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 …
Main Content
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
Web Accessibility, SEO, and Email Marketing
"If adopting and implementing a marketing activity feels hard, it's usually a good sign that you’re doing it right." Today I’m talking about website accessibility. Specifically, I'm …
Continue Reading about Web Accessibility, SEO, and Email Marketing →
The Best Marketing Strategy
"The best marketing doesn't feel like marketing.” ~Tom Fishburne, Founder & CEO, Marketoonist What is the quickest path to marketing success? What marketing strategy has the most impact on …
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 …