How To Build A Marketing Funnel with Taylor Schulte (EP178)

Updated: May 11



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


LinkedIn: https://www.linkedin.com/in/taylorschulte/#


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


LinkedIn: https://www.linkedin.com/company/define-financial/



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