In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry’s latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now.

We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.