| 1 | 5 (Critical) Improvements We Made to Our Client Meeting Process 2023-12-06 |
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| 2 | 3 Lessons Learned Adding $550k of New Revenue 2023-04-21 |
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| 3 | The One Marketing Mistake to Avoid in 2023 2022-12-06 |
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| 4 | Web Accessibility, SEO, and Email Marketing 2022-08-25 |
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| 5 | The Best Marketing Strategy 2022-04-05 |
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| 6 | Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use 2021-10-14 |
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| 7 | Advisor Marketing: What’s Working, What’s Not, and More! 2021-09-30 |
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| 8 | How To Build A Marketing Funnel 2021-05-10 |
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| 9 | Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces 2021-04-20 |
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| 10 | 3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021 2021-03-23 |
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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.
