Instead of taking advertising dollars, I’m asking companies I love and trust to take the money they might have paid me and pass it on to you through exclusive members-only discounts. All future discounts will be announced via email on an ongoing basis and added to this page.
Business Type: Website Design & Development
About: Our web design team brings a unique set of talents in marketing, web design & development. We take incredible pride in our work, knowing that a high-quality site is a critical tool for every business. With over 10+ years of WordPress experience, our web designers & developers deliver high-quality websites optimized for performance. We bridge the gap between an individual designer and a large agency. We behave like an agency in terms of our range of specializations & client support, but our pricing is typically much more affordable.
Discount: Mention “Taylor Schulte” for 10% off
Business Type: Website & Graphic Design
About: A husband and wife team that understands design and online business. We know how to design things that look pretty and convert.
(Note: I lean on Wilnau Design for just about all of my PDF guides and lead magnets like this and this.)
Logo Design Discount:
- Mention “Taylor Schulte” for $500 per logo design project (a savings of $350!)
- Learn More About the Process
Hourly Design Discount:
- Mention “Taylor Schulte” for discounted pricing of $50/hour (a savings of $25 per hour!)
- Learn More About Hourly Services
Business Type: Podcast Editing, Production, & Marketing
About Mathew Passy: I am proud to serve the community as The Podcast Consultant. In this role, I help clients launch, edit, produce, publish, promote, and profit from their podcasting venture. I assist clients through one-on-one coaching sessions, conducting podcast audits, and serving as the podcast producer on nearly three dozen shows that produce regular content. To date, I have helped podcasters deliver over 10 million downloads to the public. I am also the host of Causepods, highlighting podcasters around the world who use this medium to raise awareness for good causes. I am also the host of Podcast Me Anything, a weekly AMA for all things podcasting. Podcasting is a fun and effective way to create media that can be personal and intimate. I promise to work with you to determine if a podcast is right for you and if so, how we can most effectively convey your message. From there, we’ll help you record and then share your story with the world.
Discount: Click Here for Taylor Schulte Pricing
- Click to Schedule Intro Call
Business Type: Website Design/Development & Email Marketing
About Twenty Over Ten: A digital marketing platform for the modern advisor. Traffic-driving websites, customizable content, and dynamic landing pages to help financial advisors drive, capture and convert more leads. We believe that strong design and accessibility should be at the core of your business. Simply put, Twenty Over Ten leads the industry in empowering financial advisors to easily build beautiful & unique websites.
- Website Maintenence & Hosting: Use coupon code “Experiments” for one free month of service ($129 value)
- Lead Pilot Email Marketing Automation: Use the coupon codes below for a 14-day free trial + your first month free
- Annual plan coupon code: “EXPERIMENTSAnnual”
- Monthly plan coupon code: “EXPERIMENTSMonthly”
- Click to Schedule Intro Call
- Email Amanda: email@example.com
Business Type: Investment Research Platform
About: YCharts was founded in 2009 to democratize investment research. As we continue to build a powerful and intuitive tool, we’re quickly outgrowing our name, but not our mission. Starting with the ability to visualize any metric for a few thousand stocks, YCharts has grown to become a full-service fundamental research platform. Our guiding principle has always been to create a platform that actually works for investors — tools that are easy to use, data that is reliable and ti
- Two-Week Free Trial + 15% off: Click Here to Claim Your Free Trial (Note: Eligible for the first license only. New customers only. Cannot be combined with any other discount.)
Learn More: How I’m Using YCharts for Marketing [Office Hours 11-29-20]
- If you have any questions, please email Paul Phillips at firstname.lastname@example.org
Business Type: RIA Technology Consultant
About: Kristen Schmidt is a 15+ year financial industry leader. First, as a COO with boots on the ground building a now $1 Billion+ RIA. Today, she provides her specialized expertise as a Business Operations Strategist & Consultant to Registered Investment Advisory firms.
Discount: Two free calls to discuss current tech stack and/or pain points + receive a custom tech stack graphic documenting your current tech usage and needs ($500+ value)
Contact: Click Here to Schedule Your First Call
Business Type: Email Marketing Automation
About: Pairing 100% territory exclusivity with our ultra-high production quality content positions our members as industry-leading experts to their prospects and clients. Snappy Kraken’s robust campaigns integrate all the major online channels including landing pages, email, social media, and advertising, giving each member a cohesive and highly recognizable presence that’s “larger than life.”
- Use discount code “SchulteSU” for $0 setup fees
- Use discount code “SchulteMonthly” for $196/month (20% off!)
Business Type: Advice Support
About: A membership platform providing checklists and flowcharts to help advisors be more diligent in their planning process and serve clients better. Here is how we will help you be a better advisor:
- Create a systematic process to run your firm and ensure clients receive accurate advice
- Simplify meetings and easily explain difficult decision points to clients
- Be confident when rules or regulations change and quickly convey updates to clients
- If you are a newer advisor, you won’t have to stress you do not “know something”
because you have not run into it yet in your career
- If you are an experienced advisor, feel confident you have not forgotten any rules or
- Deluxe or Premier level: white label our resources with your own logo and color palette
and use them in your marketing efforts or with clients and prospects to look organized
Discount: Click here to sign up and get a 3 month free trial of our “Essentials” level membership.
What advisors are saying:
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all
the colors to match my logo. It looks fantastic.” — An advisor in Washington
“What you guys have created is pretty badass! I’ve used your material for both client meetings
and prospective clients.” — An advisor in California
Business Type: Financial Advisor Recruiting and Hiring
About: FA Match connects experienced advisors with financial services firms equipped to help them thrive.
- Free 30-minute consultation call with Ryan Shanks, CEO of FA Match. Ryan will dial into your unique personal or business growth needs and provide perspective to help you meet your goals.
- 10% discount on “success” fee
Contact: Click Here to Schedule Your Free Call
Business Type: Website UX (User Design) Experts
About: The Wolfhound Interactive team brings over 18 years of digital marketing experience helping clients achieve their online goals in eCommerce, lead generation, and informational/publishing sites. The key to crafting effective website visit experiences lies in the process. We have a unique process we’ve refined over the years that places equal emphasis on understanding visitor intent and employing usability best practices. Our process is heavily loaded up front in the research & diagnosis stage with the outcome of developing visitor models that are the guide to page layout, design, information architecture, and messaging. From smaller companies generating a few hundred thousand dollars a year in revenue to well-known brands including Sears, Yahoo & Ford, our clients have experienced significant and sustainable increases in revenue, qualified leads, average order value and customer/client retention.
Discount: Mention “Taylor Schulte” for a $199 User Experience Website Audit.
A website audit will help you discover usability roadblocks on your website that may be limiting visitor engagement and online lead generation in a live, 45-minute recorded assessment of your website. By evaluating your site against our 6 core principals of User Experience – Relevancy, Aesthetics, Usability, Messaging, Persuasion & Trust – you’ll learn how to improve your site to better accomplish your visitor’s goals and your business goals.
Business: Steven Rocha
Business Type: Microsoft Excel Expert
About: My firm, Define Financial, has used Steven for years to help with all things Excel-related. If you have downloaded or viewed my eMoney “completed tasks” spreadsheet, that is Steven’s work. There is no Excel project too complex for him.
Discount: $65 per hour
- Email: email@example.com
- Phone: 209-607-3173 (responds well to text messages)
Business Type: RIA Legal & Compliance
About: The following services have been designed to guide advisers and planners through the legal, regulatory and compliance challenges from inception, through growth, and to succession: Legal Counsel, Compliance Consulting, RIA Formation, Disclosure Drafting & Filing, Policies & Procedures, CCO Training & Assistance, Regulatory Exam Prep, Risk & Conflict Assessment, Corporate Governance, Continuity & Succession, Advisors in Transition, Mergers & Acquisitions
- Mention “Taylor Schulte” for Free consultation phone call
- Mention “Taylor Schulte” for Free first hour of legal/compliance counseling post-engagement
- Phone: (925) 388-6091
- Email: firstname.lastname@example.org
Business Type: Executive Virtual Assistants
About: We pair Executive Assistants with entrepreneurs, executives, and leadership teams. Athena virtual assistants make it possible for our clients not only to get more done, but to be more fulfilled and satisfied with the work that they do themselves. We take off your plate, those items that are not worthy of your time, skill, purpose and prowess.
Life/Balance Worksheet [Free PDF Worksheet]
Discount: Mention “Taylor Schulte” for 20% off your first month’s work
- Click to Schedule an Intro Call
- Email: email@example.com
Business Type: Ghostwriting & Editing for Financial Advisors
About: You might know Roger as the owner of www.thechicagofinancialplanner.com. While he still writes for his own blog, he now spends most of his time helping other financial advisors create high-quality pieces of written content and edit/enhance existing content.
- Ghostwriting Services: Mention “Taylor Schulte” for a discounted rate of $0.40/word (20% off!)
- Editing/Revision/Enhancement: Mention “Taylor Schulte” for a discounted rate of $100/hour (25% off!)
In the works…
Wolfhound Interactive (UX Experts) Twenty Over Ten & Lead Pilot (Web Design and Email Automation)
- Holly &
- Wendy Cook (Content-Sharing Library)
- SEO Expert
- Social Media Advertising
If there is a vendor you love and trust and want to see them added, click here to contact us with the details.