Wait! Want a Full Calendar? Check Out The 3 Day Bootcamp!
3-Day Prospecting Bootcamp for Financial Advisor / Insurance Agents Who Want 30+ Referrals in <14 Days, Book More Meetings, and Close More Business
Ready to have a booked out calendar for the next month?
Discover the prospecting language, strategies, and tactics to Skyrocket your Referrals and book more meetings, ASAP
Skip the guesswork & get a proven system to get referrals, book meetings, and build momentum.
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In just 3 days, you’ll understand exactly how to ask for referrals in an effective and authentic way, how to effectively book more meetings, and the exact activities you should be focusing on to LAUNCH your Financial Planning / Insurance business.
BUY NOW!Booking Your Calendar Out For the Next Month Just Got a Whole Lot Easier...
Struggling to get referrals, book meetings, and feel consistent in your business?
I get it. And the fact is, most advisors / insurance agents use the strategy of "throw spaghetti at the wall and hope something sticks", or "work harder and longer until I get better results".
Before I finally hit multi-six figures in my own financial planning business -- that was absolutely me. In other words, I feel you!
In fact, just 3 years ago i felt like i was on an exhausting hamster wheel of:
😩 Constantly trying new prospecting strategies to get leads & referrals ("shiny penny syndrome")? -- only to feel like I was constantly working but not seeing results
😩 Fleeting moments of hope when someone finally did say yes... immediately followed by anxiety of "where is my next client going to come from?!
😩 And working 7 days a week & constantly "hustling" only to "tread water" and feel like I was stuck
What I found was that DOING more of the same kept GETTING me more of the same -- and quick fixes like telling myself "Okay, I'm going to ask for referrals in every meeting!" Weren't enough to bring me my ideal revenue consistently.
What did help me break trough to the next level of impact and income was taking a risk on myself and changing my entire mindset, approach, and framework around prospecting in my business...
And over the course of just three days, i'll be teaching you exactly how to put on YOUR CEO hat and take more strategic approach to your business.
The system I'm sharing with you is a piece of the same one that's helped hundreds of advisors generate more than $1m in additional production over the last year...
And it's a proven system that draws together proven language, strategies, and processes that's SIMPLE to follow - and actually gets results.
If you want to "crack the code" to consistent referrals, booked meeting, AND feel confident doing it, this really is a no-brainer...
You know you want to grow your financial planning / insurance busines...
You know you need a better system for getting leads & referrals to support that...
And you have proof that this method works.
So wether you're 1 week in, or 2 years in...
This WORKS in Financial Advisor / Insurance business of all different shapes and sizes, with different product offerings and different target markets.
And, this is your chance to "steal" my scripts, templates, and systems and use my most effective strategies at a ridiculously low price.
In other words, this is a no-brainer if you want to make waves in your space and break through to your next level of impact and income.
Ready to book your calendar full?
JOIN NOW!Details
You Receive Instant & Lifetime Access to the 3-Day Class When You Register.
At the end of 3 days, you’ll have the complete structure for both WHAT to do, and HOW to do it.
JOIN NOW
THE 3-DAY PROSPECTING BOOTCAMP
WHAT YOU GET
SIGN UP NOW!A 3-Day Simple & Effective Prospecting Bootcamp for Advisors / Insurance Agents get 30+ leads in 14 days.
Day-By-Day Outline:
DAY 1
👉 The 5 things you NEED to run a successful business
👉 Foundation of Being an Advisor
👉 The MUST KNOW Difference between Short Term Effective vs. Long-Term Sustainable Prospecting Strategies
👉 The Biggest Mistakes Reps Make (and how to avoid them)
👉 The EXACT Metrics to Hit to See Success
DAY 2
👉 Organic Prospecting in Meetings
👉 The reasons you’re not getting referrals
👉 Prospecting Scripts & Exact Language to get Referrals
👉 How to Overcome Objections
👉 Dialing/Emailing & Booking Meetings!
👉 The reasons you’re not booking meetings
👉 The Most Effective Phoning Language to book a lot of meetings
DAY 3
👉 The Bulletproof Referral Method: Introducing the DPM
👉 Step By Step Game plan to do a DPM
👉 The NEW Project 30
👉 How to Generate 30+ Referrals in 14 days through the 30-Day Activity Spreadsheet.
What This Training Covers:
✅ Authentic and bulletproof prospecting language
✅ A clear & simplified strategy for getting referrals from existing clients & connections
✅ Ideal language for converting your warm network or cold connections into meetings
✅ Language to book meetings effectively
✅ The exact activity spreadsheet for you to focus on each day -- to bring you radical clarity &
✅ Included are: scripts, language, templates, and spreadsheets so you don't have to re-invent the wheel
What This Training Does NOT Cover:
❌ Buying Leads
❌ Recruiting other people & tap into their market to get leads
❌ Using “door-to-door” marketing to meet people
❌ Facebook / Google Advertising
❌ Cold Calling / Cold Emailing
❌ Doing Seminars
❌ Having to Partner with CPAs
❌ Using TikTok or other Social Media Platforms & *hoping* people will message you
Who this is for:
✅ Financial Advisor, Financial Representative, Insurance Advisor, Wealth Management Advisor, etc.
✅ You focus on AUM, insurance, or free-based planning
✅ Your are responsible for building your own book of business
✅ < 2 years in business OR doing less than $10k/mo and want to "reboot" your business
✅ You want a simple clear, and proven framework to get referrals quickly & book more meetings
Why This Was Created
This is absolutely needed. Plain and simple. I've spoken with 300+ advisors / insurance agents, and I consistently hear the same thing: "I'm struggling and I need a way to book more meetings".
But despite this, MOST "mentors" offer advice like: "just work harder", or "just ask for referrals more consistently" or "buy leads" -- all of which are.... not helpful.
If you want to not only survive but THRIVE in this career, joining is a no-brainer.
At the end of 3 days you will have a clear game plan on how to book more meetings, get more leads, and build momentum in your business.
I Know This Works Because I've Been There....
Scottie's Ratio's for 2019
(Worked 201 days and did $288k of Insurance Premium!)
Scottie's Ratios for 2021
Worked 83 Days (2 Days/weeks) and wrote $315k of Insurance Premium
Hear From Advisors Who Unlocked Their Prospecting Strategy & Saw Incredible Growth!
The Transformations are flowing in:
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THE 3-DAY PROSPECTING BOOTCAMP
WHAT YOU GET
SIGN UP NOW!Meet Scottie Taylor Jr
Prospecting Strategist
In 2019 I was working 7 days a week, making good money, and anyone looking in, it looked like i had "made it". But deep down i was struggling with massive burnout, anxiety & guilt around my business -- and would think to myself "if this is what success is like, i'm not sure i want it"
Fast forward -- in 2022 I worked 3-4 days a week, made over $490k, and had more freedom & fun than I've ever had (and there's so much more abundance coming!)
What changed?
I created a prospecting SYSTEm in my business to bring in new leads. I ditched "shiny penny syndrome" and "hustling my way to success" and instead implemented proven, repeatable strategies to bring in new leads & referrals.
Not only does money flow easier & faster than ever -- but I am happier and more fulfilled than i've ever been.
Frequently Asked Questions
Is this a live workshop?
How long is each day?
I'm over 2 years in the business, is this for me?
I'm brand new in the business, is this for me?
I focus on investments only, is this for me?
I have another question - where should I ask it?
Earnings and income representations made by Scottie Taylor Jr, and their advertisers/sponsors are aspirational statements only of your earnings’ potential. The success of Scottie Taylor Jr, testimonials and other examples used are exceptional, non-typical results and are not intended to be and are not a guarantee that you or others will achieve the same results. Individual results will always vary and yours will depend entirely on your individual capacity, work ethic, business skills and experience, level of motivation, diligence in applying Scottie Taylor Jr's programs, the economy, the normal and unforeseen risks of doing business, and other factors.
