"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."
"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."
"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!"
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