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
How To Build A Marketing Funnel
See real-time examples of what successful digital marketing looks like when done well: Click here to register for the Kitces Digital Marketing Summit. Today I’m sharing a recent conversation I …
Marketing Office Hours 4-29-21 🔒
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 …
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 …