FREE PROSPECTING WORKSHOP for Financial Advisors ONLY
The #1 FREE Workshop
This is the EXACT Prospecting System I Use To Get INBOUND LEADS and Referrals On REPEAT TO Scale My Financial Planning Business to $350,000/Year in Revenue
(Here's a preview of what you'll learn for FREE!)
DISCOVER
The NUMBER ONE Key to Achieving both FREEDOM and INCOME as a Financial Advisor (hint: if you don't do this ONE THING, you'll remain stuck)
UNCOVER
How You Might be REPELLING Amazing Prospects Away & Making Your Business WAY Harder Than It Needs To Be
LEARN
My Bulletproof 6-Part Prospecting System. I Am Holding NOTHING BACK -- You Will Learn What Took Me 6 Years of Trial And Error In Less than 60 Minutes. THIS is the Key to FINALLY Start Getting Leads & Referrals ON REPEAT (& allow your business to explode!)
I Know This Works Because I've Been There....
Scottie's Ratio's for 2019
(Worked 201 days and did $288k of Insurance Premium!)
Scottie's Ratios for 2021
Worked 83 Days (2 Days/weeks) and wrote $315k of Insurance Premium
Meet Scottie
Hey guys, I'm Scottie.
In 2015, I quit my 6-fig corporate job, tried and struggled to be an entrepreneur, and finally became and advisor in 2018. In a few short years I had build up a book of business of 100s of clients, 10s of millions of AUM, and 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 & Insurance Agents (like you) get more leads, scale your business, and hit that dreamy, sexy $25k/mo mark and beyond without working more hours.
The cool thing? I was an advisor for SIX 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 $475k+ in 2022 (working 2-3 days per week AND having wayyy more fun).
