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
Creating Your 2021 Marketing Plan
Today I’m talking end of year marketing planning and sharing an update on my Snappy Kraken experiment. I’m also sharing a super-simple marketing template I put together to help advisors take …
Marketing Office Hours 11-19-20 🔒
Marketing Office Hours are held on the last Thursday of every month at 10am PST for members. During these live office hours, I’ll be recapping that month’s podcast topic, answering questions, and …
Marketing Office Hours 10-29-20 🔒
Marketing Office Hours are held on the last Thursday of every month at 10am PST for members. During these live office hours, I’ll be recapping that month’s podcast topic, answering questions, and …