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Apply to Work With Scottie

🔥 Complete this short (<2 min) assessment to explore working together 🔥

Once you complete the assessment, you'll have an opportunity to book a call with our Client Success Manager, Kat. During that chat, Kat will determine if you're a fit for one of the STJ programs, you can ask any questions on your mind, and determine next steps from there.

Note: The call with Kat is NOT a sales call. It is a mutual fit process. Completing this assessment does not commit you to working together.

 👇 Click below to get started! 👇

Start

Question 1 of 12

How long have you been in business?

A

< 1 year

B

2-3 years

C

4-5 years

D

6+ years

Question 2 of 12

What company do you work with?

Question 3 of 12

What is/are your areas of focus? 

(Select all that apply)
A

Insurance (including annuities)

B

Investments / AUM

C

Fee based planning

Question 4 of 12

What was your last year’s income and/or insurance production (answer at least one based on your business model).

Question 5 of 12

What is your income and/or production goal for the next 12 months (what would you consider a massive success if you were to hit?)

Question 6 of 12

Describe your current prospecting in 2-3 sentences.

(example: I am using LinkedIn, I ask in meetings but don't get many names, I rely on cold calling, I use Feed Lists 50% of the time, etc.)

Question 7 of 12

When it comes to prospecting, what areas are you most looking to improve?

(Select all that apply)
A

Improve my prospecting effectiveness (generate more leads in meetings)

B

Prospecting up (meeting better quality people)

C

Become a prospecting farmer (generating inbound leads)

D

Clearing up “head trash” (mentally let go of beliefs that are holding me back)

E

Learn Prospecting Strategies (ex: LinkedIn, Email Marketing, Creating Feeds Lists, etc.)

F

Learn Specific Prospecting Activities To Do Daily to Hit my Goal

G

Other (fill in at next question)

Question 8 of 12

If nothing changed in your business in the next 12 months, would you be able to handle it?

Question 9 of 12

Is mastering prospecting (& getting leads) a "now" problem?

A

Yes, I want to figure this out ASAP

B

It's more of a 3-6 month focus

C

I'm not sure

Question 10 of 12

Assuming it had a positive return on investment, are you willing make an investment in your business right now?

A

Yes! I have the funds and am willing

B

Yes, but a payment plan would be most supportive

C

Maybe, it would depend on how much

D

Not right now

Question 11 of 12

Why is now the right time for you, and why do you want to work with Scottie?

Question 12 of 12

Anything else you feel would be relevant for me to know? Or any questions you have?

(example: are you currently working with a coach, inside a program, etc.)

Confirm and Submit