Success + Money + Mindset

In this episode of the podcast, Scottie sits down with financial advisor and business builder Adam D. Koós, CFP®, CMT, CEPA to unpack the foundational mindset shifts that helped him scale to consistent five-figure months—and beyond.They dive deep into the emotional rollercoaster that comes with entrepreneurship, the importance of removing pressure from prospecting, and how Adam’s internal rewiring around “safety” and “certainty” unlocked massive business growth.You’ll hear how Adam went from chasing people for appointments to building a business that now attracts clients regularly, without the desperation and burnout. This conversation is rich with perspective for any financial advisor stuck in the feast-or-famine cycle and ready to grow with more intention, peace, and power.If you’re a financial advisor ready to grow your business with more ease, alignment, and predictability, then this is the kind of energy you need to surround yourself with.👉 Apply to work with Scottie or join The Financial Advisor Academy: https://www.scottietaylorjr.com/financial-advisor-academy🔗 Connect with Adam Koos:LinkedIn: https://www.linkedin.com/in/adamkoos/Website: https://www.libertaswealth.com/

“If you were doing so well, why did you quit?”

After 6 years building a multiple 6 figure financial planning business, I fully sold my book in December 2023. Few people really know why, and so I’m finally pulling back the curtain. 

In my most recent episode, I break down:

🔹 My career journey—from working 80+ hours a week at PwC, to Ralph Lauren, to starting my first business, and finally my journey into financial planning

🔹 Why making multiple six-figures wasn’t enough to keep me in financial planning – and the REAL reason I quit

🔹 How (and why) I pivoted to coaching & consulting to create more money, more freedom, and less stress

🔹 My strategy for hitting multiple six-figure months in 2025

If you’re feeling burnt out, stuck, or wondering what your future COULD hold, this episode is a must-listen.

ps. I’m going live on Tuesday April 8th to teach The $30k Prospecting Playbook. If you’ve ever wondered how to ACTUALLY work less (2 days a week) and still do $300k+ of revenue, this is for you. Click here to save your seat. 

How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren’t maximizing tax strategies—and that’s where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.

Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden. 

In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.

What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn’t ONLY for high-net-worth clients

 ✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clients

Connect with Shauna: 💼 The Tax Goddess Website 📅 Book a Consultation

Share your biggest takeaway from this episode by DMing me on Instagram @thefinancialadvisoracademy or leaving a review!!

In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever.

James shares his insights on:

✅ How to create a value proposition that goes beyond investment management.

✅ The psychological side of financial advising and why clients need more than just numbers.

✅ The power of niche marketing and how targeting a specific audience can skyrocket your success.

✅ His transition from a broker-dealer to an RIA—what he learned and why it was the right move.

✅ The best networking, branding, and referral strategies for growing your practice.

If you’re looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you.

Connect with James:💼 Learn more about James Alexander & Edge Financial Advisors https://edgefa.com/about/james-alexander/

📞 Contact James directly: 224-623-2524

🎙 Listen to his podcast: Ed’s Edge https://edgefa.com/eds-edge/

Love this episode? Leave a review and let us know what your biggest takeaway was! And if you’re a financial advisor looking for strategies to grow your business, DM me on Instagram @thefinancialadvisoracademy—I’d love to hear from you

Ever feel like you’re just waiting for the other shoe to drop in your business? That nagging fear of being “found out” or not being enough?
In this episode, I share my journey from living with constant imposter syndrome to becoming unfazable in the face of rejection, cancellations, or criticism.
Learn the two transformative strategies I implemented to cultivate a mindset of neutrality and unshakable confidence in business.

What You'll Learn in This Episode:

Connect with Me:
👉 Follow me on Instagram: @thefinancialadvisoracademy
👉 DM me with your biggest challenges, and I might address them in an upcoming episode!
If you're an advisor and want to scale to $25k - $50k/mo consistently, click here (https://scottietaylorjunior.com/training-sign-up-1) to access my free training

In this game-changing episode of the Success Money Mindset Podcast, I sat down with the incredible Thomas Blottenberger, a CFP® with 15 years in the trenches. We dove deep into:

Check out our guest, Thomas, here: https://www.linkedin.com/in/thomasblottenberger/

Ready to 10x your business? Join my "Bulletproof Prospecting System" masterclass and learn how to fill your calendar with high-quality leads.

Sign up now: https://event.webinarjam.com/register/24/91899tgx

Ever feel like you're on a ROLLER COASTER in your business?

One month production is great.

The next two months, it's NOT so great.

Money is inconsistent, leads are inconsistent, and emotions are up and down.

If you've ever felt this, you're not alone. Check out this episode of the Success + Money + Mindset Podcast to explore how you can JUMP OFF the emotional and financial ROLLER COASTER.

Key Takeaways from the episode:

Ready to implement a prospecting SYSTEM in your business?

Check out our free training to learn how you can implement proven strategies to create consistent revenue and emotional stability in your business.

https://www.scottietaylorjr.com/training-sign-up

Enjoy!

Scottie

Have you ever walked a client through your prospecting language, felt SOO good, got really motivated to get referrals --then suddenly you're hit with the “let me think about it!”? While it's SUPER common, it's also insanely frustrating -- becasue it can completely derail the prospecting process.

In this episode, I share my proven approach to handle this objection confidently and effectively—without coming across as pushy or salesy.

🎧 Listen now to learn how to build trust and make referrals a seamless part of your process.

👉 Ready to level up? Don’t miss the Bulletproof Prospecting System Masterclass, where I give you proven strategies to scale to $25K+ months. Click here to register for the FREE training!

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo!

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo!