Planet MicroCap Podcast | MicroCap Investing Strategies

Ep. 132 - CFP® Marketing 101: Understanding Your Niche with Taylor Schulte, CFP, Founder and CEO of Define Financial

July 29, 2020

In this episode of the Planet MicroCap Podcast, I spoke with Taylor Schulte, CFP, Founder and CEO of Define Financial. I found Taylor via his podcasts: Stay Wealthy and Experiments in Advisor Marketing, and I thought it would be interesting to understand CFA and CFP marketing better. As it shows on Define Financial's website, it is very clear, "Retirement Planning For Individuals Over Age 50" - bam, right there, in your face, this is what we do. I've been interviewing more CFA's and CFP's recently, and between my recent interviews with Anna N'Jie-Konte, and now Taylor, it seems that CFA's and CFP's need to carve out their niche - can't be all things to all people. I really enjoyed my time learning about Taylor's firm, and his insights on marketing.


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For more information about Define Financial, please visit:


You can Follow Taylor Schulte, CFP on Twitter @DefineFinancial