In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA. I started my firm for two main reasons: I wanted to create a business model that was bound by the Fiduciary standard I wanted the freedom and flexibility …
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About Me
Taylor Schulte, CFP®
When I’m not perfecting financial plans, you can find me traveling with my wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.Taylor Schulte
The AGC™
The AGC™ Founded by Taylor Schulte and Justin Castelli, The AGC™ is the #1 online community for financial advisors dedicated to growing personally and professionally alongside their peers. Benefits include weekly webinars, access to the private community, monthly guest lectures, digital book club, …
There are two approaches in this profession: Some advisors try to hoard knowledge out of a misguided perception that this increases their competitive advantage. Others, like Justin and Taylor, seek to share knowledge knowing that a rising tide lifts all boats. Bravo, gentlemen!Aaron Klein, CEO, Riskalyze
Recent Podcasts & Posts
Everything You Need to Know About Client Acquisition Costs (CAC) With Michael Kitces
👉 Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like? Click here to register for the Kitces Digital Marketing …
Marketing Office Hours 3-25-21 🔒
Marketing Office Hours are held on the last Thursday of every month at 1pm EST for private EIAM subscribers. During these live office hours, I’ll be recapping that month’s podcast topic, answering …
3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021
Today I'm talking about User Experience (UX). Specifically, I'm sharing: Why UX might be the most important SEO ranking factor in 2021 Why it's important...even if you aren't interested in …
Continue Reading about 3 User Experience (UX) Improvements I Made to Boost Web Traffic in 2021 →