Taylor Schulte is the founder of Define Financial, which manages over $120 million in assets and specializes in retirement & tax planning for people over age 50.
He's been named been recognized as a “Top 40 Advisor Under 40” by InvestmentNews and named “The #2 Independent Advisor in the U.S.” by Investopedia.
Taylor hosts Stay Wealthy Retirement, a Forbes Top 10 Retirement podcast.
And in 2020, Taylor co-founded Advisors Growing as a Community, or the AGC. The online community has more than 150 members and generates more than $225,000 in annual recurring revenue.
In this episode, we talk about how Taylor found his initial clients, the short-term and long-term marketing strategies he’s put into place, how he literally structured his client-facing website, how he leverages press mentions, and why an abundance mindset has helped him stand out in a competitive field.
Visit Taylor Schulte's website
Visit the Define Financial website
Learn more about The AGC
Follow Taylor Schulte on Twitter
Join #Tweet100
Full transcript and show notes
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