Success + Money + Mindset

Welcome back to the STJ Success + Money + Mindset Podcast!

In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business.

First, he highlights the two segments of a financial advisor’s business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK.

Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system:

1. Creating a rinse and repeat process for asking referrals in meetings

2. Utilizing LinkedIn for direct message outreach campaigns

3. Implementing a method to train clients to send inbound referrals (The "No Ask" Method)

4. Dedicated prospecting meetings (“DPM”)

5. Getting referrals through LinkedIn

6. Email marketing

Want to dig deeper & scale to $25k/mo?

Check out my FREE Training for Financial Advisors:

https://www.scottietaylorjr.com/prospecting-system

RICH & RELAXED, my private podcast program, is currently on SALE for $250 off -- making the program only $47!!!!

R&R is a podcast program designed to...

🤯🔥 heal your relationship with money

Rich & Relaxed is on a MASSIVE sale ($250 savings) until Friday 8/2 at 11:59pm EST.

⁠Click here to access RICH & RELAXED for only $47 ($250 savings)!⁠

Because the program will be delivered in audio format, you can listen to it all the time and allow ME to rewire your beliefs FOR YOU

The vibe? I’ll do the heavy lifting and re-frame your relationship with money for you. 💸💸💸

If you’re craving a healthy, abundant relationship with money – and more money – you’re going to want to tune into this.

The program is on sale until FRIDAY 8/2 at 11:59pm EST.

Can't wait to see you inside :)

Introducing.... RICH & RELAXED.

A podcast program to...

🤯🔥 heal your relationship with money

As I mentioned on today's podcast, I've put Rich & Relaxed on a MASSIVE sale ($250 savings). You can access the private podcast channel for ONLY $47

Click here to access RICH & RELAXED for only $47 ($250 savings)!

Because the program will be delivered in audio format, you can listen to it all the time and allow ME to rewire your beliefs FOR YOU

The vibe? I’ll do the heavy lifting and re-frame your relationship with money for you. 💸💸💸

If you’re craving a healthy, abundant relationship with money – and more money – you’re going to want to tune into this.

The program is on sale until FRIDAY 8/2 at 11:59pm EST.

Can't wait to see you inside :)

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️

https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️

https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️

https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️

https://www.scottietaylorjr.com/prospecting-system

***

Three Pillars of Dave's Coaching:

Dave's Coaching Focus:

Here are a few of the MANY things we discussed:

🔗 Connect with Dave!

https://www.instagram.com/conwayconsulting/

🚀 Support the Podcast!

I would LOVE if you wrote a review & took a screenshot / shared on your IG and tagged @thefinancialadvisoracademy

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠⁠​Click here to register​⁠⁠ & be sure to block off the time in your calendar!!

*****

Today, I interviewed Hailey Rowe and got a TON of her expertise on closing more sales, building confidence, and how to navigate challenging conversations!

🚀 Episode Highlights:

The Business Equation to Double Sales and Confidence:

Hailey emphasizes the importance of nurturing relationships, offering valuable pre-offers, and reframing sales as an invitation rather than a transaction.

Navigating Rejection with Curiosity:

Shifting the Sales Paradigm:

🌟 Key Takeaways:

🔗 Connect with Haley:

🤔 Reflection Question:

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year…

➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000.

⁠​Click here to register​⁠ & be sure to block off the time in your calendar!!

*****

Ok my friends, let's talk about being an introvert and still building a successful practice.

When I first started my career as an advisor, I did it ALL. Everything I was "supposed to do."

🙅 going to networking events & trying to get business cards

🙅 blasting messages on Facebook to old friends / colleagues

🙅 cold calling chamber of commerce people

🙅 hitting up my alma matter on LinkedIn

🙅 telling myself “okay, you gotta ask for referrals in every meeting this week!”

… etc. etc. You name it, I did it.

And, I saw results. I mean, you throw enough spaghetti at the wall, something usually sticks.

But, I was miserable. Like, really, really burnt out.

Maybe you're here with me (burnt TF out) or maybe you're just kinda tired of the rat race of go go go every damn day.

And I learned -- for me -- that I was so burnt out because I was doing so many activities that were sapping my energy every day.

Understanding myself deeper, I started to better understand my own energy levels, what depletes me & what fills me with energy -- and THIS my friends is the key to building a successful practice.

So, here are some high level recommendations based on your energy:

If you're an extrovert, these prospecting strategies will work

If you're an introvert, OR someone who wants to simply work less OR you just have less energy than other people, these are the strategies that work:

Ready to dig deeper? Listen to the full episode: The Introvert's Guide to a Successful Financial Planning Practice and once you check this out, let me know on IG ​@thefinancialadvisoracademy​ what you think!

If you’re a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you.

I'm hosting a FREE TRAINING called The Inbound Leads Masterclass 

In the Masterclass I’ll be sharing the exact framework to getting inbound leads, booking your calendar FULL, and hitting $25k/mo consistently. (this is the HOW behind my systems).

If you want $15k+/mo without working MORE, you don’t want to miss this.

 ⁠Click here to register⁠ for the training & be sure to add it to your calendar ASAP 

****

As y'all likely know, I really enjoy working.

BUT

I also really, really enjoy NOT working.

I love setting up systems to make my business run without me.

And lately, I've been really falling back in love with myself, my life, building up hobbies (post breakup life I'm being really intentional about loving myself & doing things that fill my cup).

And during the week when I would "normally" be working, I've been reading by the pool, working out, taking my doggie Cashew for a walk, having a green juice at a coffee shop, spending time with my bestie Ashley...

But....

Here's what I've noticed (and I'm curious if this will ring true for you, too)

When I'm unclear or "foggy" around HOW to bring in consistent revenue into my business... the hobbies, the time off, the spontaneous walks in the middle of the day -- they feel like GUILT, not like FREEDOM.

Over the past 7+ years, I've noticed something SHOCKING. Lack of clarity creates anxiety.

Fortunately, the opposite is also true. More clarity = less anxiety (and more money, more consistency, and more FREEDOM).

As advisors / business owners, I think that a lot of us crave freedom. But, when you don't know the "how" on creating recurring, consistent income -- the freedom feels fleeting, or stressful, or guilty.

(have you ever taken a vacation / maternity leave / a long weekend -- and kept thinking over and over and over about work?)

A few weeks ago, I was feeling really stressed about money (yes, even I sometimes feel anxious around money)!

And here's what I've observed in myself (as well as the advisors I coach) --

95% of the time, when I'm stressed about money, it's because I'm looking at the OUTCOME (# of closes on the calendar, our open inventory, submitting premium, people saying yes...) and NOT focusing on the ACTIVITIES (dialing, getting referrals, showing up daily to do your "revenue generating activities").

And THAT is why this topic is so important.

So -- let's talk about how I structure my day (p.s. these are not recommendations, I'm sharing so you can see what feels right and adopt if you'd like!)

Other things I do that keep my brain in OPTIMAL performance include: