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"A Fireside Chat with Taylor Schulte: Improving the Client Experience"
Event Details
Thursday, May 28, 2020
Program: 1:00 P.M. - Adjourn: 2:00 P.M.
(818) 558-3908
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Guest Speaker(s):

Taylor R. Schulte, CFP®, Founder & CEO, Define Financial

Event Schedule:
1:00 PM"A Fireside Chat with Taylor Schulte: Improving the Client Experience"
4:00 PMAdjourn

Event Details:
Join us as Taylor Schulte from Define Financial and the Experiments in Advisor Marketing podcast discusses his journey of turning chaos into an amazing client experience filled with processes and structure. We'll cover both the online and the in-office (his preference) experience during this fireside chat. So no matter how you interact with clients, you should get at least one takeaway that will help your business.

You can submit questions through (open starting May 22!). The event code is: FPALA. Add your own questions or upvote other people's questions that you want Taylor to answer during the meeting. Questions with the most upvotes will be answered first.

After the fireside chat, we'll split up into smaller breakout rooms for networking and to continue the conversation.

You are invited to go to Taylor's podcast website and choose an episode that stands out to you at:

This event has already past. You will no longer be able to RSVPs for this event.


Founder & CEO, Define Financial, Taylor R. Schulte, CFP®

Taylor R. Schulte worked for large wealth management firms for half of his career. Unimpressed with how they spent more time talking about how to make the firm more money than how to make clients more money, he set out to change that focus.
In 2014, Taylor launched Define Financial, a team of award-winning CFP® professionals helping their clients reduce taxes, invest smarter, and retire on their terms.
Taylor is a regular contributor to Kiplinger and the host of an iTunes top 200 retirement podcast called "Stay Wealthy".
When Taylor is not perfecting financial plans, you can find him traveling with his wife and two sons (Sawyer & Sutton), searching for the next best carne asada burrito, or trying to master Adam Scott's golf swing.

Learn more about Taylor:

and his podcasts:

Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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