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.
Master Your Marketing in 2025
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Six months ago, I met with my team to evaluate our marketing + discuss our future growth goals. I kicked off the discussion by stating: "What got us here, won't get us there." ... Since that meeting, I've invested $50k+ on consultants and spent hundreds of personal hours improving our marketing strategy. Like financial planning, successful marketing is a fluid, ongoing process. It requires regular monitoring, maintenance, changes, and improvement. It also requires time and patience. All of these resources spent without seeing any immediate results reminds me of something Jay Clouse recently said: "In a couple of months, people are going to say, 'You’re killing it,' but it’s going to be due to all the invisible work I’ve been doing for months." Are you motivated to triple down on the invisible work to level up your marketing? If so, I have two opportunities to share with you today: ... 1.) Free Marketing Advice (Last Chance!)ICYMI, Kendra Wright and I launched a new podcast last year, Advisor Marketing Made Simple. It was just named a Top Podcast for Adviors in 2025 by Kitces.com. Our most popular format is our "Advice Line" episodes. In these episodes, we workshop marketing strategies and challenges with real-life advisors LIVE on the show. It’s like a free marketing consultation but recorded so fellow advisors with similar challenges can learn alongside you. It doesn’t matter if you have decades of experience or you’re just getting started as an advisor... ...if you have a BIG marketing question and/or want to workshop a current challenge, we would love to invite you to join us on the show. The deadline to submit is TOMORROW at 11:59pm. 👉 Submit Your Advice Line Application And if you’re wondering whether this is for you, the answer is: yes. You don’t need to be "struggling," and you don’t need to have it all figured out. You don't even need media or podcasting experience. Some of the best conversations come from advisors who simply want to uncover their next steps in an area where they are stumped, pressure-test their strategy, or discover opportunities they didn’t even know existed. We only offer these sessions a few times a year. So if you’ve been considering it or have any interest in joining us, get on it!
... 2.) Kitces Marketing Summit 2025Instead of telling you what you ‘should’ be doing... ..the 2025 Kitces Marketing Summit will feature 6 practicing financial advisors who will SHOW you exactly what is working to attract clients. Early Bird registration ends tomorrow, March 4th! Grab your Early Bird Pass and receive an Exclusive Kitces T-Shirt! This is a live virtual event. Join from anywhere, and access a full recording to reference after the live event. 👉 Learn more and get registered. ... Here's to mastering your marketing in 2025 (and beyond)! As always, hit reply to this email with any questions. I read and respond to every message. :) 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.
What happened to all the optimism from a few months ago?! It’s long gone. It’s like it evaporated overnight. Last week, with the market down a mere 3%, something interesting happened: Investor sentiment fell off a cliff. Well, That Escalated Quickly In an environment that is rapidly turning pessimistic, volatility is spiking, bond yields are falling, and the stock market is dropping from its recent highs, now roughly back to election day prices. Investors aren’t just worried about the stock...
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...
For those who caught my recent podcast episode on risk, I'm excited to share that our annual ski trip was a success, and nobody got hurt. 🙏 In fact, this year was extra special because my wife and I got to share a chairlift with our boys for the first time :) In today's email: What is a Tariff (and Who Pays It)? What Are the Potential Financial Repercussions of Tariffs? How Should Investors Think About Tariffs? I'm also sharing three of my favorite articles I read this past week. Let's dive...