EPISODE · May 20, 2026 · 46 MIN
#3 - Marketing
from Better Planner · host Taylor Stewart
Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly.In this episode, Taylor and Colin talk through how they’ve both found clients without being “marketing people.” Colin shares how his blog became the foundation for his website, newsletter, lead magnet, and prospect follow-up. Taylor walks through what’s worked on his own site, including local SEO, transparent pricing, a simple intro video, and letting prospects self-select before they ever schedule a call.They also talk about why advisor websites don’t need to be fancy, why podcasts can work even with a small audience, and why the best marketing often starts with being clear about who you serve, how you work, and who probably isn’t a fit.In this episode:• Why Colin’s blog became the center of his marketing system• What makes a simple advisor website work• How local SEO helps prospects find you• Why transparent pricing can pre-qualify better-fit prospects• How newsletters and lead magnets can stay simple• Why a small podcast audience can still build trust
What this episode covers
Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly.In this episode, Taylor and Colin talk through how they’ve both found clients without being “marketing people.” Colin shares how his blog became the foundation for his website, newsletter, lead magnet, and prospect follow-up. Taylor walks through what’s worked on his own site, including local SEO, transparent pricing, a simple intro video, and letting prospects self-select before they ever schedule a call.They also talk about why advisor websites don’t need to be fancy, why podcasts can work even with a small audience, and why the best marketing often starts with being clear about who you serve, how you work, and who probably isn’t a fit.In this episode:• Why Colin’s blog became the center of his marketing system• What makes a simple advisor website work• How local SEO helps prospects find you• Why transparent pricing can pre-qualify better-fit prospects• How newsletters and lead magnets can stay simple• Why a small podcast audience can still build trust
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#3 - Marketing
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