The Financial Advisor Academy:
The 5 to $25k Method
A Transformational Online Academy for Financial Advisors to..
👉 MASTER Prospecting Strategies
👉 Generate Inbound Leads
👉 Ditch the Grind Mentality & Hit $25k/mo+ Without the Burnout!
This is the MOST potent and comprehensive coaching program on prospecting that exists out there
A Transformational Online Academy to Become a Master at Prospecting
Financial Advisors 1+ Year in Business. You're good at closing, you just need more (and better quality) leads. Production above 70k+ & want to hit $400k+ (without any "ick" tactics)
You Will Have All The Tools, Tactics, and Templates to Hit $400k and Beyond, Sustainably
If you desire to double your production (and accomplish something you've never done), you'll have to do things you've never done before
It’s a Wednesday at 10am. You just left your weekly accountability meeting (snooze fest)
The feedback you received:
- “You need to be dialing 40 people a day”
- “If you just did more FactFinders, you’d be fine”
- “Are you asking for referrals?”
Frustration level 10/10. You KNOW you need more FactFinders.
But, you’re temporarily motivated. “Okay” you think, “Let’s dial to get some FactFinders!
But wait, I’ve already called my entire dial list! Okay… I need new leads…”
You start to think: “where can I get some referrals? Maybe I should use LinkedIn? I heard that worked for another advisor ….
Or should I call up a CPA and try to get referrals?”
No, I should just ask more in my meetings... but wait, I need more meetings in order to ask..."
Suddenly, you’re spinning out. 😩 You're not sure which prospecting strategy is best or even where to start.
You start to question why the heck you even became an advisor in the first place. Why does this career feel so dang hard all the time?!
Anddddd, cue burnout 🥵
If you’ve ever been here, I get it (because, same).
👉 Here’s where it all went wrong (and here’s how to fix it):
Everyone is telling you to focus on the outcome, aka the FactFinders. The problem is, by the time you focus on the FactFinders, it’s already too late.
Instead, your main focus should be on the inputs, aka: prospecting activities.
But not just “spaghetti-at-the-wall” kind of prospecting.
Not the kind of prospecting where you sorta ask your clients in meetings (only to get crickets) or send out messages to your alma mater on LinkedIn (which does not work, pls don’t try).
I’m talking about a clearly defined, proven, and repeatable prospecting strategy so you constantly have leads coming in every. single. day.
What if I told you a strategy like this is simpler than you realize, and something YOU can implement in your practice, too?
If you’re ready to learn the strategy, read on:
👇 👇 👇
If you’re already getting all the high quality leads you want, you can close out of this page now. Because to be frank, you don’t need this.
👉 This is for you if you're good in front of clients, but just can’t seem to get enough high quality, consistent leads.
👉 This is for you if you have a deep desire to be a successful Financial Advisor / Insurance Agent and want to build the business of your dreams – and you just KNOW that by unlocking your prospecting that you’ll get there easier and quicker.
Inside The Financial Advisor Academy, you’ll learn the 5 Steps to Becoming a MASTER at Prospecting. Ready to dig in?
Here's the step-by-step process FAA will teach you:
Step 1: Become a Prospecting MAGNET
- This section will teach you how to become Irresistibly Referable
- Prospecting is marketing. Marketing is prospecting. Period
- In this step, you’re going to learn how to become a marketing MASTER in under 30 minutes. Why? The reason why things aren't clicking (yet) is because you have an outdated understanding of how marketing (aka: prospecting) truly works.
- There's a saying in the marketing world that goes: When you speak to everyone, you appeal to no one. THIS is why your generic approach to prospecting isn’t working (this step was a big one for me)
- You’ll learn how to pick your PERFECT target market and understand/communicate their pain points so deeply -- so new prospects are actually EXCITED to meet with you (vs. feeling like you’re chasing them all the time. We are DONE with "chasing energy").
Step 2: Create Your Prospecting Process
- When I ask advisors "what does your prospecting process look like?" I sometimes hear.... "what process?!" If you feel like you're a bit scrambled, scattered or "flying by the seat of your pants" (lol) - this section is going to be golden for you.
- First, we’ll audit your existing prospecting system. What’s working? What's not working? I'm talking about radical transparency into your existing language, effectiveness, consistency, and strategies.
- We’re going to uncover EXACTLY what needs to be improved so we can focus on these areas.
Step 3: Learn the RIGHT Strategies
- Imagine you’re trying to catch fish (prospects), but you’re using your bare hands. That’s your current prospecting strategy. Ineffective, but occasionally works if you try hard enough.
- In the third step, we’ll determine where your ideal client is (hint: you’ll be going to them) and then learn the Top 8 Prospecting Tactics – and determine which are relevant AND authentic to you (& your prospects).
- The best way to think about this step is like looking at a bicycle wheel. A great prospecting strategy is diversified (just like a great investing strategy). I want you getting referrals from LOTS of sources (ex: LinkedIn, in person meetings, email marketing campaigns, inbound referrals, etc.) so they never dry up.
- In this step, we’re revamping your process -- you'll get the right net, tools, and location so you can just drop the net and BOOM, fish are caught. It’s going to be so easy, you'll be kicking yourself wishing you did this sooner.
Step 4: Craft The PERFECT Activity Matrix
- In this step, you'll create a Simple and Actionable Prospecting Strategy.
- I’m talking about knowing EXACTLY what to do, every day, in order to call in the EXACT clients you want to work with.
- This level of clarity is RADICALLY transformational. No more guesswork. No more shotgun approach to prospecting. Just proven strategies that are repeatable every day.
- The vibe here is that when you do certain activities (which I will show you), you'll have 95% confidence you'll hit your goal. Now THAT is a MF vibe.
Step 5: Get Out of Your Own Way
- And finally, I’ll show you how to get the heck out of your own way by clearing out any funky head trash that’s holding you back.
- Because guess who REALLY runs the show? Your subconscious brain.
- If there are any beliefs that say that dialing or prospecting is sticky, funky, or cringy, we’re going to completely rewire these beliefs (this is something I’m REALLY good at helping you with)
When you walk through this 5 step process, my promise is that you’ll be on your way to becoming a MASTER at prospecting.
Take a Sneak Peek Into the Program!
Working Harder Does Not Always Equal More Success! Working Smarter Does
How do I know this strategy works? Because I've been there, and done it myself.
Check out my production #s below, and hear from a select group of Advisors I've helped!
Scottie's Ratio for 2019
(Worked 201 days and did $288k of Insurance Premium!)
Scottie's Ration for 2021
Worked 83 Days (2 Days/week) and wrote $315k of Insurance Premium!
Scottie's last 2 years income
January 2021 - February 2023
Meet Robert, Who Implemented a Prospecting System, Hit 60 QSs his FIRST MONTH and now has a goal of $40k+ per month!
Hear from Sydney, who was stuck between $8k - $15k/mo of production. After only 90 days, she hit her first $25k -- and did it way easier than EVER!
Meet Chris! His average monthly production was $10k before joining. After only 4 months, he had his biggest month ever of $50k and 22 lives!! He's now averaging $40k/mo production! That's a 400% increase!
Client Win Highlights!
Check out some of the INCREDIBLE Financial Advisors who went ALL IN and completely transformed their business! Are you next?
When we first started working together, Sydney was writing between $8k - $15k/mo insurance premium. After 3mo, she hit her first $25k/mo (and did it without the burnout or stress!)
Working together, Brad had his best year ever, hit his highest premium month in the business ($30k+), and triple jumped on the grid payout rate (we're talking an extra $50k+/year of income).
Lauren hit MDRT for the first time, had her BEST YEAR EVER, passed her CFP exam, and hired an incredible staff person all within a year of working together!
In 3 months, Chris transformed his mindset and went from $10k/mo to $40k/mo production! And after only 4 months, he had his biggest month ever of $50k production and 22 lives!!
After 2 months of working together, TJ created a bulletproof prospecting strategy and wrote $36k of production… after only 8 weeks!!! His new goal is $50k/mo!
Kendra had her BEST MONTH EVER production wise after 5 months of working together, is up 13% YOY in production, and who has upleveled her mindset and fully released stress and anxiety around money!
In a few short months, Esme upleveled her client base, jumped off the hamster wheel, and wrote her biggest case ever ($25k)! Her focus has even helped her write more production in one MONTH than her entire last quarter!
Working together, MaKenna was able to release the rollercoasters of emotions around money & success, hit her goal of 1 star pathfinder, and is more confident than EVER in her business!
Wondering "How"? These are the things you'll learn inside
THE FINANCIAL ADVISOR ACADEMY
- When you join FAA, you get IMMEDIATE access to Module 0, the introduction module, that will help you get the MOST from your experience in the program!
- You’ll learn how to Navigate Your Resources, What to Expect from each week, How to get the MOST from FAA… and
- You’ll learn the Foundational Beliefs that, when you understand and internalize, will completely shift your perspective on business & success
- There’s also an INCREDIBLE PRE-WORK SECTION! This homework will help you determine exactly what you want to get from this program (and how to get it)
- Clarity is key. Period. If you feel like you’re on a hamster wheel of “work work work” – but not really sure where you’re going, this section is for you.
- Get HYPER Clear on your Goals & Your Vision + What is Currently Holding you Back.
- The exercises in this section will go deeper than you ever have into your subconscious mind – to REALLY understand what it is you want (and not just what you THINK you want)
- Explore (and create) your own Ideal Lifestyle Design so you can achieve the freedom, flexibility, AND income you signed up for.
- Learn why you set goals but can’t seem to hit them (and set goals that are actually going to get you inspired)
- Also learn about Limiting Beliefs (aka: the exact reason why you’re stuck where you are) – including an easy and powerful exercise on how to eliminate any beliefs that aren’t serving you.
- In this, you’ll learn how to become a Prospecting Magnet & Generate Inbound Leads.
- Over 88% of Advisors fail in this career. Curious the #1 reason why they don't make it? You got it - not enough new, high-quality leads.
- There are three revenue generating activities that are FOUNDATIONAL to a solid & successful and thriving business. Outreaches (Dialing), Prospecting, and Your Approach. In this section, we're going to do an audit of your business. There are SIX areas that we’re going to dig into based on the three revenue generating activities above. And we’ll figure out which is the problem child (or children!) and how to fix them.
- This section will change everything for you. In this Module, you’ll learn exactly what makes an Advisor Irresistibly Referable, and you’ll walk through a 6-Step Process to Becoming a Prospecting MAGNET.
- Learn how to finally Set Client Minimums (the right way), and start Prospecting Up -- Uncover the Mindset AND Tactics behind prospecting up.
- Craft the “Perfect Approach” – one that makes your clients DYING to meet with you (rather than feeling like you’re chasing them all. the. damn. time.)
- You learned HOW to become a Prospecting Magnet in the last module. In this Module, You’ll Learn Your Ideal Prospecting Strategy
- Learn The Secrets to the Four IMPACTFUL Prospecting Tactics, including:
- Email Marketing
- Finding Referrals via LinkedIn
- Perfect LinkedIn Messaging Strateg
- Dedicated Prospecting Meetings
In this section, we’re going to go over 4 prospecting tactics that will exponentially increase your business. These are 4 tactics that you can start implementing NOW to generate more leads – and high quality leads.
These strategies dig DEEP into the “Farming” aspect of prospecting – these are active strategies but don’t require you to show up every single day and keep ASKING for names.
These are strategies that are tested, tried, and so easy to execute.
THE PERFECT ACTIVITIES
- Wouldn’t it be nice to wake up and not have to think: “What should I focus on today?” – But instead have absolute clarity around the activities to hit your goal?
- Having a framework for activities is great (sometimes) – but instead of following some generic playbook, let’s create YOUR perfect set of activities.
- This week we’re going to help you Reverse Engineer the EXACT Activities Needed to HIT YOUR GOAL (and WHY).
- We’ll be using the 12-Week Year as a Guideline, and this is the exact method I used in 2019 to hit $296k.
- No more guesswork. No more committing to random activity goals. We’re replacing all that confusion with massive clarity. When you follow these activities, you will hit your goal.
- If you ever feel like you’re on a hamster wheel of work, work, work, this week is for you.
ADVANCED PROSPECTING TACTICS
- Nesting at Companies
- Speaking Engagements
- Power Partners
- Networking Events
- In this section you’ll get plug-and-play templates for all of the various prospecting strategies – helping you create a diversified prospecting approach.
- No more reinventing the wheel. Grab a template and start generating more leads, now.
Hear from Lee, a FAA Student!
"I just now completed the first lesson, and I can already understand how that benefited me. Great exercise to examine our own psyche, which I had never done. I am more clear now on why I want this.
My managing partner used to tell me that I need a strong “why” to motivate me. My “why” up until now was to support my family. Your exercise, where you said to let it flow without judgement allowed/enabled me to dig deeper in to things I want that I previously wouldn’t let myself put on paper – perhaps what I would have considered selfish or superficial. I feel much more in tune with myself now.
The section on eliminating limiting beliefs was very powerful for me. I needed that. I feel like I have been flooded with limiting beliefs. I now feel empowered to recognize, address, and break them down. This I believe has been a significant road block to my growth beyond my comfort zone.
And lastly, the Money Mindset also was revolutionary for me – having managed a corporation’s money in my previous life, with many zeros in every transaction, that seemed almost fictional to me, in hindsight. Transitioning to now helping individuals manage their own hard earned money, which is very dear to them, suddenly made the concept of money morph into a something different.
Every dollar is so dear, and matters so much more to individuals, and that made big commissions seem implausible to some extent.
Also, I think I was stuck on belief that there is a right way to do things and if I don’t know the right way to do things, then I shouldn’t try. Your statement that there is no right or wrong way was very liberating after I dwelled on that – that was the first time I came across that thought.
This section I now understand expanded my mindset and is very important. Thank you. I am very excited for lesson 2!"
Meet Esme, who jumped off the hamster wheel and after 3 weeks closed a $25k case! In month 4, she already did MORE production than the entire last quarter!
Why I do What I do
Still not sure? Read on...
No time? No problem.
I get that new ideas can feel a bit overwhelming sometimes. You probably have a LOT on your plate right now.
The question you might be thinking: Can I really take on more?
I get it because I’m ALSO an advisor. And I’m a huge fan of learning from the mistakes of others and SAVING yourself time.
The thing is, you have two choices:
Keep doing what you’re doing now, not invest in yourself, and try to figure this out your own way.
Spend countless hours, weeks, months, or even years doing research, listening to different mentors or advisors, and try to piece together a prospecting strategy that works for you.
All while you continue to tread water, juggle expenses, and try to maintain your personal/family life… hello, burnout!
Or instead, you could take the leap, invest in yourself, and learn the simplified, straightforward, and PROVEN methods for ACTUALLY becoming a prospecting MASTER.
And by doing so, save your future self YEARS of effort and sacrifice.
Investing in this program will not take more time. It will SAVE you time from having to figure this all out on your own.
Okay, so maybe you’re ready to join, but you’re still nervous. It’s an investment. And you might be thinking… “I just don’t have the money!”
Here’s a simple truth: You WILL pay for the knowledge in this program.
You’ll pay for it in one of two ways: with your time, or with your money.
Struggling advisors choose to think thoughts like “I can’t afford it!” -- and instead spend hours and hours of their precious time trying to figure out the same information.
Successful advisors think thoughts like: "Do I want to invest my TIME, or my MONEY?"
Truth is, given enough time, you probably COULD learn everything in this program.
My question to you is: What’s the more valuable resource? Your TIME, or your MONEY?
Wealthy people use MONEY to buy TIME.
The question isn’t “can I afford this?!” – the question is “can I afford (with my time) NOT to do this?”
Are you ready for this? This program is for you if...
👉 You’re a Financial Advisor
👉 You focus on insurance, investments, and/or fee-based planning
👉 You’re hitting $8k-$10k/mo and want to get to $25k/mo
👉 You struggle getting consistent high-quality leads
👉 You love being an advisor, but at times it feels like you’re missing that “secret sauce” that helps other advisors hit that $400k+ mark (and make it look easy)
👉 You think: “if I could only have the right people on my calendar, my business would be incredible!”
👉 You’re working hard, chasing clients, generating very few (or none) inbound referrals, and just KNOW this business can be more efficient.
👉 You sometimes think you’re flying by the seat of your pants and want a more structured, consistent, and repeatable way to bring in new business
Meet Brad, who just had his BEST YEAR EVER and a TRIPLE Jump Grid Payout!
I LOVE Seeing You Win
Hear From Paige, who Tripled Her Premium per Life & Works 1 Day Less/Week!
Meet Kendra who had her BEST MONTH EVER production wise after 5 months of working together, is up 13% YOY in production, and who has upleveled her mindset and fully released stress and anxiety around money!
Check out Scott, who went ALL IN & Transformed his Mindset around Success!
When you join The Financial Advisor Academy, you'll receive:
Immediate & Lifetime Access to the FULL Online Program to help you become a Prospecting MASTER, Generate Inbound Leads, and Scale Your Business to hit $400k+ sustainably!
For a typical 3-month engagement with Scottie and to get access to all of these incredible templates, it would typically be $15,000….
SPECIAL PROMOTION: If you decide this is for you and sign up, you’ll get the SPECIAL RATE of $2,997Join FAA Now!
At this point, you know your business could be operating more smoothly.
And so right now, you have two options.
You can choose to do nothing... and then of course nothing changes. You can keep putting in more and more effort and hope the problem just goes away (hint: it won’t)
OR you can choose to step into FULL Business Owner status and completely TRANSFORM your business, generate inbound leads, and make the whole process fun again.
If you’re 100% committed to making your business work FOR you, then it’s time to get signed up and get started!!
Otherwise, you can just click right off this page!
But CHOOSE Quickly!
The SPECIAL RATE of $2,997 is only available for a short time! That’s right, if you made a decision in the next 24 hours, you’ll get access to this program for a massive discount. And after these 24 hours, you will never be able to get your hands on this valuable information at such a low price.
But if you put this off, what will change? Don’t wait! You can get started today!
Join Now & Create The Financial Planning Business you KNOW you Deserve!Join FAA Now!
Meet MaKenna, who hit her goal of 1 star pathfinder and transformed her way of thinking about money!
Hear From Folks Who Went All In
When I started working with Scottie I had no idea what to expect, I just loved his energy and knew I needed support. In just 2 months of working with him, I launched a business I had been dreaming about!
He helped me address my limiting beliefs around money and gave me the tools to strengthen my mindset. My wife and I started prioritizing what was ultimately important to us and in return we are working with better clients and have increased our overall revenue while lowering unnecessary expenses!
So much has been accomplished in just 6 months and I am excited for what’s to come working with Scottie! 😊
Other coaches don’t have the same clarity and focus that Scottie does. Scottie balances an energy shift approach with real life. In a short time, I have transformed my idea about what it means to be “successful” and have never felt more optimistic about the future. I can’t wait to see what comes next!
Scottie has been a game changer for my overall mindset around money, growth and success. He has helped me think abundantly, rearrange and blow up (in the best and most productive sense!) things in my life that are no longer serving me, and forced to me face some limiting beliefs that I had no idea were blocking my pathway to more happiness in life.
I am having my best year ever in my practice making more money than ever and I attest that to the work I’ve been doing with Scottie!
Over the years I have had a variety of different coaches who have focused on my business by usually comparing what other people have done or essentially telling me who’s path I should be following. I was introduced to Scottie by a coworker and from our first introduction call, I could tell there was something different about the conversation.
Our coaching has focused on a mindset, process & activities that are not just about my business, they are about my overall life and wellbeing! This has helped increase my mindset, self-talk, abundance, relevance to clients, referability and revenue. There is no doubt that coaching with Scott has made a significant impact in my overall life.
Spending time with Scottie is almost indescribable – he brings light, amazing energy, and absolute value to every conversation we have ever had. His advice has drastically improved my business and I recommend him to anyone looking to improve their life, finances, and/or business.
In my brief time working with Scottie I have seen tremendous growth, not just in my business, but in my personal life. He challenges me in the ways that I need and was looking for, but more than that, is that I feel like I have permission and freedom to do more of the things I love and bring me joy in life.
I’ve also been able to carry these lessons into my personal life outside of business, and maintain my peace there.
I’ve already experienced tremendous progress in both my business and mindset. Not only have I started feeling more comfortable consistently taking time for myself away from my business, I am FINALLY asking for quality prospects and seeing my income per potential client rise accordingly!