Success + Money + Mindset

By Scottie Taylor Jr

The Top Podcast for Financial Advisor / Insurance Agents! Discover proven tools, prospecting hacks, and expert business growth tips to get more leads, close more business, and scale your practice to $... more

4.8

2020 ratings

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FAQs about Success + Money + Mindset:

How many episodes does Success + Money + Mindset have?

The podcast currently has 133 episodes available.

Success + Money + Mindset episodes:

March 19, 2024 How to grow your financial planning business with authenticity, commitment, and compassion: interview with Abbe Large!
If you want to learn more about my LinkedIn Campaign strategy, I'm hosting a FREE Training next Tuesday called - The Inbound Leads Masterclass (Tuesday 3/26 at 11am EST) --
and in it, I'll be sharing two of the most FOUNDATIONAL things you need to be successful on LinkedIn (and book 3-5 more meetings per WEEK).
Click here to Register for the FREE Training
This is for you if you are already seeing success but want MORE meetings (and more money).
This is for you if you want to break into a new ideal, target market.
This is for you if you don't have enough meetings and want to learn a system that's PROVEN to get people on your calendar.
And during the Masterclass, I'll be sharing a brand new offer for a select group of advisors that want the step-by-step guide to maximizing LinkedIn & booking 3-5 meetings per WEEK through automations.
You really don't want to miss this.
Click here to Register for the FREE Training
...more
1h 10min
March 14, 2024 When you're stressed, do this (and DON'T do this)
Welcome BACK to the next episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast!
In today’s episode, we are talking about STRESS.
But, specifically, how to manage stress, how I think about stress, and some actual tactics you can do to reduce your stress levels.
This is a very relevant episode for me based on some things going on in my personal life — and I hope you enjoy it just as much as I enjoyed recording it.
Let’s dig in!
p.s. Do you want to grab my *exact* cold call & cold email templates to book more meetings, easier than ever?
I’ve FINALLY released my *exact* “copy & paste” Cold Email & Cold Call Templates — and they are going to BLOW your mind.
Ready? Click here to learn more 👇👇👇
https://www.scottietaylorjr.com/cold
...more
14min
March 12, 2024 My Digital CEO journey from 2021 - 2023 (including all revenue #s)
Hello my money making friends! I’m so happy to have you BACK on another episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast!
In today’s episode, I can’t wait to share with you my journey from 2021 to 2023 as a digital CEO & entrepreneur!
I ran my cash collected numbers for each year just for my own review — and what I discovered SHOCKED me.
In the episode I share all these numbers (exactly how much cash I’ve made in my online programs) as well as the TWO things I did differently in 2023 to lead to such explosive growth.
I can’t wait for you to check this out!!
Scottie
P.s. If you’re a Financial Advisor / Insurance Agent, 2+ years in business, and have already hit at LEAST $10k in a month — and want to grow to $15k-$20k/mo consistently…
Email me at [email protected] the word SYSTEM and let’s chat.
I’ve opened up a VERY limited number of 1:1 coaching spots & would love to see if you’re a good fit.
...more
28min
February 11, 2024 Not on track for your 2024 goals? Feeling frustrated? Here’s what you can do about it
Do you want to start getting INBOUND LEADS in your business?
If you’re a financial advisor / insurance agent and you want inbound leads in your business, this is for you.
If you FREE TRAINING…
💸 The Inbound Leads Masterclass 💸
In the Masterclass I’ll be sharing the EXACT FUNNELS I used as a Financial Advisor to get more leads & referrals.
This might just be the MOST IMPORTANT training you ever attend.
Click here to register (it's FREE!) and be sure to show up LIVE to get ALL your prospecting questions answered by me!
If you want a sustainable business, this is a non-negotiable.
See you there!
...more
21min
February 09, 2024 The 5 minute hack to close more sales & get more referrals
Do you want to start getting INBOUND LEADS in your business?
If you’re a financial advisor / insurance agent and you want inbound leads in your business, this is for you.
If you FREE TRAINING…
💸 The Inbound Leads Masterclass 💸
In the Masterclass I’ll be sharing the EXACT FUNNELS I used as a Financial Advisor to get more leads & referrals.
This might just be the MOST IMPORTANT training you ever attend.
Click here to register (it's FREE!) and be sure to show up LIVE to get ALL your prospecting questions answered by me!
If you want a sustainable business, this is a non-negotiable.
See you there!
...more
21min
January 25, 2024 Uncovering the belief "if I stop working, this will all fall apart." How the urge to "do more" can stem from scarcity
Welcome back to another episode of the Success + Money + Mindset Podcast!
Have you registered for my free training: The Inbound Leads Masterclass?
In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!).
And I'm finally going to reveal to you exactly HOW I did that.
Join me LIVE for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder.
Excited? I am. ⁠⁠ Click here to secure your spot ⁠⁠ and be sure to show up LIVE for additional bonuses!!
Okay, onto the Episode!
Today's episode was born from a conversation I had with my bestie (Ashley) about the desire to work less, but the feeling / resistance that kept coming up when I actually TRIED to work less.
This one is pretty vulnerable, so I'm excited to hear what you think!
🔗 Listen to the Episode Now!
...more
23min
January 22, 2024What area of your business is holding you back? Find out here!
Welcome back to another episode of the Success + Money + Mindset Podcast!
Before we dig in...
Have you heard about my newest free training: The Inbound Leads Masterclass?
(if you want inbound leads, click here to register NOW)
In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!).
And I'm finally going to reveal to you exactly HOW I did that.
Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder.
Excited? I am. ⁠Click here to secure your spot and be sure to show up LIVE for additional bonuses that are NOT available unless you're live!
Onto the Episode!
🚀 Episode Highlights:
The Doubling Challenge: Inside the episode I walk you through a powerfule exercise I use with my coaching clients to determine where their businesses are stuck, and then break that down into tangible actions and insights.

Identifying Opportunity Areas: Uncover the critical differences between successful & mediocre advisors -- and if you don't want to be mediocre, this is for you.

Efficiency Overload: In the Episode I also dive into scenarios where excessive workload or inefficiencies completely BLOCK your ability to double your income. Together we'll dig into prospecting, meetings, case prep, underwriting, and more to pinpoint potential bottlenecks.
🌈 Connect with Scottie:
Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠
📝 Reflection Question: "What guiding word will shape your 2024? Is it surrender, mastery, or another word that aligns with your aspirations?"
✨ Support the Podcast:
If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!
...more
12min
January 19, 2024The 4 Step Process to Crush 2024 as an Advisor / Insurance Agent
Welcome back to another episode of the Success + Money + Mindset Podcast!
Before we dig in...
Have you heard about my newest free training: The Inbound Leads Masterclass?
In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!).
And I'm finally going to reveal to you exactly HOW I did that.
Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder.
Excited? I am. ⁠ Click here to secure your spot ⁠ and be sure to show up LIVE for additional bonuses that are NOT available unless you're live!
Okay, onto the Episode!
2024 is upon us. And I don't know about you, but I just FEEL the excitement of 2024. I just KNOW it's going to be another breakthrough year for Scottie Taylor Jr.
And if you're feeling the same, I have an incredibly potent episode for you today! In the latest episode of the Success + Money + Mindset Podcast, I share The 4 Step Process to Crush 2024 (as an Advisor / Insurance Agent)
Today's Episode: The 4-Step Process to Crush 2024 (for financial advisor / insurance agents)

Ready for the 4-Step Process?
Step 1: Get Clear - The Foundation of success starts with setting goals that resonate emotionally. First up, I guide you through a process of connecting with your goals on a deeper level, and then share the significance of having a clear goal with a strong emotional connection.
Step 2: Focus on Activities, Not Outcomes - Next, I walk you through a game-changing perspective on achieving goals by emphasizing activities instead of outcomes (hint: this is what 99% of management missses when they teach new advisors). In the episode you'll discover why concentrating on controllable, repetitive activities is the key to success.
Step 3: 90-Day Focus Challenge - The third step is to set up your next 90 day activities, and in here, you'll discover how committing to a 90-day challenge can create a positive shift in your approach to achieving long-term goals.
Step 4: Weekly Progress Review - Last but not least, I walk you through a practical and actionable approach to reviewing your weekly progress! You're not going to want to miss this episode!
🌈 Connect with Scottie:
Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠
📝 Reflection Question:
"What activities within your control can you consistently focus on to achieve your financial goals in 2024? How can mastering these activities lead to your breakthrough?"
✨ Support the Podcast:
If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!
🔗 Listen to the Episode Now!
...more
18min
January 17, 20245 Prospecting Strategies I do NOT Recommend (and why!)
Welcome back to another episode of the Success + Money + Mindset Podcast!
Before we dig in...
Have you heard about my newest free training: The Inbound Leads Masterclass?
In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!).
And I'm finally going to reveal to you exactly HOW I did that.
Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder.
Excited? I am. ⁠Click here to secure your spot ⁠and be sure to show up LIVE for additional bonuses that are NOT available unless you're live!
Onto the Episode!
🚀 Episode Highlights:
How I think about prospecting strategies & determine what is / isn't a good option

5 Propsecting Strategies I do NOT recommend (and why!)

Prospecting strategies I DO recommend (and why!)
🌈 Connect with Scottie:
Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠
📝 🤔 Reflection Question:
"How can you refine your prospecting strategies to align with your long-term business goals? What proven methods resonate with your vision for success?"
✨ Support the Podcast:
If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!
🔗 Listen to the Episode Now!
...more
37min
January 15, 2024Two things I did my FIRST YEAR to breakthrough to $288k Production
Welcome back to another episode of the Success + Money + Mindset Podcast!
Before we dig in...
Have you heard about my newest free training: The Inbound Leads Masterclass?
In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!).
And I'm finally going to reveal to you exactly HOW I did that.
Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder.
Excited? I am. ⁠ Click here to secure your spot ⁠ and be sure to show up LIVE for additional bonuses that are NOT available unless you're live!
Onto the Episode!
🚀 Episode Highlights:
Reflecting on My 2019 Breakthrough Year: I absolutely LOVE looking back and determining what I did in the past to see success. And I think this is particularly powerful because nowadays I have a lot more awareness and support than I did back then -- so to see the tools I used in 2019 is so interesting!

The Unsustainability Lesson: In I had an amazing year. But it was entirely unsustainable. In fact, Jan/Feb/March of 2020 were some of the most challenging months ever. In the episode I share not only the successes, but also the challenges I faced running my business in that way in 2019. You'll also hear me emphasize the importance of balance and a long-term vision for a thriving business.

Transitioning to System-Based Success: Explore how my current success is now rooted in SYSTEMS, staff management, and a refined vision for my business.

The TWO Keys to My Success: (1) A Singular Focus on FactFinders and (2) Unshakable Belief

Balancing Front End and Back End Activities: I also share insights into the delicate balance between front-end activities (aka factfinders and prospecting) and back-end activities (closing, case prep,e tc.). In the episode I share an all to common pitfall that advisors make in their first 2 years of business!
🌈 Connect with Scottie:
Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠
📝 Reflection Question:
"What front-end activities can you prioritize to drive results in your business? How can belief in your goals transform your approach to success?"
✨ Support the Podcast:
If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!
🔗 Listen to the Episode Now!
...more
21min

FAQs about Success + Money + Mindset:

How many episodes does Success + Money + Mindset have?

The podcast currently has 133 episodes available.