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 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
Snappy Kraken & Prospecting in a Volatile Market
"Be bolder in your marketing. Bolder wins attention. Bolder is interesting. Bolder gets results. If it doesn't make you a little uncomfortable, it's probably not bold enough." ~Robert Sofia Today …
Continue Reading about Snappy Kraken & Prospecting in a Volatile Market →
5 (More) of My Favorite Tech & Marketing Tools
"Yes, I love technology. But not as much as you, you see. But I still love technology. Always and forever" ~Kip Dynamite Today I’m sharing 5 (more) of my favorite tech and marketing tools for …
Continue Reading about 5 (More) of My Favorite Tech & Marketing Tools →
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 …
Continue Reading about Snail Mail Update + My Top 3 Marketing Strategies for 2020 [Ep. 12] →