The mission is simple: Empower people to elevate their success and money mindset I’m on my way to a 7 FIGURE YEAR and total lifestyle freedom. And I’m here to share my energy, failures, pain points, breakthroughs, manifestation goals and mindset tips along the way. I created the podcast to help in the exact way I wanted to be helped -- by recording short "rants" on a particular topic. Money, success, mindset, elevation, energetic frequency, manifestation -- all of the above. Share with those you care about that you think would appreciate the lift!
“If you were doing so well, why did you quit?”After 6 years building a multiple 6 figure financial planning business, I fully sold my book in December 2023. Few people really know why, and so I'm finally pulling back the curtain. In my most recent episode, I break down:
How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren't maximizing tax strategies—and that's where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden. In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn't ONLY for high-net-worth clients ✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clientsConnect with Shauna:
How do we (financial advisors) differentiate ourselves in an era of robo-advisors and automated investing? In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever. James shares his insights on: ✅ How to create a value proposition that goes beyond investment management. ✅ The psychological side of financial advising and why clients need more than just numbers. ✅ The power of niche marketing and how targeting a specific audience can skyrocket your success. ✅ His transition from a broker-dealer to an RIA—what he learned and why it was the right move. ✅ The best networking, branding, and referral strategies for growing your practice. If you're looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you. Connect with James:
Ever feel like you're just waiting for the other shoe to drop in your business? That nagging fear of being “found out” or not being enough?In this episode, I share my journey from living with constant imposter syndrome to becoming unfazable in the face of rejection, cancellations, or criticism.Learn the two transformative strategies I implemented to cultivate a mindset of neutrality and unshakable confidence in business. What You'll Learn in This Episode: The role of integrity in eliminating fear and self-doubt. Why over-communicating with clients builds trust and peace of mind. How to develop a deep belief in your ability to solve any problem. The power of neutrality and how to maintain it in high-pressure situations. Connect with Me:
In this game-changing episode of the Success Money Mindset Podcast, I sat down with the incredible Thomas Blottenberger, a CFP® with 15 years in the trenches. We dove deep into: Why knowledge isn't enough (and what really drives action) Crushing the fear of asking for referrals The secret weapon of curiosity in client conversations How to challenge client beliefs (without being a jerk) Leveling up yourself AND your clients Check out our guest, Thomas, here: https://www.linkedin.com/in/thomasblottenberger/ Ready to 10x your business? Join my "Bulletproof Prospecting System" masterclass and learn how to fill your calendar with high-quality leads. Sign up now: https://event.webinarjam.com/register/24/91899tgx
Ever feel like you're on a ROLLER COASTER in your business? One month production is great. The next two months, it's NOT so great. Money is inconsistent, leads are inconsistent, and emotions are up and down. If you've ever felt this, you're not alone. Check out this episode of the Success + Money + Mindset Podcast to explore how you can JUMP OFF the emotional and financial ROLLER COASTER. Key Takeaways from the episode: Identify if you're on the financial and emotional rollercoaster in your business Focus on revenue-generating activities like prospecting and lead generation to stabilize your income Adopt a belief system that values your worth independently of your production numbers Create a prospecting system to consistently bring in new leads Ready to implement a prospecting SYSTEM in your business? Check out our free training to learn how you can implement proven strategies to create consistent revenue and emotional stability in your business. https://www.scottietaylorjr.com/training-sign-up Enjoy! Scottie
Have you ever walked a client through your prospecting language, felt SOO good, got really motivated to get referrals --then suddenly you're hit with the “let me think about it!”? While it's SUPER common, it's also insanely frustrating -- becasue it can completely derail the prospecting process. In this episode, I share my proven approach to handle this objection confidently and effectively—without coming across as pushy or salesy.
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I share a way that you can close more business -- WITHOUT feeling salesy or slimey. This one tactic, "Closing The Energetic Loop" has the ability to impact your business in MULTIPLE ways -- and when you adopt this tactic, you will start to experience MASSIVE shifts in the way you do business. I can't WAIT for you to explore this for yourself. Want to explore working with team STJ? Click the link beow to fill out a short (5 question) assessment, and then you'll be able to book a call with our team. Please note that this is NOT a sales call. This is our opportunity to learn more about you and see if you're a fit to go further. If you're not a fit for 1:1 mentorship, we will recommend other options!
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I wanted to go DEEP into the importance of building your SKILLSET -- and not trying to take a "short cut" by investing in a marketing agency, buying leads, paying someone to put meetings on your calnedar, etc. etc. The reality is -- when you are an advisor, YOU are the product. YOU are the service. Hiring anyone else to prospect for you DOES NOT WORK. Want to explore working with team STJ? Click the link beow to fill out a short (5 question) assessment, and then you'll be able to book a call with our team. Please note that this is NOT a sales call. This is our opportunity to learn more about you and see if you're a fit to go further. If you're not a fit for 1:1 mentorship, we will recommend other options!
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I wanted to share a conversation I had with a student of mine -- we were talking about networking, selling, and helping people move to action. He mentioned something to me that I thought was REALLY impactful. Check out the video to learn what he said. p.s. Most advisors think hitting $25k/mo is hard. But scaling your business to that elusive $25,000 per month mark is actually NOT as hard as you might think. There's actually a process to get there. Click here to grab my exact roadmap to $25k/mo CONSISTENTLY -- https://www.scottietaylorjr.com/prospecting-system-live
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm sharing my FAVORITE motto -- ABT -- Always Be Testing -- which is SUCH an incredible motto to clear disappointment, frustration, and to ALSO see results in your business FASTER than ever. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm sharing what you need to do to become RELENTLESSLY Intentional about getting referrals & leads. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live
Welcome BACK to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! Today, we're exploring the concept of REPLACE, DON'T CHASE. This is something I learned from a mentor of mine (a MULTI-million dollar onlien coach) -- and it's something that -- when you adopt it -- you will find yoruself LESS stressed, LESS anxious, and LESS REPELLANT. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live
Ready to adopt the mindset of a million dollar advisor? Join me and Jason in THE MILLION DOLLAR ADVISOR MINDSET Masterclass. In 2 hours, you'll discover Scottie's 7-Step Process to Eliminating Limiting Beliefs (these are crucial if you want to work less, get more leads/referrals, run your business with more confidence, and FEEL better) PLUS, Jason will walk you through the FIVE PILLARS OF A MILLIONARE ADVISOR MINDSET. Jason has coached MULTIPLE million dollar producers, and he'll provide you the psychology based tools to actually step INTO the million dollar advisor. Click here: https://www.scottietaylorjr.com/offers/K7dYQkLz/checkout
Ready to adopt the mindset of a million dollar advisor? Join me and Jason in THE MILLION DOLLAR ADVISOR MINDSET Masterclass. In 2 hours, you'll discover Scottie's 7-Step Process to Eliminating Limiting Beliefs (these are crucial if you want to work less, get more leads/referrals, run your business with more confidence, and FEEL better) PLUS, Jason will walk you through the FIVE PILLARS OF A MILLIONARE ADVISOR MINDSET. Jason has coached MULTIPLE million dollar producers, and he'll provide you the psychology based tools to actually step INTO the million dollar advisor. Click here: https://www.scottietaylorjr.com/offers/K7dYQkLz/checkout
Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm going over how you can EMBODY the next level (2.0) version of yourself --- and grow your business to $15k, $20k, $25k, or BEYOND. No matter your goal, you MUST learn how to STEP INTO the next level version of yourself if you want to accomplish things you've never done before. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live
You know the saying: "what would you do if you knew you couldn't fail?" I always loved that saying. But... fear is real. And so is imposter syndrome. And so are limiting beliefs. Clearing these beliefs and installing a new mindset can actually help you become happier -- AND help you make more money as an advisor.
Do you sometimes look at other advisors and think "what the heck goes on in their brain to make them so confident, so sure of themselves, and SO successful?" -- I asked my business coach, Jason Hartanov, what mindset top adviors all have in common. This is what he told me
Check out the Video on YouTube! https://youtu.be/UGwHTwoN00w INTRODUCING... FA Mindset Mastery - The Confidence Building Masterclass. Eliminate imposter syndrome, bust limiting beliefs that are holding you back, clear any money blocks, and adopt the mindset of the $300k+/year advisor. Here's a truth that kinda sucks to hear, but is also really empowering to hear: YOU are the only person holding yourself back from success. But... how do we find the solution inside of ourselves? Welcome to FA MINDSET MASTERY. FA MINDSET MASTERY is about shifting into a new version of yourself. A more confident version. A version that's clear on the value you provide — and owns it. In 2 hours, you'll discover the simple yet effective method to becoming more confident and more empowered -- leading to more sales, more referrals, and more JOY. Ready for a mindset upgrade? Click here to learn more & join FA Mindset Mastery
Welcome back to the STJ Success + Money + Mindset Podcast! In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business. First, he highlights the two segments of a financial advisor's business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK. Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system: 1. Creating a rinse and repeat process for asking referrals in meetings 2. Utilizing LinkedIn for direct message outreach campaigns 3. Implementing a method to train clients to send inbound referrals (The "No Ask" Method) 4. Dedicated prospecting meetings (“DPM”) 5. Getting referrals through LinkedIn 6. Email marketing Want to dig deeper & scale to $25k/mo? Check out my FREE Training for Financial Advisors: https://www.scottietaylorjr.com/prospecting-system
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If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click below to register & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system
If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click below to register & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system
If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click below to register & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system
If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click below to register & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system *** Three Pillars of Dave's Coaching: Dave's Coaching Focus: Money: Understanding how to earn, keep, and multiply money by addressing common misconceptions and beliefs. Mindset: Helping clients understand the true nature of the mind and the impact of mindset on achieving results. Manifestation: Teaching clients how to manifest their goals by aligning thoughts and actions with universal laws and principles. Here are a few of the MANY things we discussed: The importance of setting clear, ambitious goals. Distinguishing between intellectual understanding and true awareness of belief systems. The role of mindset in achieving financial success. Nature's principle of multiplication vs. addition for growth.
If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click here to register & be sure to block off the time in your calendar!! ***** Welcome to the Success + Money + Mindset Podcast! Today, I interviewed Hailey Rowe and got a TON of her expertise on closing more sales, building confidence, and how to navigate challenging conversations!
If you're a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. Click here to register & be sure to block off the time in your calendar!! ***** Ok my friends, let's talk about being an introvert and still building a successful practice. When I first started my career as an advisor, I did it ALL. Everything I was "supposed to do."
If you're a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you. I'm hosting a FREE TRAINING called The Inbound Leads Masterclass In the Masterclass I'll be sharing the exact framework to getting inbound leads, booking your calendar FULL, and hitting $25k/mo consistently. (this is the HOW behind my systems). If you want $15k+/mo without working MORE, you don't want to miss this. Click here to register for the training & be sure to add it to your calendar ASAP **** As y'all likely know, I really enjoy working. BUT I also really, really enjoy NOT working. I love setting up systems to make my business run without me. And lately, I've been really falling back in love with myself, my life, building up hobbies (post breakup life I'm being really intentional about loving myself & doing things that fill my cup). And during the week when I would "normally" be working, I've been reading by the pool, working out, taking my doggie Cashew for a walk, having a green juice at a coffee shop, spending time with my bestie Ashley... But.... Here's what I've noticed (and I'm curious if this will ring true for you, too) When I'm unclear or "foggy" around HOW to bring in consistent revenue into my business... the hobbies, the time off, the spontaneous walks in the middle of the day -- they feel like GUILT, not like FREEDOM. Over the past 7+ years, I've noticed something SHOCKING. Lack of clarity creates anxiety. Fortunately, the opposite is also true. More clarity = less anxiety (and more money, more consistency, and more FREEDOM). As advisors / business owners, I think that a lot of us crave freedom. But, when you don't know the "how" on creating recurring, consistent income -- the freedom feels fleeting, or stressful, or guilty. (have you ever taken a vacation / maternity leave / a long weekend -- and kept thinking over and over and over about work?) A few weeks ago, I was feeling really stressed about money (yes, even I sometimes feel anxious around money)! And here's what I've observed in myself (as well as the advisors I coach) -- 95% of the time, when I'm stressed about money, it's because I'm looking at the OUTCOME (# of closes on the calendar, our open inventory, submitting premium, people saying yes...) and NOT focusing on the ACTIVITIES (dialing, getting referrals, showing up daily to do your "revenue generating activities"). And THAT is why this topic is so important. So -- let's talk about how I structure my day (p.s. these are not recommendations, I'm sharing so you can see what feels right and adopt if you'd like!) First thing I try NOT to check my phone (it's hard some days). I don't want my brain to start by relying on social media for dopamine. I walk Cashew for about 30-45 minutes and listen to a YouTube (usually Abraham Hicks, Oprah, or Andrew Huberman) I then sit and work on my HIGHEST value activities. My curent daily activities are: Other things I do that keep my brain in OPTIMAL performance include: I don't consume any social media content until I've created mine (creation > consumtpion) I put my phone on do not disturb so I'm not distracted during my daily activities I don't check emails until later in the day I have SYSTEMS for getting leads & referrals (more on that below) -- so I am not "stressed" about leads or new meetings MOST IMPORTANTLY -- I focus on all the above BEFORE answering client questions / reading emails / checking texts. This keeps me OUT of "reactive" mode, and keeps me in creation / focus mode.
In 2019 I started using a prospecting tool that -- to this DAY -- still brings in 3+ meetings a WEEK. Curious what that tool is? LINKEDIN. When I cracked the LinkedIn code, it was like I struck GOLD. If you want to learn more about my LinkedIn Campaign strategy, I'm hosting a FREE Training called - The Inbound Leads Masterclass -- and in it, I'll be sharing two of the most FOUNDATIONAL things you need to be successful on LinkedIn (and book 3-5 more meetings per WEEK). Click here to Register for the FREE Training This is for you if you are already seeing success but want MORE meetings (and more money). This is for you if you want to break into a new ideal, target market. This is for you if you don't have enough meetings and want to learn a system that's PROVEN to get people on your calendar. You really don't want to miss this. Click here to Register for the FREE Training **** Here's how you can get in touch with Abbe Large! https://www.lenoxadvisors.com/ Email Abbe: alarge@lenoxadvisors.com
If you want to learn more about my LinkedIn Campaign strategy, I'm hosting a FREE Training next Tuesday called - The Inbound Leads Masterclass (Tuesday 3/26 at 11am EST) -- and in it, I'll be sharing two of the most FOUNDATIONAL things you need to be successful on LinkedIn (and book 3-5 more meetings per WEEK). Click here to Register for the FREE Training This is for you if you are already seeing success but want MORE meetings (and more money). This is for you if you want to break into a new ideal, target market. This is for you if you don't have enough meetings and want to learn a system that's PROVEN to get people on your calendar. And during the Masterclass, I'll be sharing a brand new offer for a select group of advisors that want the step-by-step guide to maximizing LinkedIn & booking 3-5 meetings per WEEK through automations. You really don't want to miss this. Click here to Register for the FREE Training
Welcome BACK to the next episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast! In today's episode, we are talking about STRESS. But, specifically, how to manage stress, how I think about stress, and some actual tactics you can do to reduce your stress levels. This is a very relevant episode for me based on some things going on in my personal life — and I hope you enjoy it just as much as I enjoyed recording it. Let's dig in! p.s. Do you want to grab my *exact* cold call & cold email templates to book more meetings, easier than ever? I've FINALLY released my *exact* “copy & paste” Cold Email & Cold Call Templates — and they are going to BLOW your mind. Ready? Click here to learn more
Hello my money making friends! I'm so happy to have you BACK on another episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast! In today's episode, I can't wait to share with you my journey from 2021 to 2023 as a digital CEO & entrepreneur! I ran my cash collected numbers for each year just for my own review — and what I discovered SHOCKED me. In the episode I share all these numbers (exactly how much cash I've made in my online programs) as well as the TWO things I did differently in 2023 to lead to such explosive growth. I can't wait for you to check this out!! Scottie P.s. If you're a Financial Advisor / Insurance Agent, 2+ years in business, and have already hit at LEAST $10k in a month — and want to grow to $15k-$20k/mo consistently… Email me at assistant@scottietaylorjr.com the word SYSTEM and let's chat. I've opened up a VERY limited number of 1:1 coaching spots & would love to see if you're a good fit.
Do you want to start getting INBOUND LEADS in your business? If you're a financial advisor / insurance agent and you want inbound leads in your business, this is for you. If you FREE TRAINING…
Do you want to start getting INBOUND LEADS in your business? If you're a financial advisor / insurance agent and you want inbound leads in your business, this is for you. If you FREE TRAINING…
Welcome back to another episode of the Success + Money + Mindset Podcast! Have you registered for my free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses!! Okay, onto the Episode! Today's episode was born from a conversation I had with my bestie (Ashley) about the desire to work less, but the feeling / resistance that kept coming up when I actually TRIED to work less. This one is pretty vulnerable, so I'm excited to hear what you think!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? (if you want inbound leads, click here to register NOW) In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Onto the Episode!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Okay, onto the Episode! 2024 is upon us. And I don't know about you, but I just FEEL the excitement of 2024. I just KNOW it's going to be another breakthrough year for Scottie Taylor Jr. And if you're feeling the same, I have an incredibly potent episode for you today! In the latest episode of the Success + Money + Mindset Podcast, I share The 4 Step Process to Crush 2024 (as an Advisor / Insurance Agent) Today's Episode: The 4-Step Process to Crush 2024 (for financial advisor / insurance agents) Ready for the 4-Step Process? Step 1: Get Clear - The Foundation of success starts with setting goals that resonate emotionally. First up, I guide you through a process of connecting with your goals on a deeper level, and then share the significance of having a clear goal with a strong emotional connection. Step 2: Focus on Activities, Not Outcomes - Next, I walk you through a game-changing perspective on achieving goals by emphasizing activities instead of outcomes (hint: this is what 99% of management missses when they teach new advisors). In the episode you'll discover why concentrating on controllable, repetitive activities is the key to success. Step 3: 90-Day Focus Challenge - The third step is to set up your next 90 day activities, and in here, you'll discover how committing to a 90-day challenge can create a positive shift in your approach to achieving long-term goals. Step 4: Weekly Progress Review - Last but not least, I walk you through a practical and actionable approach to reviewing your weekly progress! You're not going to want to miss this episode!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Onto the Episode!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Onto the Episode!
Welcome back to another episode of the Success + Money + Mindset Podcast! Do you want to start showing up as the 2.0 version of yourself? In your business, friendships, relationships, and life in general? If so, you're going to want to check out today's episode, Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems & processes! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Onto the Episode! In this episode, I share quick but impactful insights on how to step into the 2.0 version of yourself by assessing your energy and creating a streamlined business!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? If you want inbound leads, click here to register NOW! In the training you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Click here to secure your spot!
Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Onto the Episode!
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NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee'd up A+ Referrals in 5 Days Workbook."
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee'd up A+ Referrals in 5 Days Workbook."
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee'd up A+ Referrals in 5 Days Workbook."
Welcome back to another Episode of the Scottie Taylor Jr Podcast! Embark on a transformative journey as Scottie shares a recent experience that turned resistance into a profound lesson. Discover the keys to recognizing internal resistance, distinguishing burnout from intuition, and stepping into the energy of your higher self.
Welcome back to another episode my friends! This episode is one of my most vulnerable, because I'm sharing my story -- and holding back nothing. A lot of times social media just shows you the highlight reel. But the struggles we go through are universal (EVERYONE has their moments) -- and those struggles are what often help build the most character, resiliance, and desire for change. I also wanted to record this episode because I'm a very optimistic person, and sometimes my optimisim creates "selective amnesia" for myself LOL. Meaning, I go through tough times then basically just "move on" because hyper-fixating on my struggles doesn't allow for more growth. I really hope you enjoy this episode and are able to pick up some lessons from the thigns I went through!
Have you checked out my Free PDF: 5 Secret Prospecting Hacks yet? If not, you're going to want to check this out ASAP https://scottietaylorjr.ck.page/secret This is for you if you're a Financial Advisor / Insurance Agent / Wealth Management Advisor and want to get more referrals & leads, PERIOD! Click here to download the free PDF! → https://scottietaylorjr.ck.page/secret Okay, so let's get into the Episode! Episode 83: What Happens if you Invest in Something and it Doesn't Pay Off? Have you ever invested in a program, teacher, product, course, book, etc…. And felt like you didn't get what you were hoping for? Maybe it wasn't the financial ROI (return on investment) you had expected. Maybe you didn't learn what you were hoping you'd learn Maybe you didn't see the results you wanted to see (ex: with a personal trainer, you didn't lose the weight, gain the muscle, etc.) Feeling like you didn't get what you desired can be really frustrating. The good news is that in this episode, I'm going to share with you exactly how I think about investing in my business & personal life… AND what to do if you invested in something previously that you maybe don't feel so great about looking back. Once you check this out, let me know on IG @thefinancialadvisoracademy what you think! Scottie
Have you checked out my Free PDF: 5 Secret Prospecting Hacks yet? If not, you're going to want to check this out ASAP https://scottietaylorjr.ck.page/secret This is for you if you're a Financial Advisor / Insurance Agent / Wealth Management Advisor and want to get more referrals & leads, PERIOD! Click here to download the free PDF! → https://scottietaylorjr.ck.page/secret Okay, so let's get into the Episode! Episode 82: How Your Energy May Be Causing People to Ghost You or Cancel Their Plans Do you have clients who sign up for an insurance / annuity plan - and then later on want to cancel? Are you having people cancel on you – or no show you? Do you feel like people don't respect your time? Do you have super skeptical or challenging clients? Are people ghosting you in the process? If any of these ring true, you're going to want to check into this episode! Once you check this out, let me know on IG @thefinancialadvisoracademy what you think! Scottie
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