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: https://www.kitces.com/digital-marketing-summit-2021
Featured Speakers:
Top of the Funnel:
Samantha Bezar of Quantum Leap Systems
Chad Chubb of WealthKeel https://twitter.com/WealthKeel
Middle of the Funnel:
Brittney Castro of Financially Wise https://twitter.com/Brittneycastro
Peter Lazaroff of Plancorp https://twitter.com/PeterLazaroff
Bottom of the Funnel:
Adam Cmejla of Integrated Planning & Wealth Management https://twitter.com/acmejla
Kris Venne of Ritholtz Wealth Management https://twitter.com/krisvenne
Podcast
Soundbites From the Interview
Follow Taylor:
Twitter: https://twitter.com/DefineFinancial
Podcast: Experiments In Advisor Marketing: https://www.taylorschulte.com/podcast
Learn More About Define Financial:
Website: https://www.definefinancial.com/
Twitter: https://twitter.com/DefineFinancial
