I'm the host of the Stay Wealthy Retirement Show and founder of Define Financial, an award-winning retirement and tax planning firm. When I’m not helping people lower their tax bill, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
🚀 A Proven 3-Step Sales Process
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Happy Friday! I'm excited to share that The Ultimate Sales Process 2.0 (for Financial Advisors) is finally live! In this self-paced video course, I'm SHOWING you the exact 3-step process I used to add $1 million+ in new recurring revenue in the last 4 years. I'm also sharing freshly updated templates, agendas, deliverables, and scripts my team uses to power the process. 🚀 Limited-Time Launch OfferTo celebrate the debut of USP 2.0, I'm sharing a limited-time launch offer. If you purchase the course before Friday, February 14th @ 11:59pm EST, you'll receive the following:
👉 Learn more and grab the limited-time offer. (Note: If you're an AGC member, you have access to an additional $200 discount code in the Vendor Discount section.) Not Sure If USP 2.0 Is For You?Check out my recent Kitces Guest Article to learn more about my sales process. If you find those 5,000+ words helpful and want to dive deeper (+ receive all of the scripts and deliverables), USP 2.0 may be for you. Grab it now to take advantage of the limited-time launch offer. Hit reply to this email with any questions! To growing together, Taylor Schulte, CFP® |
Taylor Schulte
I'm the host of the Stay Wealthy Retirement Show and founder of Define Financial, an award-winning retirement and tax planning firm. When I’m not helping people lower their tax bill, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
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Today, I’m sharing 5 of my favorite investing & economic charts from the past month. These charts cover topics such as: The Uncertainty of Tariffs Inflation Hedges Corporate Spending...and More! Before we dive in, did you catch this week's podcast? 👇 3 Ways to Boost Retirement Income Learn why popular withdrawal strategies are too conservative and how to boost retirement income without putting your plan in jeopardy. Listen Now → Favorite Charts (February 2025) #1 - The Uncertainty of Tariffs...
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