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Before you go...

Grab my PROVEN Magic Email Templates to Book More Meetings

For Only $7

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Watch This Quick Message To Learn More!

 
GET INSTANT ACCESS!

After 7 years of trial & error, I've UNLOCKED the secrets to sending insanely effective emails that get clients & prospects responding FASTER than EVER. 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 Magic Email Templates, which includes:

🔥 The WARM MARKET EMAIL Convert your warm market into actual meetings. 

  • You might currently have a great warm market. But you may (or may not) have tried reaching out to them — and it just feels… salesy. So you freeze. You KNOW you can help these people, but you might not be sure how to reach out to them or even what to say. How can you reach out to them, share what you do, and invite them into a meeting without feeling like a used-car salesman? The WARM MARKET EMAIL makes this process smooth as BUTTER.

🔥 The COLD-TO-BOOKED EMAIL - Book meetings with cold leads, effortlessly.

  • What if you don’t have a warm market, or what if your current market isn’t very good? You likely still need/want meetings — but how can you get new people on your calendar without cold calling? How can you send cold emails that strike interest and get people WANTING to meet with you? The COLD-TO-BOOKED EMAIL does exactly that: converts your cold audience into HOT leads. 

🔥 The REFERRAL EMAIL - Convert referrals into meetings.

  •  So you’ve received a referral (or referrals)! Maybe you’ve tried reaching out to them already — but you may feel anxious or nervous they'll say no, or worse, that you’ll piss off the nominator (NOT a vibe). How do you reach out to these leads in a way that not only rises in their inbox and lowers their guard, but actually gets them EXCITED to meet with you?! The REFERRAL EMAIL makes reaching out to these people simple, effective, and completely painless.

GRAB THE TEMPLATES FOR ONLY $7

Who this is for:


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

✅ You focus on AUM, insurance, or free-based planning

✅ You are responsible for building your own book of business 

✅ You don't like calling people and want an EASY way to book more meetings

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