How To Build A Marketing Funnel with Taylor Schulte


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Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel.

Learn more about the Kitces Digital Marketing Summit on May 13th, 2021: 1

Featured Summit Speakers:

Top of the Funnel:
Samantha Bezar of Quantum Leap Systems
Chad Chubb of WealthKeel @WealthKeel

Middle of the Funnel:
Brittney Castro of Financially Wise @Brittneycastro
Peter Lazaroff of Plancorp @PeterLazaroff

Bottom of the Funnel:
–Adam Cmejla of Integrated Planning & Wealth Management @acmejla
–Kris Venne of Ritholtz Wealth Management @krisvenne

Chapters:
0: 00 Start
2: 13 Why Taylor Started The Experiments In Advisor Marketing Podcast
4: 23 Why Advisors Should Consider The Kitces Digital Marketing Summit
9: 20 Top of the funnel marketing concepts.
18: 30 Taylor on email marketing.
21: 47 The bottom of the marketing funnel concepts.

Taylor’s Podcast: Experiments In Advisor Marketing: t

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