Creator Science

#73: Taylor Schulte – Creating a winning content marketing strategy for a professional services business

Sep 21, 2021

In this discussion, Taylor Schulte, founder of Define Financial and host of the Stay Wealthy Retirement podcast, reveals his journey from corporate finance to entrepreneurship. He shares insights on his successful content marketing strategies, including the impactful role of podcasting in acquiring clients. Taylor emphasizes the importance of a client-focused advisory model and the advantages of transparency. He also talks about building credibility through media recognition and optimizing online presence for better client engagement.

01:03:11

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Episode guests

Taylor Schulte

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Episode notes

Intro

2min

From Conformity to Creativity in Finance

5min

Navigating Creativity and Constraints

8min

Prioritizing Clients in Financial Advisory Services

4min

Strategies for Building a Financial Advisory Firm in a Competitive Market

4min

Optimizing User Journeys and SEO

11min

Navigating Client Acquisition: Balancing Marketing Strategies

4min

Building Credibility Through Recognition

19min

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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→ #78: Marie Poulin

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