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DO YOU WANT A+ REFERRALS?

Discover the Insanely Easy and Insanely Effective 5 Step Process to Get 5 A+ Referrals in the Next 5 Days!

Grab the *exact* step-by-step process that my private clients pay THOUSANDS of dollars for -- and you can get for a FRACTION of the cost.

Inside you'll get a simple & effective 5-step process (that can be done in under 1 hour) to get 5 A+ Tee'd Up Referrals. Period.

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GET ACCESS FOR ONLY $7 ($50 SAVINGS)

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GRAB THE WORKBOOK FOR ONLY $7 ($50 SAVINGS)

When you sign up, you get immediate access to the PDF Workbook. Inside, you'll discover: 

  • There are only 2 reasons why you aren’t getting A+ referrals consistently -- determine which is the reason blocking you & how to fix it

  • A step-by-step guide to determine your A+ client

  • A simple to execute (<30 minutes) 5-Step Process to identify, reach out to, and specifically GET A+ referrals

  • All my *exact* email templates, scripts, and agendas - to make the entire process insanely simple to execute

GRAB THE WORKBOOK FOR ONLY $7 ($50 SAVINGS)

Who this is for:

✅ You're a Financial Advisor, Financial Representative, Insurance Advisor, Wealth Management Advisor, etc.

✅ You focus on AUM, insurance, or free-based planning

✅ You are responsible for building your own book of business 

✅ You desire to work with more A+ Clients (#WorkLessMakeMore)

✅ You want a simple clear, and proven 5 Step Process (including scripts!) to get 5 A+ referrals in your business, ASAP

GRAB THE WORKBOOK FOR ONLY $7 ($50 SAVINGS)

Hi, I'm Scottie!

Business Coach to Financial Advisors (& Ex-Financial Advisor)

Let’s cut the small talk. I’m a multiple 6-figure Business Coach who wants you to make a sh*t-load of money.

In 2015, I quit my 6-fig corporate job (thank god!) and became a Financial Advisor, and in a few short years had helped hundreds of clients, and built up a multiple 6-figure business. After a while, I realized that my way of doing things was… different. And insanely effective. 

Since then, I’ve helped other Financial Advisors (like you) scale your business, grow your revenue, and hit that dreamy, sexy $300k mark and beyond without working more hours.

The cool thing? I've BEEN an advisor (for 6 years!). So I know what it takes to be successful in this career.

My motto: #WorkLessMakeMore. By unlocking my own mindset, I went from $26k in 2016 (working 7 days/week) to $490k+ in 2022 (working 2-3 days per week AND having wayyy more fun).