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
Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use
"We're more interested in being seen as creative, than actually being creative." ~Carl Richards Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his …
Advisor Marketing: What’s Working, What’s Not, and More!
"The aim of negative SEO is to demote a competing site, or in some cases have it completely removed from search." ~ahrefs Today I’m bringing you up to speed on all the marketing things I’ve been …
Continue Reading about Advisor Marketing: What’s Working, What’s Not, and More! →
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 …