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

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.

 

We are ONE WEEK away from our upcoming virtual event, the SNN Network Virtual Investor Conference - August 3-6, 2020. Keynotes, Speakers, Panels, Presenting Companies are now LIVE on the website. I'm really proud of our line-up as we at SNN are making a concerted effort to use our platform to help address important issues in our industry and showcase a diversity of brilliant voices. In order to participate in our event, please register here: https://conference.snn.network/signup

 

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

 

Subscribe here: http://bit.ly/1Q5Yfym

 

Click here to rate and review the Planet MicroCap Podcast

 

The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market.

 

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

 

For more information about Define Financial, please visit: https://www.definefinancial.com/

 

You can Follow Taylor Schulte, CFP on Twitter @DefineFinancial