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Before you go...

Grab my PROVEN Cold Outreach Scripts & Templates to Book More Meetings

For Only $7

GET INSTANT ACCESS

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GET ACCESS FOR ONLY $7

After 7 years of trial & error, I've UNLOCKED the secrets to cold calling & cold emailing for Financial Advisors & Insurance Agents. These are the *exact* templates you can copy & paste to book more meetings, NOW.


Once you discover these templates, you're going to be kicking yourself for not having them sooner. 👇👇👇

GET ACCESS FOR ONLY $7 ($50 SAVINGS)

Get IMMEDIATE access to the Cold Call & Cold Email Scripts program, which includes:

  • 🔥 Two documents that contain my *exact* cold phoning language and cold email templates, you can "copy & paste" immediately, and
  • 🔥 Three videos (40 minutes total) where I explain:
    • 👉 The biggest mistakes advisors make when doing cold outreaches (that stops them from booking meetings)
    • 👉 The secret psychology hack to create MORE DESIRE for people to say yes
    • 👉 The exact language to use in the first 10 seconds to make sure you grab their attention
    • 👉 What days / times you should be reaching out
    • 👉 How often you should be reaching out
    • 👉 How you might be giving them an "easy out" and if you are, how to completely shift it
    • 👉 Exactly how to word a cold email to SKYROCKET your effectiveness at getting people to say yes
    • 👉 In what ORDER you should be reaching out (phone call, email, text) for MAXIMUM effectiveness
    • And much more.
GRAB THE TEMPLATES FOR ONLY $7!!

The Cold Call / Email Scripts Are For You If...:


âś… You want scripts & email templates to book more meetings, ASAP

✅ You don't want to rely on anyone else to book your calendar up -- you want full control of your success

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

âś… You focus on AUM, insurance, or free-based planning

GRAB THE TEMPLATES FOR ONLY $7

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).

I Know This Works Because I've Been There....

Scottie's Ratios for 2021-2022

Worked 83 Days (2 Days/weeks) and wrote $315k of Insurance Premium