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 Advisor Growth Community™
Founded by Taylor Schulte and Justin Castelli, The AGC™ is a private, 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
Snail Mail Update + My Top 3 Marketing Strategies for 2020 [Ep. 12]
Today I'm finally sharing the results from the snail mail marketing campaign I ran last summer. I'm also going to be sharing my top three marketing strategies for 2020. These strategies are …
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COI Marketing: A Proven Step-by-Step Process with Tiffany Charles [Ep.11]
I thought I knew everything I needed to know about Center of Influence (COI) marketing. And then I met Tiffany Charles. What I love most about Tiffany and her marketing strategy is that she's …
Continue Reading about COI Marketing: A Proven Step-by-Step Process with Tiffany Charles [Ep.11] →
A Gift + Your Blogging Questions Answered [Ep.10]
Today I’m talking all things blogging. Specifically, I’m answering three really good listener questions I’ve recently received: Where is the best place to host my blog? On my firm website? Or …
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