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For the Financial Advisor Ready to Hit $300k+, Effortlessly

Introducing... The Financial Advisor Academy!

A 6 Week Online Course for Financial Advisors to Learn the Exact Tactics, Strategies, and Templates to…
πŸ‘‰ Generate Inbound Leads
πŸ‘‰ Scale Your Business
πŸ‘‰ Close Business Consistently
πŸ‘‰ And Hit $300k+ Without the Burnout!
JOIN NOW!

Learn More about FAA from Scottie

 
BOOK A CALL WITH SCOTTIE

Working Harder Does Not Always Equal More Success! Working Smarter Does

Scottie's Ratio for 2019

(Worked 201 days and did $288k of Insurance Premium!)

Scottie's Ration for 2021

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

Scottie's Income for May 2021 - May 2022

What

6 Week Online Course Academy

Who

Financial Advisors 1+ Year in Business
Production between $70k - $250k & want to hit $300k (without any "ick" tactics)

Results

In 6 Weeks, You will Have All The Tools, Tactics, and Templates to Hit $300k and Beyond, Sustainably

Checkout Sydney, who hit her first $25k month in only 90 days!

 

If you know you can be successful but are feeling stuck, this is why

You set a big goal. You're excited about it. You know it's possible. But then months go by and you're not even close. But you were so damn busy that whole time.

Then you get discouraged and think: "what the heck am I doing wrong?"

If you know what you "should" do to be successful, why is it that you can't seems to be consistent in taking action?

There's a 3 part answer, and a simple solution to each

The reason you're not doing the activities consistently (and therefore hitting your goals) is because... 

 

#1 - You don't have a simple and clear prospecting strategy to bring in new leads.

 

You know you "should" ask for prospects in meetings. But let's be honest, how often do you actually ask for referrals? Probably not very often, right? 

Or if you do ask for referrals, do you find yourself rushing through that part, asking half-heartedly, and then letting your client totally off the hook

Or you attend a free prospecting training.

The speaker gets a lot of leads through CPAs. Should you connect with a CPA? How would you even go about doing that? 

Suddenly your head is spinning with ideas - but there's no execution. And so, you stay stuck.

Solution: 

Create a structure and clear prospecting strategy based on your IDEAL client - and use authentic prospecting tactics to start generating inbound leads! 

What this does for you:

Imagine waking up to an email referral from a client "Hey friend, you have to meet my financial advisor!"

You're ecstatic. And it's not slowing down.

Your clients know WHO you work with, why you work with them, and are excited to refer your business. 

This is all possible by understanding the true nature of prospecting - and by becoming a prospecting MAGNET! 

#2 -You're constantly mentally burnt out by trying to make multiple decisions all day long. 

 

You have 25 unread emails, a case to prep for tomorrow, case notes to do for the past 2 days, your clients keep emailing you questions, plus you have a never-ending list of TO Dos that seems to keep pilling up! 

It's no wonder you feel so scattered!  

Solution:

Remove decisions from your life and create an easy, simple to execute day-by-day structure.

What this does for you:

Imagine you know exactly what you're going to be doing each day when you wake up - and how these actions will grow your business. You're not working on 400 different things at once - you're clear, focused, and intentional with your actions!

#3 - You need radical clarity on the exact activities to hit your goals. 

 

Have you ever gotten the advice "keep this many meetings, do this many dials"  and without any other guidance, you just started to do what they said. 

But you're not connected to these activities and can't help but think "ummm, why exactly am I doing all this?" 

Solution:

Create a game plan with the exact activities (using your metrics, goals, and expectations) you need to do each week to hit your goals. 

What this does for you:

 

Imagine waking up every day with absolute clarity, around what you need to do. 

You know the EXACT activities to hit your goal, you know WHY they're connected to your goal, and you know HOW to execute them perfectly

Doesn't that sound nice? 

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I Want All of this

Meet Chris, after only 4 months, he had his biggest month ever of $50k productions and 22 lives!!

 

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Client Win Highlights! 

Check out some of the INCREDIBLE Financial Advisors who went ALL IN and completely transformed their business! 

Sydney!

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!)

Brad!

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!

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!

Chris!

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!!

TJ!

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!

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!

Esmeralda!

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!

MaKenna!

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

IMMEDIATELY

INTRODUCTION

  • 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)
WEEK 1

CREATE CLARITY

  • 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. 
WEEK 2

PROSPECTING MAGIC

  • 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.
  • This section will change everything for you. In this Module, you’ll learn exactly what makes an Advisor Irresistibly Referrable, 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.)
WEEK 3

PROSPECTING TACTICS

  • In Week 2, you learned HOW to become a Prospecting Magnet. In Week 3, You’ll Uncover Your Ideal Prospecting Strategy 
  • Learn Best Practices for the EIGHT most Useful Prospecting Tactics
    • Email Marketing
    • Finding Referrals via LinkedIn
    • Perfect LinkedIn Messaging Strategy
    • Nesting at Companies 
    • Dedicated Prospecting Meetings
    • 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.
WEEK 4

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.
WEEK 5

MASTER YOUR TIME

  • You became a Financial Advisor to be a Business Owner, right? Well, how often do you actually FEEL like a Business Owner?
  • Truth is, if you can’t take a week off from your business, you're not a business owner. You're self-employed (this hits hard). And if you want more freedom, more flexibility – this is a problem.
  • In this week, you’ll learn the MINDSET SHIFTS to Step into what being a “Business Owner” means to you.
  • Build consistency. Master your time. Control your calendar.
  • Determine your Zone of Genius and focus only on the activities that will actually generate REVENUE. 
WEEK 6

SCALE YOUR BUSINESS

  • To have true flexibility in your business (and life), you must learn to create systems and processes to remove yourself as the bottleneck
  • If you’re someone who likes to be efficient and productive, this is for you.
  • In this week, you’ll explore & learn a step-by-step breakdown on how to implement systems, templates, and processes in place to scale your time and finally make your business… a BUSINESS.
  • Get ready to uncover:
    • The Efficient Client Journey
    • The Client Onboarding Process, and
    • Tracking Inventory & Post Close Process
  • This is the final step to becoming the most amazing advisor you can be

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

Are you ready for this? This program is for you if...

 

πŸ‘‰ You’re a Financial Advisor

πŸ‘‰  You focus on insurance, investments, and/or fee-based planning

πŸ‘‰  You’re over 1 year+ in business

πŸ‘‰  You want to get to $300K production ASAP, without the burnout

πŸ‘‰  You struggle getting consistent high-quality leads

πŸ‘‰  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)

πŸ‘‰ You think: “if I could only have the right people on my calendar, my business would be incredible!

πŸ‘‰ You’re working hard, chasing clients, generating very few (or none) inbound referrals, and just KNOW this business can be more efficient.

πŸ‘‰ 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

 What You Get Inside


πŸ™Œ Immediate Lifetime Access to the FULL 6-Module Program including any updates or additions (Value of $4,800)

Inside FAA, you'll learn:

πŸ™Œ Exercises to determine your Target Market, their Pain Points, and learn how to brand yourself as the EXPERT in the area to make yourself irresistible referable.

πŸ™Œ An entire library of completely Done-For-You Templates for how to book Speaking Events (and what to present), Generate Leads on LinkedIn, create Email Marketing Campaigns, Create Targeted Feeds lists, and much more.

πŸ™Œ A step-by-step breakdown of how to craft the EXACT activity spreadsheet that is guaranteed to help you hit your goals, including my exact activities used to hit $300k of premium.

πŸ™Œ Plug-and-play templates that you can implement IMMEDIATELY in your business to  scale your business & save yourself time – including email templates, system flows for each section of your business, and how to delegate/automate work effectively.

πŸ™Œ Everything you need to hit $300k+ without working more hours

πŸ™Œ And much more!

But wait, there's more! Sign up NOW and you'll also receive:

πŸ™Œ BONUS: Exclusive Meditations / Yoga Flows to call in your exact ideal clients and everyday mantras to use to call in inbound leads. (Value of $1,250)


This is a total value of over $9,050!

Ready to Go All In?

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GOLD PLAN

Over $9,000 worth of value, normal investment to enroll in FAA is $5,000. Typically offered for $3,600!

DO NOT MISS OUT!

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Take advantage of this LIMITED TIME OFFER today for ONLY $2,995!!!

One Time Payment

(Typically $3,600)

Today Only $2,995

Valued over $9,000!!

SIGN UP NOW

12 Month Payment Plan (Normally $325/mo!)

$297/mo for 12mo

Save $1,050!

SIGN UP NOW

If you're still not sure and want to talk to Scottie (me), book time on my calendar, below

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Book a Call with Scottie

Meet Brad, who just had his BEST YEAR EVER and a TRIPLE Jump Grid Payout!

 

Risk Free Guarantee

“Your 90 Day Worry-Free Guarantee”


 
I am personally committed to providing you extraordinary learning and training that creates a positive impact and transformation for my students and their businesses.
 
Because of this, and because I’m so confident this will work for you, I’m here to offer you a 90 Day Risk Free Trial. 
 
If at any time in the 90 days, you decide this program isn’t a good fit, simply email our Support Team ([email protected]) to get your complete and FULL REFUND. All I ask is that you prove you have completed the program (all 6 Modules). If you have, and you still think the program didn’t live up to your expectations, a full refund will be issued. No Questions Asked.
 
You won’t get results if you don’t take action. And I can’t help you if you don’t do the WORK. If the only thing holding you back from actually taking action and investing in your business is a fear of “will this work for me?” or “how can I trust this is right for my business?”  – I get it. And that’s why I will honor this guarantee without exception. I am committed to giving the best experience possible to my students. And if we are not a right fit, no problem.

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!

 

LET'S RECAP!

When you join The Financial Advisor Academy, you'll receive:


Lifetime Accesto the FULL 6-Week Program, released weekly, to help you become a Prospecting MASTER, Generate Inbound Leads, and Scale Your Business to hit $300k+ sustainably!


For a typical 3-month engagement with Scottie and to get access to all of these incredible templates, it would typically be $12,000….


SPECIAL PROMOTION: If you decide this is for you and sign up, you’ll get the SPECIAL RATE of $3,600 (that’s savings of over $5,450!!!)

SIGN UP 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 $3,600 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!

SIGN UP 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

Paige

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! 😊

Katherine

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!

Lauren

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!

Brad

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.

TJ

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.

Scott

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.

Sydney

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!

Frequently Asked Questions