In this episode, financial advisor and co-host Taylor Schulte shares the journey of growing his firm from $400,000 to over $1 million in revenue in three years through podcasting and SEO. From getting clear on his ideal client to building systems and processes, Taylor reveals the 5 key improvements he made that led to his success.

We dive deep into Taylor's current marketing funnel and discuss: 

► How to create a successful podcast that attracts ideal clients

► The importance of SEO and how to leverage it effectively 

► How to track marketing success without obsessing over metrics

Taylor also shares his struggles with perfectionism and delegation, providing a candid look at the challenges of building a successful practice. Even if you don’t have a podcast, this episode illuminates how to build an effective digital marketing strategy to grow your advisory firm.

Whether you're just getting started or looking to take your marketing to the next level, tune in to learn how to create a process that consistently attracts qualified prospects.

Resources: 

• Sign up to be an advisor guest on the show
• Define Financial (Taylor’s Firm)
• The Stay Wealthy Retirement Show (Taylor’s Podcast)
• Money Visuals