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

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Full transcript and show notes

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