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™
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
EIAM Private 004: What Is fpPathfinder and How I Use It in My Marketing 🔒
The Experiments in Advisor Marketing (Private Podcast Feed) is available to subscribers in the members-only section. These private episodes are for advisors who want more marketing content and want …
Continue Reading about EIAM Private 004: What Is fpPathfinder and How I Use It in My Marketing 🔒 →
How to Convert Leads Into Clients
The EIAM podcast has been hacked! Thankfully, the culprits used their hacking skills as an opportunity to add massive value to our listeners. In this episode, they're sharing how to convert …
Marketing Office Hours 9-24-20 🔒
Marketing Office Hours are held on the last Thursday of every month at 10am PST for members. During these live office hours, I’ll be recapping that month’s podcast topic, answering questions, and …