1:1 Mentorship with Scottie

MASTER PROSPECTING +
EXECUTE BACK-END SYSTEMS +
& SCALE YOUR BUSINESS TO $500K+

Scottie's SCALE Framework ⬇️

 

Mentorship Options

$4,000/mo

PLATINUM

Mentorship Includes:

âś… 4, 60 minute Zoom meetings with Scottie per month

✅ 2 Hour Onboarding Audit of Your Front End (prospecting) & Back-End Systems -- & a Customized Game Plan 

✅  In-depth assessment of current prospecting strategies, language, processes, and approch -- and recommendations to streamline & automate the process

✅ Direct cell/email support

✅ Access to The Financial Advisor Academy (Value of $4,997)

✅ Access to The FAA Insider Group Sessions (2x/mo Group Calls + Private Community)

✅ Access to MASTER YOUR TIME & SCALE YOUR BUSINESS modules (Value of $797)

✅ 4 Month Commitment  

 

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Scottie Taylor Jr

As one of the nation’s leading experts in prospecting & systems for Financial Advisors / Insurance Agents, Scottie Taylor Jr has served as a consultant to 200+ Financial Advisor / Insurance Agents.

His experience in both growing a multiple 6-figure planning business himself -- coupled with his strategic approach to mentorship has made him a go-to for mentorship in the financial planning space.