Half Million Mastermind
A 6 month Mastermind for Financial Advisors to hit $300k-$500k+ without working more hours
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Show Me HowWhen
The Next 6-Month Container Starts
Feb 12th - 12pm - 1:30pm EST (9am - 10:30am PST)
Who
8 Financial Advisors, Max.
2+ Years in Business. Production above $80k & want to hit $300k-$500k+
Results
In 6 Months, You Will Have the Tools & Strategies to Hit $300k - $500k+ and Beyond, Sustainably
Collapse time & double your income
Half Million Mastermind is a 6 month, high-impact, collaborative program for Financial Advisors that gives you the proven activites, strategies, money-magnetizing hacks, and mindset shifts you need to scale your financial advising business to $300k-$500k+, sustainably

Let’s talk about why I’m so confident that you will hit this milestone rapidly
Simply put: Because I’ve seen it happen
When I first started in business, I loved having a framework for “how to be successful.” Keep this many meetings. Do this many FactFinders. Get this many QS’s.
I followed the rules. I hit P40, Second 60, and Lives Leader ($296k of Premium) in my first full calendar year.
But then… I hit a wall. I realized that the "general advice" was keeping me in "employee mindset." I wasn't ever taught how to become a true business owner.
My business wasn’t intentional. I was working all the time, stressed out, and kept thinking: "Do I really have to wait 5 years for it to finally work for me?"
Here's the truth: Your business won't get easier on it's own. You must decide to make it easier.
If you’re feeling burned out or stressed out and are tired of people saying ‘just keep 60 meetings, you’ll be fine’ – I totally hear you.
We’re doing things differently over here. We’re showing you how to get out of your own f*cking way, so you get the results you want, your way.
When I did things my way, the results spoke for themselves.
π₯ In year 1, I hit $137k in revenue.
π₯ In year 2, I made $255k.
π₯ In year 3, $325k.
This past year I wrote $315k of Production and did $475k of Revenue. But what I'm most proud of?
π I did it working 2 days a week, didn't make any dials, and never asked for referrals in meetings (only worked with inbound referrals). π
Time spent does not equal money gained.
I grew my business from scratch and have seen 400%+ growth in 4 years. And get this. No long hours. No weekends. No other bullsh*t that the marketing bros are spewing at you. I see you, Granum. No. Thank. You.
And on top of that, I have coached students to see rapid results in their financial advising businesses without doing any ‘ick’ tactics or throwing their health out the window.
Wondering "How?"
These are the things I know you want to learn
The Exact Daily Activities to Hit Lives Leader & the Accountability to Actually do it
Prospecting Up Strategies, Nesting at Companies, & Becoming a Prospecting Farmer to Generate Inbound Referrals
Rewire Your Subconcious Brain to Permanently Release Funky Belief Systems Holding You Back
Shift From ‘Employee Mindset' to ‘Business Owner’ to Scale Your Business and Work Less and Make More
We'll also dig deep into:
- Hacking your Calendar & Creating Systems for your Biz
- Setting a Solid Foundation to Build the Business of Your Dreams
- Neuroscience Hacks to Sell More
- Accountability Check-Ins
- Mastering Prospecting Tactics: Email Marketing, LinkedIn, Dedicated Prospecting Meeting, and More
- Building a Perfect Team to Support You
- Plus, Other Topics We Determine LIVE That You're Challenged With
It’s all in the details
By entering the Quarter Million Mastermind, you’re getting a unique blend of step-by-step proven scaling strategies and personalized support to rewire your beliefs + hit your goals faster.
This is how we make the money happen:
2x a Month Sessions
30 minutes of potent discussion. 45 minutes of mindblowing learning. 2x per month. For 6 months.
Group Voxer Access
The real-time sharing with your new got-your-back crew. This is where the magic occurs and the ‘aha’ moments flow out.
You walk out rich. But let’s talk about what else happens while you’re in the Mastermind.
When you step foot into this expansive space, you will:
- Build foundational business tools that will allow you to scale your time, revitalize your business, prospect up and implement the necessary systems to hit $300K - $500K+
- Collaborate with other like minded, high-achieving advisors to learn best practices, brainstorm and feel ultra supported
- Collapse time on growing your business by rewriting your limiting beliefs to make more money faster – and with wayyyy more days off
- Create sustainable, lasting results by focusing on both the inner and outer work in your mind and in your business
Why I do what I do
Hi, I’m Scottie
Let’s cut the small talk. I’m a multiple 6-figure biz owner who wants you to make a sh*t-load of money.
In 2015, I quit my 6-fig corporate job (thank god!) and since then, I’ve helped financial advisors like you scale to that dreamy, sexy $250K mark and beyond.
My motto: #WorkLessMakeMore. By unlocking my own mindset, I went from $58k in 2017 (working 7 days/week) to $475k+ in 2022 (working 2-3 days per week AND having wayyy more fun).
Now, I use my finance background and goofy, yet focused personality to help you feel GOOD as you build a financial advising business that makes you a sh*t-load of money.

My reason for creating this mastermind is simple. I want you to win.
By joining the Mastermind, you receive:
π 6 months, bi-monthly meetings inside an expansive container that breeds results
π Engaging homework to help follow through with proven strategic frameworks
π Daily Voxer access (Voice memo-ing app) with your peers that allows for real-time sharing of wins/revelations
π Everything you need to hit $300K - $500K + without working more hours

Are you ready for this?
Not rhetorical. If your neck gets sore from nodding yes to these, you’re not only ready– you’re in the perfect position to reap wild results.
You are:
- A Financial Advisor
- 2+ years in business
- Making $80K+ per year (and want to double it)
And you’re definitely NOT:
- Ultra-competitive
- Secretive of things you discover
- Pro-burnout and hustle culture
- The kind of person who blames others for your results
- Avoidant of the inner, deep, sometimes really hard work
- Looking for someone to hand you answers on a silver platter
Are You Ready to Go All In?
π 6 months, 2x per month meetings (Value of $6,000)
π Engaging homework and journal prompts to help follow through with proven strategic frameworks (Value of $300)
π Daily Voxer access (Voice memo-ing app) with your fellow students that allows for real-time sharing of wins/revelations (Value of $3,000)
π Everything you need to hit $300k+ without working more hours
π Recordings of each session for the full 6 months
But wait, there's more! Sign up NOW and you'll also receive:
π BONUS: An Exclusive, 1 hour 1:1 Session with Scottie to help you apply the teachings to your business ($1,000 Value)
π BONUS: 10 "Done For You" Prospecting Templates for Generating Inbound Referrals, Prospecting Up, Email Marketing Campaigs, and Finding Speaking Events. ($500 Value)
π BONUS: Scottie's Quick Start 90-Day Guide of the exact activites he used to hit Lives Leader his first calendar year (Value of $250)
This is a total value of over $11,000!
Your investment is only $1k today (and $1k/mo for 5 additional months)
