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
Our 5-Step Process for Writing SEO-Optimized Blog Posts
"Google Image searches are performed ten times more frequently than Yahoo and Bing’s regular searches combined." ~Moz.com Today I'm sharing my firm's step-by-step process for writing high-quality …
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Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020
"In 2006, only 22% of US adults were familiar with podcasting. Today, 197 million Americans (70%) are aware that podcasts exist." ~Edison Research It's no secret that podcasting is REALLY …
Continue Reading about Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020 →
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 →