4 Ways to Learn Faster Than the World is Changing with Taylor Schulte: Why all financial advisors need to be lifelong learners

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Between Now and Success


If you’re not learning faster than the world is changing, then you are going to fall behind very quickly. And businesses that fall too far behind usually don’t get a second chance to catch up.

A big challenge for financial advisors is, how do you stay on top of everything that’s required to run a successful advisory business?

As Josh Brown put it at the recent Wealth/Stack Conference, “A good advisor is both coach and quarterback, on-demand psychologist and personal friend, historian and futurist.” That’s an awful lot of ground for us to cover in our personal and professional learning. Plus, we have to track technological advances that are impacting our industry, while also adapting to best practices that help our businesses stay ahead of the competition.

If you haven’t made a commitment to learning one of your top responsibilities as a CEO advisor, today’s episode will help you get with the program.

My guest today is financial planner, author, podcast host, and speaker Taylor Schulte. Taylor is the founder of Define Financial, a financial planning firm headquartered in San Diego, CA. He’s also the co-founder of Advisor Growth Community, a place for financial advisors to connect with and learn from each other, and the host of two excellent podcasts, Stay Wealthy and Experiments in Advisor Marketing.

Taylor and I talked about why all financial advisors need to be lifelong learners, our sources for learning, and we share a few marketing ideas too.


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