For Financial Advisor / Insurance Agents UNDER 1 YEAR IN BUSINESS
DISCOVER EXACTLY HOW TO FASTTRACK YOUR BUSINESS, ELIMINATE OVERWHELM, AND BOOK MEETINGS CONSISTENTLY TO HIT YOUR FIRST $10,000 MONTH
THE FIRST YEAR FASTTRACK:
Discover the FASTEST way to Hit Your FIRST $10,000 Month
YES I WANT ACCESS NOW!This is the EXACT Playbook I Used to Build My Financial Planning Career and Hit $170,000 IN MY FIRST YEAR
DISCOVER
The NUMBER ONE Reason 80% - 90% of Advisors FAIL in Their FIRST YEAR -- and What To Do About It
UNCOVER
The Biggest Mistakes Reps Make (and how to avoid them) -- Including the MINDSET SHIFTS NEEDED To Get To Your First $10k MONTH.
LEARN
The EXACT Activities You MUST BE DOING Every Single Day to see Success (hint: If you don't know these, you WON'T see success)
I Know This Works Because I've Been There....
Scottie's Ratio's for 2018
This was my FIRST YEAR as an Advisor. I Had NO Sales Background and NO Background in Asking for / Getting Referrals.
And YET I HIT MY FIRST $10,000 month in MONTH FOUR.
And I DID $170,000+ in my FIRST YEAR!!!
Meet Scottie
Hey guys, I'm Scottie.
In 2015, I quit my 6-fig corporate job, tried and struggled to be an entrepreneur, and finally became and advisor in 2018. In a few short years I had build up a book of business of 100s of clients, 10s of millions of AUM, and 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 & Insurance Agents (like you) get more leads, scale your business, and hit that dreamy, sexy $25k/mo mark and beyond without working more hours.
The cool thing? I was an advisor for SIX 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 $475k+ in 2022 (working 2-3 days per week AND having wayyy more fun).
