Tag Archives: Define Financial


Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr

Being a young advisor in an industry dominated by older generations can be tough, but it also brings many new opportunities to the field. 

In this episode, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the young advisors have on the financial industry, and how new perspectives could open up doors advisors have never seen before. 

In this episode, you will learn:

  • What it is like being a young advisor in the financial industry
  • Details on opening an independent firm
  • The evolution of change that up and coming advisors can bring to the industry  
  • What the future of the financial advising industry could look like  
  • And more!

Tune into this episode to hear real stories of two young advisors taking the leap and running an independent firm, and the potential lasting effects on the industry. 

Resources: Matt Ackermann | Integrated Partners | Taylor Schulte | Define Financial | Mike Mohr | Mohr Financial Group 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Michael Mohr is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners and The Mohr Financial Group, both are registered investment advisors and separate entities from LPL Financial. CA Insurance License #OJ20351. Taylor Schulte is the CEO of Define Financial and is a separate entity and not affiliated with Integrated Partners, the Mohr Group and LPL Financial.