Taylor Schulte, CFP®
@DefineFinancial
Define Financial • @Investopedia Top 5 Advisor • Co-Founder @TheAdvisorGC • Stay Wealthy Retirement Podcast
An amazing group of well-deserving advisors being recognized by @Investopedia today. A BIG congrats to all, I'm honored to be included. 👉 Check out the full list: investopedia.com/top-100-financ…
What if everything you’ve learned about money completely changes once you cross the $1 million mark? I had a blast chatting with @dollarsanddata this week about his new book, The Wealth Ladder. We discussed: → Why retirement savers with $1-10 million often feel financially…
Shout out to all the advisors listening to my podcast with @DefineFinancial “Advisor Marketing Made Simple.” A quick review means a lot to let us know you are listening, what you enjoy most, and what makes the show stand out to you. 🙏
My book, The Wealth Ladder, is now available: geni.us/wealthladderha…
I've been thinking a lot about Scottie's comments this week, and I'm not sure anyone has viewed them the way I did, so if you don't mind, I want to share why they resonated with me: Don't let your job define who you are.
I've been using Exhibit A (custom chart-building service by @mattcerminaro and @michaelbatnick ) since its launch in March. Since adopting it, I've identified two very specific use cases for it in my practice. If you're interested in learning more about the service + how I'm…
Does anyone use the YouTube Music app as their primary source for listening to podcasts? If so, please send me a DM—I have a quick question for you. Thanks!
Just crossed a billion congrats @Perth_Tolle !!!
Would be surprised if FRDM isn't a $500m fund soon. @Perth_Tolle been@banging the drum for a long time... mebfaber.com/2021/06/07/e31…
🚨 Last chance! Registration for #JoltConference closes TONIGHT at midnight. ✅ The only marketing conference in finserve ✅ 40+ speakers from top firms ✅ Real strategies for AUM growth, AI, video, niche marketing & more Use my code ROBERTSOCIAL for 30% off:…
As I said in my recent interview with Taylor, China would just raise their tariffs again by today. The US is underestimating China. They are our economic and military equal. They will not be bullied. We're doing this ALL wrong. x.com/spectatorindex…
Big thanks to @cullenroche for joining me on the pod to chat tariffs, markets, and kids preventing us from taking naps. Listen here: youstaywealthy.com/podcasts/tarif…
Big thanks to @cullenroche for joining me on the pod to chat tariffs, markets, and kids preventing us from taking naps. Listen here: youstaywealthy.com/podcasts/tarif…
Outside of our awesome Practice Manager Cathy, every other member of our awesome team (client-facing as well as back-stage) has come from networking and socials. I'm confident that our next unicorn rockstar team members is out there. Please view and share or apply as you see fit.
There's a reason you're seeing more and more financial advisor communities pop up. Clearly, being a part of a community is proving to be an essential component to financial advisor success. And while I can't tell you if @theadvisorgc is the right community for you, I can tell…
Are you overlooking international stocks? That could be a BIG mistake. For over a decade, the U.S. has outperformed—but history suggests a global shift may be coming. Join us on March 13 as Jack and I discuss: 🌎Why current US valuations are sending warning signals to investors…
Advisors: Ever feel like you’re throwing spaghetti at the wall with your marketing? Trying everything… but unsure what’s ACTUALLY working?
One of my favorite conferences of the year! Get 20% off Jolt! by using the discount code 'SIMPLE' when registering 👇
My top goal for #JOLTCONFERENCE is to ensure that the content delivers value. This session with @DefineFinancial and @kendrarockslife is 💯 guaranteed to deliver! During this innovative session, you'll be able to watch as they bring an advisor on stage and troubleshoot their…
We are looking to hire great people to help build ETF Architect. If you have experience in anything ETF infrastructure related (legal, tax, trading, fund admin, ops, etc). We'd love to chat. We are growing at a rapid pace and cannot meet the demand without expanding our team.…
Grateful that @DefineFinancial I made the top podcasts list in 2025 by @MichaelKitces 🙏🙏🙏 Here's a few of our recent shows to get a preview if you want to check us out ⤵ → What To Do When Your SEO Traffic Drops → How to Handle Marketing Overwhelm: 5 Steps to Simplify…
Last Chance: Apply To Be A Guest Speaker at the Next Kitces Summit! It’s as simple as filling out a form, sharing what you’re doing and the measurable success you’ve achieved, and our team will help you develop and fine-tune your presentation from there. kitc.es/3P5EtVC