Sign up to save your podcasts
Or
Share Episode 101: Scott Winters — Business 101
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 101: Scott Winters — Business 101
Scott Winters is the CEO and Co-Founder of FA Mentor, a company that focuses on helping financial advisers create a business that can produce massive and sustainable growth. Something that is severely lacking — not just among financial advisers — is knowledge of how to run a business. With his years of experience in the industry, this is exactly what Scott is helping his clients with, by providing individualized evaluations of their strengths and weaknesses and specific advice on execution. Tune in to find out more about how Scott is mentoring financial advisers in Business 101.
Key Takeaways:
[:19] John introduces his guest for this episode — Scott Winters.
[2:19] John and Scott discuss how business owners may be good at one aspect of their business, but not others.
[5:16] Where does FA Mentor come in with regard to advising financial advisers on how to set up their business?
[8:59] What does Scott mean when he says someone is underemployed?
[13:54] John and Scott discuss the importance of playing to your strengths rather than improving your weaknesses.
[16:35] What are Scott's processes for assessing someone's weaknesses? He explains using the Quantum Leap Success Number.
[20:03] The idea of scale is lost on most financial advisers. John and Scott share anecdotes illustrating this from their personal experience.
[23:02] Scott's company is focused on helping financial advisers drive that massive and sustainable growth in an individualized manner.
[25:32] How does Scott deal with advisers who take excessive care with their portfolios?
[31:36] John gives a shout out to SmartVault.
[33:23] Scott explains more about how the Weakness Resolution ties in with the Quantum Leap Forward Number.
[37:59] John shares some insight into how easy it is to build a business with all the tools technology offers.
[41:42] Scott explains some of the challenges that come with the execution phase, and how having a coach can help with successful execution.
[49:36] Get in touch with Scott via his website to find out more!
Mentioned in This Episode:
Scott Winters on LinkedIn
FA Mentor
FA Mentor Process
Strategic Coach
SmartVault (Use the Discount Code "TaxMasterNetwork" to save 15% for the entire first year.)
FINCON Expo
View all episodes
By Financial GravityScott Winters is the CEO and Co-Founder of FA Mentor, a company that focuses on helping financial advisers create a business that can produce massive and sustainable growth. Something that is severely lacking — not just among financial advisers — is knowledge of how to run a business. With his years of experience in the industry, this is exactly what Scott is helping his clients with, by providing individualized evaluations of their strengths and weaknesses and specific advice on execution. Tune in to find out more about how Scott is mentoring financial advisers in Business 101.
Key Takeaways:
[:19] John introduces his guest for this episode — Scott Winters.
[2:19] John and Scott discuss how business owners may be good at one aspect of their business, but not others.
[5:16] Where does FA Mentor come in with regard to advising financial advisers on how to set up their business?
[8:59] What does Scott mean when he says someone is underemployed?
[13:54] John and Scott discuss the importance of playing to your strengths rather than improving your weaknesses.
[16:35] What are Scott's processes for assessing someone's weaknesses? He explains using the Quantum Leap Success Number.
[20:03] The idea of scale is lost on most financial advisers. John and Scott share anecdotes illustrating this from their personal experience.
[23:02] Scott's company is focused on helping financial advisers drive that massive and sustainable growth in an individualized manner.
[25:32] How does Scott deal with advisers who take excessive care with their portfolios?
[31:36] John gives a shout out to SmartVault.
[33:23] Scott explains more about how the Weakness Resolution ties in with the Quantum Leap Forward Number.
[37:59] John shares some insight into how easy it is to build a business with all the tools technology offers.
[41:42] Scott explains some of the challenges that come with the execution phase, and how having a coach can help with successful execution.
[49:36] Get in touch with Scott via his website to find out more!
Mentioned in This Episode:
Scott Winters on LinkedIn
FA Mentor
FA Mentor Process
Strategic Coach
SmartVault (Use the Discount Code "TaxMasterNetwork" to save 15% for the entire first year.)
FINCON Expo