About This Episode

My guest today, Taylor Schulte, has achieved what virtually every advisor seeks but few attain. He has designed and implemented a successful digital marketing strategy that provides an ongoing source of qualified leads for his fast-growing advisory practice. He is here to share his knowledge of digital marketing tactics with our listeners.

About Our Guest

Taylor Schulte is the founder of Define Financial, a fee-only financial planning firm in San Diego, CA. He is also the co-founder of The AGC™, a private online community for financial advisors dedicated to growing alongside their peers. Taylor has been recognized as a Top 40 Advisor Under 40 by Investment News and as a Top 10 independent financial advisor by Investopedia. He has also written several articles for Advisor Perspectives, most recently about technology and podcasts, and he has built a large following among our readers.

Show Notes

Here is a link to Taylor’s firm, Define Financial, a fee-only financial planning firm in San Diego, CA. Here is a link to The AGC™, the online community for financial advisors dedicated to growing alongside their peers. Here are links to the two podcasts Taylor hosts: Experiments in Advisor Marketing and Stay Wealthy. Here is a link to Taylor’s articles on Advisor Perspectives. Here is a link to Taylor’s article about SEO that appeared on Michael Kitces’ blog. Here is a link to Yoast SEO, the service that Taylor mentioned.