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Jolt! 2022: Taylor Schulte on the Importance of Patience and Focus in Advisor Marketing

Define Financial dives into the struggles of digital marketing.


In this video, David Armstrong, editor-in-chief and executive director of content,, and Taylor Schulte, founder and CEO, Define Financial, dive into the struggles of digital marketing, especially podcasting, and the challenges for advisors when expectations meet reality.

David and Taylor discuss:

  • Define Financial’s background and the commitment that Taylor had to make to achieve growth with his own firm;
  • Podcasting: why Taylor almost gave up on this medium and what changed to push him forward;
  • Are advisory firms that have relied on market performance and referrals, and not intentional marketing programs, at risk when markets turn south? and
  • The biggest stumbling block for advisors when launching a marketing plan.

See more of our coverage from Jolt! 2022


TAGS: Careers
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