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Taylor Schulte

27 Podcast Episodes

Latest 6 Nov 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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

Creative Elements

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 *** ABOUT JAY CLOUSE Subscribe to my weekly newsletter Find me on Twitter Find me on Instagram Enroll in my podcasting workshop Enroll in my course on podcasting, Podcast Like The Pros *** LISTENER SUPPORT Join our community on Facebook Support this show through Buy Me A Coffee *** SPONSORS Try Podia and save 15% for life as a Creative Elements listener Start your free trial of SavvyCal and get your first month free using promo code ELEMENTS Get a free month of Blinkist Premium *** PODGLOMERATE NETWORK This show is a part of the Podglomerate network, a company that produces, distributes, and monetizes podcasts. We encourage you to visit the website and sign up for our newsletter for more information about our shows, launches, and events. For more information on how The Podglomerate treats data, please see our Privacy Policy.  Since you're listening to Creative Elements, we'd like to suggest you also try other Podglomerate shows surrounding entrepreneurship, business, and careers like Rocketship.fm and Freelance to Founder. Learn more about your ad choices. Visit megaphone.fm/adchoices

1hr 3mins

21 Sep 2021

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Ep 30: How To Handle Conflicting Advice With Taylor Schulte

Retirement Tax Services Podcast

Steven’s returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing. Today’s episode answers a submitted question: “I would like to know if Taylor’s ever recommended a Roth conversion, but then had a client decide not to do it because their tax preparer didn’t recommend it?" Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a


16 Jul 2021

Similar People

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Taylor Schulte: Stay Wealthy

The NewRetirement Podcast

The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs).Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison.© 2021 NewRetirement Inc.


1 Jul 2021

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Ep 13: Taxes And Digital Marketing With Taylor Schulte

Retirement Tax Services Podcast

Steven’s guest for this episode is Taylor Schulte of Define Financial. Taylor is a financial advisor who has found tremendous success focusing on tax planning in his digital marketing. You can find the show notes and transcript here.


7 Jun 2021

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Ep #32: Securing Clients as a New Planner with Taylor Schulte

New Planner Podcast

Taylor Schulte is the Founder and CEO of Define Financial, a financial planning firm in San Diego, CA. In this episode, he walks us through his career journey from what piqued his interest in finance, to joining a large wirehouse right out of college where he pulled together $15-million in AUM by the time he left.  Listen in as he shares the catalyst for his transition to the independent RIA space, how he developed a niche as an out-of-the-box marketing thinker, and how dealing in that niche has really fuelled his growth to $100-million in assets as of 2021. Taylor also shares his biggest mistakes with his marketing, some of the common pitfalls that financial planners should avoid when structuring their marketing plan, and why you should start with the end in mind when developing your strategy. You can find show notes and more information by clicking here: https://bit.ly/3aWgi8g


14 May 2021

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Ep178 How To Build A Marketing Funnel with Taylor Schulte

The Resilient Advisor

Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel. Learn more about the Kitces Digital Marketing Summit on May 13th, 2021: https://www.kitces.com/digital-marketing-summit-2021


4 May 2021

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Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor Schulte

Top Advisor Marketing Podcast

Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue. Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.”So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients?In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He’s here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients. You will learn: What pivot skyrocketed Taylor’s podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor’s audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect’s interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more!Tune in now to learn how to successfully embark on your own podcast journey to grow your business!Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte’s Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess


16 Feb 2021

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Awesome SEO Advice For Financial Advisors (With Taylor Schulte)

Financial Advisor Marketing Podcast

Here’s an unfortunate truth about being a financial advisor: Unless you build a marketing machine that attracts leads on autopilot, you’ll always have to cold-call strangers, attend networking events or write postcards to strangers.  For many advisors, good SEO is the key to escaping this trap. When you rank high on Google, people see you before any of your competitors.  This week’s guest Taylor Schulte has built a successful business in record time, managing almost $100MM. In this episode, he shares how effective SEO strategies catapulted him to where he is today - and how you can use the same strategies to become well-known, popular and wealthy.  Want to get clients without chasing them? Listen now! Show highlights include:  Why SEO can get you a ton of leads without putting in a lot of work. (10:55) Why putting too many buttons on your website makes people click off your website (even if you’ve got the world’s best SEO). (11:35) How to make sure only qualified prospects in your target market contact you through your website. (18:21) How to tell Google what keywords to rank your website for. (21:34) The step-by-step method to dominate a niche online (even if no one in your market knows you). (30:09) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to the https://TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called „5 Keys to Success for Financial Advisors“ when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/9-actionable-seminar-marketing-tips-for-financial-advisors.html https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html Links mentioned on the show: https://www.theadvisorcoach.com/seo-for-financial-advisors.html


15 Feb 2021

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Taylor Schulte - S2 Ep.2

MSUWMA Podcast

Taylor Schulte is the CEO and Founder of Define Financial, headquartered in San Diego, CA. He was ranked #2 independent advisor by Investopedia and has been featured in the Wall Street Journal, Investment News, Forbes, and more. He also has two podcasts, Stay Wealthy and Experiments in Advisor Marketing. He is also the co-founder of the AGC (Advisor Growth Community). Website: https://www.taylorschulte.com/ Podcasts: https://www.taylorschulte.com/my-podcasts/ LinkedIn: https://www.linkedin.com/in/taylorschulte/ WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg


14 Jan 2021

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Implementing Surge Meetings with Taylor Schulte

The Perfect RIA

Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings. You can find show notes and more information by clicking here: https://bit.ly/32TMmWI


12 Oct 2020