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Success + Money + Mindset
Success + Money + Mindset episodes
- Two 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!
21 min - Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems & processes
Welcome back to another episode of the Success + Money + Mindset Podcast!
Do you want to start showing up as the 2.0 version of yourself? In your business, friendships, relationships, and life in general?
If so, you're going to want to check out today's episode, Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems & processes!
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!
In this episode, I share quick but impactful insights on how to step into the 2.0 version of yourself by assessing your energy and creating a streamlined business!
🚀 Episode Highlights:
- Discover a process I use with my 1:1 VIP clients to assess your energy and how to use this assessment to launch your business forward into the new year.
- Learn the Power of Energetic and Emotional Check-Ins and discovery my personal practice of how "check in with myself"
- Discover the role of systems in my business success (hint: they are KEY) as well as automation and delegation.
🌟 Key Takeaways:
- Assess your energy post-breaks to gain insights into what aligns with your well-being.
- Implement systems and automation to streamline business operations and work more efficiently.
- Embrace the mindset of a 2.0 business owner by identifying areas for improvement and delegation.
- Prioritize feeling good in your business practices, fostering less stress and more peace.
🌈 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!!
🔗 Listen to the Episode Now!
15 min - The more NOs you get, the more successful you'll be
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 the training 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.
Click here to secure your spot!
7 min - What's your word for 2024? Here's mine, and why it's such a powerful exercise
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:
- What's your Word of the Year? Every year I have a tradition of setting a "word of the year" -- the reason being that a singular word helps me step into who I want to BE, not just "what I want to do"
- In the episode I share my 2023 word (Regulate) and the incredible impact that word had on my last year
- THEN, I share my 2024 Word (hint, I actually have TWO) and discuss the why behind the words -- especially in light of my goal of $1.2m for 2024!!
- At the end, I offer some questions you can ask yourself as you think about your word for 2024 -- and how to figure it out if you're feeling a bit stuck
🌈 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!!
🔗 Listen to the Episode Now!
20 min - Emotions & Money, Scaling Your Business, & Emotional Intelligence with Spencer Sherman
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Connect with Spencer!
Learn more about the Mindful Advisor Retreat: Mindful Advisor Retreat
If you want to connect with Spencer personally: [email protected]If you want to grow your wealth & explore your relationship with money, go to www.Spencer-Sherman.com/free for free resources.
Interview Summary
• Mindfulness, emotional intelligence, and financial advising.
• Money mindset and emotional intelligence in the financial industry. 4:36
• Money psychology and financial planning with successful advisor. 9:46
• The psychology of money and decision-making. 13:50
• Creating a safe space for clients to share their financial concerns. 18:10
• Personal growth and financial planning for advisors. 26:30
• Mindfulness and emotional intelligence in financial advising. 30:48
• Prioritizing life fulfillment and financial success. 38:01
• Scaling a financial advisor business through networking, goal-setting, and personal growth. 40:20
• Scaling a business and personal growth through networking and self-awareness. 45:07
• The importance of saying no in the financial advisory profession. 50:21
• Saying no to clients for maximum success. 52:36
This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.54 min - Are you focused on revenue? Or building a Revenue Machine?
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Okay, onto the episode!
Join Scottie for today's transformative episode that reveals the critical choice between focusing on making sales and building a Sales Machine. Gain insights into how this distinction can reshape your financial advising business.
🚀 Episode Highlights:
- Walking Epiphany: Discover how a routine walk with dogs led to a profound realization about the difference between sales-focused and machine-focused business strategies.
- Sales vs. Machine: Explore the concept of making individual sales versus building a system that consistently generates revenue—a true Sales Machine.
- Freelancer Mindset: Understand the freelancer mindset of hustling for the next client and compare it to the mindset of a business owner who strategically operates a revenue machine.
- The Power of Planning: Uncover the importance of planning and having a system in place to ensure consistent leads, referrals, and sales.
🌈 Connect with Scottie:
- Instagram (@thefinancialadvisoracademy)
- The Financial Advisor Academy (DM for questions and topic suggestions)
📝 Reflection Question:
"Am I focused on making individual sales, or am I committed to building a sustainable revenue machine for long-term success?"✨ Support the Podcast:
- Listen on Apple Podcasts
- Listen on Spotify
- Leave a review and share your thoughts on Instagram @scottie.
🔗 Listen to the Episode Now
Note: Transform your business mindset and explore the power of building a revenue machine. Tune in now for actionable insights! 🚀
16 min - Staffing, strategy, & mindset UPGRADES to DOUBLE your income in 1 year
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Join Scottie Taylor Jr. in this transformative episode inspired by a real conversation with a financial advisor aiming to double her production. Uncover the staffing, strategy, and mindset upgrades that can lead to a substantial increase in your income within a year.🚀 Episode Highlights:
- Inspiration from Real Conversations: Learn from a financial advisor's goal to double production from $130,000 to $250,000 in 2024.
- The Staffing Dilemma: Understand the importance of hiring staff and the key role strategic planning plays in revenue generation.
- Avoiding the Busy Work Trap: Discover the common mistake advisors make after hiring staff and how to stay focused on productivity and profitability.
- Zone of Genius and Revenue Generation: Align your tasks with revenue generation, ensuring each move contributes to business growth.
🌈 Connect with Scottie:
- Instagram (@thefinancialadvisoracademy)
- The Financial Advisor Academy (DM for questions and topic suggestions)
📝 Journal Prompt:
- "How can I strategically use my time to contribute to revenue growth in my financial advising business?"
✨ Support the Podcast:
- Listen on Apple Podcasts
- Listen on Spotify
- Leave a review and share your thoughts on Instagram @scottie.
🔗 Listen to the Episode Now
Note: This episode offers actionable insights that can transform your financial advising career. Tune in and take the first step toward doubling your income! 🚀
14 min - Where are you the bottleneck in your business? [Clip from the FAA VIP Mastermind]
NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days:
Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook."
🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days.
🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼
Click here to grab the workbook
Okay, onto the show!🎙️ Introduction:
Welcome back to another insightful episode of Success + Money + Mindset with Scottie Taylor Jr!In today's epi, Scottie shares a personal revelation from the FAA VIP Mastermind. Join us as we delve into the journey of breaking free from business bottlenecks and finding alignment in the pursuit of success.
🚀 Episode Highlights:
Scottie's Launch Journey:
Scottie kicks off the episode by narrating his recent Academy launch experience, aiming for a $50,000 revenue goal. He reflects on the shift from feeling empowered and aligned to waking up with a sense of overwhelm.Visualization and Manifestation:
Discover the power of 10-minute meditations for manifesting goals. Scottie shares his visualization technique, emphasizing the importance of feeling the achievement in the present moment rather than a distant future.The Wake-Up Call:
The realization hits hard – Scottie acknowledges being the bottleneck in his own business. He explores the conflict between commitment to service and the pursuit of freedom, shedding light on the need for balance.Systematizing for Success:
Unpack the concept of systematizing tasks for business growth. Scottie stresses the importance of streamlining processes to allow for more efficiency and freedom in the pursuit of higher income.🤔 Key Takeaway:
"I have to let the f**k go in order to make more money. I'm doing too much myself."🌟 Reflective Questions:
- Where are you the bottleneck in your business?
- How can you systematize tasks for more efficiency?
- Balancing commitment and the pursuit of freedom.
🌈 Connect with Scottie:
- Instagram (@thefinancialadvisoracademy)
- The Financial Advisor Academy (DM for questions and topic suggestions)
📝 Journal Prompt:
"How can I find pleasure in the process while breaking free from bottlenecks?"✨ Support the Podcast:
- Listen on Apple Podcasts
- Listen on Spotify
- Leave a review and share your thoughts on Instagram @scottie.
🚀 Your journey to breaking free from business bottlenecks starts now! To your success and growth!
Note: This episode contains valuable insights from the FAA VIP Mastermind. Tune in and elevate your success, money, and mindset game! 🌟
13 min - What lesson do you need to learn that you're not learning?
Welcome back to another Episode of the Scottie Taylor Jr Podcast!
Embark on a transformative journey as Scottie shares a recent experience that turned resistance into a profound lesson. Discover the keys to recognizing internal resistance, distinguishing burnout from intuition, and stepping into the energy of your higher self.🌟 Episode Highlights:
- Navigating a day of overwhelming tasks.
- Distinguishing between burnout and intuition.
- Shifting from Scottie 1.0 to Scottie 2.0 energy.
- The powerful question: "What am I not learning?"
🤔 Reflective Questions:
- Where is there resistance in your life?
- Is it burnout or an intuitive message?
- What lesson are you avoiding learning?
📝 Journal Prompt:
- "What am I not learning that I need to learn?"
🌈 Connect with Scottie:
- Instagram (@thefinancialadvisoracademy)
- The Financial Advisor Academy (DM for questions and topic suggestions)
✨ Support the Podcast:
- Leave a review on iTunes or Spotify.
- Share your thoughts on Instagram @scottie.
Thank you for being a part of the journey! 🚀
21 min - My story & struggles... and insights for when you face challenges
Welcome back to another episode my friends!
This episode is one of my most vulnerable, because I'm sharing my story -- and holding back nothing.
A lot of times social media just shows you the highlight reel. But the struggles we go through are universal (EVERYONE has their moments) -- and those struggles are what often help build the most character, resiliance, and desire for change.
I also wanted to record this episode because I'm a very optimistic person, and sometimes my optimisim creates "selective amnesia" for myself LOL. Meaning, I go through tough times then basically just "move on" because hyper-fixating on my struggles doesn't allow for more growth.
I really hope you enjoy this episode and are able to pick up some lessons from the thigns I went through!
48 min
About Success + Money + Mindset
From the publisher's feed
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 $25,000 per month, CONSISTENTLY.
After being at Northwestern Mutual for 6 years and growing my practice to $350,000 while only working 2 days a week, I'm here to give you the INSIDE SCOOP on the most up to date prospecting / lead generation strategies, how to achieve your breakthrough year, and how to make more money while WORKING LESS!