'll also learn how to: ► Refine your marketing message ► Stand out from competition online ► Convert more of your ideal prospects (authentically) If you want to authentically grow your practice while staying true to who you are, you'll enjoy this episode. *** CRAVING MORE MARKETING CONTENT? Check out the Advisor Marketing Made Simple podcast! Every Wednesday, we discuss successful marketing strategies in a simple, relatable, and practical way. We also feature real advisors on-air, troubleshooting their marketing challenges and providing solutions LIVE, so you can learn from real-world examples. Whether you're new to the industry or a seasoned veteran, each episode will help you improve your marketing and grow your business—without the guesswork or frustration. 👉 Listen on your favorite app now!

Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. 👉 Click here to learn more and join 1,000+ financial advisors at the Summit. No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING us how they demonstrate their planning value to clients and prospects. Check out the full agenda here. --- Today on the show, I'm sharing 5 (critical) improvements we made this year to our client meeting process. After years of trying to implement a good, systemized review meeting process... ...our team walked away from this last meeting cycle feeling like we FINALLY found our groove and created a positive experience for both us AND our clients. And since creating a positive (and valuable) meeting experience for our clients helps to improve client retention and referrals, I think it's still safe to say that we're still talking some marketing today. 😊 --- 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episode Show Notes

Today I'm sharing three lessons I've learned while adding $550k of new revenue in the last 36 months. I'm also sharing the exact improvements we're making as a result + a new marketing tactic I'm experimenting with. If you're ready nerd out on some marketing with me so you can reach and help more people, today's episode is for you. HAVE YOU REGISTERED FOR THE UPCOMING KITCES MARKETING SUMMIT? Click here to learn more and grab your pass. *** 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episode Show Notes

Last chance! The Kitces Financial Planning Value Summit (100% virtual) is this Thursday. 👉 Learn more and join 900+ financial advisors at the Summit. No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning. Check out the full agenda here. *** In today's episode, I'm talking about the ONE marketing mistake to avoid in 2023. It's the most obvious mistake to see and catch... ...yet also the most difficult to avoid. If you want to avoid this common pitfall + set yourself up for marketing success next year and beyond, this episode is for you. *** 📬 Subscribe to the EIAM Newsletter ✏️ Grab the Episode Show Notes

Today I'm talking about website accessibility. Specifically, I'm sharing: What web accessibility is Why it's important How it can boost your SEO I'm also sharing an update on my email marketing strategy... ...including details about a new service I've been testing. If you're ready to get nerdy on all things advisor marketing today, you're going to enjoy this episode. *** 📬 Subscribe to the Newsletter ✏️ Grab the Episode Show Notes