Taylor Schulte - An Abundance Mindset (Live from San Diego)

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Taylor Schulte. Taylor Schulte left the Wirehouse world in 2014 and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA. He started this firm to create a business model that was bound by the Fiduciary standard and to obtain the freedom and flexibility to creatively grow my practice and help more people. He is also a regular contributor to Kiplinger, the The Co-Founder of The AGC™ Community for Advisors, Host of the Experiments in Advisor Marketing Podcast, Host of the Stay Wealthy Retirement Podcast and Founder of the Retirement Podcast Network. When he is not perfecting financial plans, you can find me traveling with his wife and two sons (Sawyer & Sutton), searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

Tune in to hear:

- Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this?

- What role should community play for advisors and what can community provide that you couldn’t necessarily get through self-study or other means?

- In setting up his podcast, what did Taylor find worked well and what ended up surprising him?

- What differentiates marketing tactics and marketing strategies? Why is it so important to setup an overarching strategy and not just cobble together disparate marketing tricks?

- What role does authenticity play in crafting a successful marketing strategy?

- How can we position behavioral finance to our clients in a way that will fit a little bit better for them?

- What are the stages of a marketing funnel and how can we better apply these to promote our business?

- How do you manage the fragile balance between content creation that is accessible to everyone and trying to monetize this in some way?

https://www.taylorschulte.com

Compliance Code: 1367-OAS-8/1/2022