USP 2.0

A Proven System to Grow Your Firm (Authentically)

In this self-paced course, I'm SHOWING you every detail of the 3-step sales process I used to add $1 Million of (recurring) revenue in the last 4 years.

  • 13+ Video Lessons

  • Scripts & Templates

  • Sample Deliverables

  • ...and More!

Tony Matheson, CFP®

"I can't thank you enough for sharing your sales process with me. It has had a meaningful impact on my work, and ultimately my client's and my family's lives."

Nick Goode, CEPA®

"Taylor's course has provided a roadmap and made me dangerous for 2023 and beyond. He is one of the most generous people I've met in our industry."

Brett Fellows, CFP®

"This is single-handedly the most valuable marketing course I've ever taken. It helped me get focused and create a repeatable system for showing my value to prospects. Thank you!"

Your Instructor

Taylor Schulte, CFP®

  • Founder of $250 million RIA (Define Financial)

  • Co-host of Kitces Summits (w/ Michael Kitces)

  • Co-host of the Advisor Marketing Made Simple podcast