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 three main reasons: To create a business model that adhered to the Fiduciary standard. To specialize in helping people over age 50 …
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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
5 (Critical) Improvements We Made to Our Client Meeting Process
"Strive not to be a success, but rather to be of value." ~ Albert Einstein Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. No boring PPT …
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How Financial Advisors Can Optimize Their Website User Experience (UX) for Conversions
By Tiny Frog
Your website's user experience (UX) can make or break the quantity and quality of potential clients you attract. In fact, if your website visitors do not have a positive experience while using your …
3 Lessons Learned Adding $550k of New Revenue
"The past is where you learned the lessons. The future is where you apply the lesson. Don't give up in the middle!" ~Dale Carnegie Today I'm sharing three lessons I've learned while adding …
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