Success + Money + Mindset

It’s been a while since I’ve done a collab on the Scottie Taylor Jr Podcast, but when Joyce’s team reached out to me, I just KNEW we were going to co-create some MAGIC together!!

I’m SO excited to share this episode with you, and here are the highlights of our discussion!

Joyce Rojas is a money mindset expert that has positively impacted thousands of people’s lives by shifting their relationship with money. 

She’s the national and international bestselling author of 31 Badass Money Mindset Affirmations, has been a top financial advisor at Fortune 500 companies, holds a Masters in Business Administration, and owner of an investment firm that’s revolutionizing the investment industry. 

As a daughter of immigrant parents, she never learned about investing and as a single mom, she struggled financially and wondered how she’d do this on her own. 

But it was in this process where she realized that wealth begins with mindset, and she successfully re-designed her life. 

She now combines her financial expertise with personal growth strategies to effectively teach others how to make, grow, and manage money without working so damn hard for it.

After listening, I KNOW you’ll be craving to connect with Joyce, so here’s how to get in touch with her! 

> LinkedIn: https://www.linkedin.com/in/joyce-rojas-speaks/

> Website: www.moneymindsetadvisors.com

> Amazon Book: https://www.amazon.com/Badass-Money-Mindset-Affirmations-transform/dp/1736735314

I LOVED our discussion, and I can’t wait to hear what you think! When you listen, send me a DM on the gram and let me know your thoughts!

Personal IG → @scottietaylorjr 

IG for Financial Advisors → @thefinancialadvsioracademy 

ILY!!

Scottie

P.s. Have you seen my brand new (and already insanely popular) new freebie: 5 Secret Prospecting Hacks??.

If you’re a Financial Advisor & want to double your revenue, this is for you.

Double your leads, Double your Revenue.

Grab my Free PDF - 5 Secret Prospecting Hacks - to uncover the MOST powerful ways to start getting more referrals, ASAP.

You won't believe some of the mistakes you might be making -- Click here to get immediate access! 🤳✨

https://scottietaylorjr.ck.page/secret

If you’re a Financial Advisor and want to build a sustainable, fun, and profitable AF business, you need to be getting inbound leads. 

Period.

Why?

Well, aside from the obvious “It would make my life easier” answer…

😰 The real answer is that because 90% of the “hustling” you’re doing is around prospecting / getting more leads. 

🔥 And if you can learn how to get inbound leads, your entire business will transform.

And here’s where this revelation came from.

Over the past few weeks, I’ve been meditating on and thinking about my prospecting system.

I’ve been an advisor for the past 6 years. 

In my first 2 years, I was HUSTLING. I had no strategy, no systems – I just had a strong AF desire to make this career work, and a goal of $250k of revenue.

After hitting that goal in my second year and being burnt TF out, I knew there had to be a different way to continue growing.

I hit $250k, but I wanted to make $500k. And I definitely could NOT work 2x as hard (I was already working 6-7 days a week).

When it comes to being an advisor, I think about business in two segments: 

The client flow, I’ve learned, is the easiest part of the business to automate and streamline. You can hire people, delegate tasks, and make that part of the business streamlined AF.

The front end, though, is where I (and a lot of advisors) got tripped up.

When I looked back to 2018 and 2019…I realized something shocking.

90% of the reason I was “hustling” so hard was because I was constantly trying to meet enough people to talk to & schedule FactFinders with. 

The “hustling” looked something like this:

🚫 I spent HOURS on LinkedIn adding & messaging people

🚫 I would cold call and cold email for hours

🚫 I was on Facebook messaging old friends and coworkers and inviting them to a conversation.

🚫 I spent tons of time researching ways to get referred business – either through building feeds lists or emailing clients for introductions

🚫 Because I wasn’t getting tee’d up referrals, I had to email / call / text people multiple times to get them on the calendar.

Then, I had a realization. 

If I could figure out how to create a SYSTEM for my prospecting and generate INBOUND leads….

90% of the work I was doing would disappear 🥵🥵🥵

And that felt juicy AF.

And now? When I get an inbound lead, the client typically emails me, my assistant responds with a link to my calendar, and boom. Booked.

The fking easiest sh*t ever.

See, if you’re only meeting new people because YOU reach out, you’re going to constantly be in the energy of “go go go”

If you want more freedom, more flexibility, more ability to take time off in your business…

You need to automate your lead generation 💸💸💸

When you are constantly asking for referrals, calling people without getting tee’d up, cold calling, using LinkedIn…

You are CONSTANTLY pressing on the gas pedal. 

It’s all about YOU >> and the energy is very much about “hustling more” to see more success.

Now >> this outreach energy is absolutely sooooo valuable and beneficial >> as a PIECE of your lead gen strategy.

If you’re ONLY getting referrals through your own outreaches though, the energy is going to be sticky AF. 

The energy is all about YOU reaching out, and therefore YOU convincing people to work with you.

🔥 Wouldn’t it be nice to get INBOUND referrals – of people who are actually EXCITED to work with you?

Like - think about it. A client emails you and introduces you to their friend.

Their friend is like “YES! I can’t wait to chat with you!” 

They book a call immediately.

There’s no chasing. No following up. No pressure.

Just ATTRACTING.

I’m SO excited to share with you my newest podcast episode where I’m going to be breaking down - IN DETAIL - my 6mo and 12mo goals…

And EXACTLY what it means to go ALL THE FUCK IN on my life & business.

I’m so excited for this episode because I think this is going to be the kick in the buttski that you might need if you are half-assing your work, your business, or your LIFE!

But here’s the Scottie pivot.

Going “ALL IN” doesn’t mean do more.

Depending on where you are – it might be more about setting up systems & structure. 

Here’s how you can approach going “all in” but not overwhelm yourself thinking you need to try to do EVERYTHING in one day:

Here’s how I’m approaching this next season in my life – and my next 6-9 month goals

What would going “all in” look like for my fitness?

What does going ALL IN on my personal life look like?

What does going all in on my business look like?

6-12mo Goals as of July 30, 2023

By January 2024, 16 advisors per month -- $80k/mo into FAA at $5k average price per person  

Aug 10 ppl

Sept 12 ppl

Oct 14 ppl

Nov 16 ppl

Dec 16 ppl

7 PIF August / Sept

To get there, I will:

1) Sign up for a coach / VIP day / Mastermind

2) Perfect my lead gen system, funnels, email sequences, LinkedIn, cold email, and social media content creation

3) Have these systems lead advisors to live webinars, recorded webinars, "explore FAA" page, and ultimately lead to FAA (singular focus). Start closing in DM's / through emails / on live webinars (eventually step away from sales calls -- but also okay to still answer questions directly)

4) Based on FB Ads / Content Creation / Emails >> Get 16 advisors to sign up in one month - hit my first $80k month!! By January 2024.

5) Hit 16(+) advisors per month ($80k+/mo) consistently for 3 months (consistency of revenue, work through any kinks that come up, build my raving fan base, gather more testimonials, etc.)

6) Once the audience is built & revenue is consistent, expand into more ways to capture revenue. Additional programs, masterminds, VIP days, etc. -- Essentially, become a full fledged online entrepreneur.

Timeline:

This level of detail is UNHEARD of to provide in a podcast, but I felt inspired to just share it ALL with you this time!

If you have any questions or want to explore working together, DM me on instagram and we can chit chat!

Personal IG → @scottietaylorjr 

IG for Financial Advisors → @thefinancialadvsioracademy 

ILY!!

Scottie

P.s. Have you seen my brand new (and already insanely popular) new freebie: 5 Secret Prospecting Hacks??.

If you’re a Financial Advisor & want to double your revenue, this is for you.

Double your leads, Double your Revenue.

Grab my Free PDF - 5 Secret Prospecting Hacks - to uncover the MOST powerful ways to start getting more referrals, ASAP.

You won't believe some of the mistakes you might be making -- Click here to get immediate access! 🤳✨

https://scottietaylorjr.ck.page/secret

So there’s this saying that one of my spiritual teachers (Abraham Hicks) says that I freaking LOVE.

And I was having a conversation with a client of mine, and the topic came up and I just felt super compelled to share it with all of you today.

The Vibe: Plug in the (fking) vacuum before you vacuum the rug!

I’ll explain.

When you are feeling insecure, lacking confidence, or feeling like something won’t work…

And you take ACTION from this place of insecurity….

Nothing happens.

It’s like trying to vacuum the rug, but not plugging in the vacuum first.

It’s a whooooole lot of effort, but virtually no results.

I get it though, this is very different from what a LOT of people will tell you.

We learn from a young age to work harder, put in more effort, more energy, and just keep going. 😖

Virtually no one talks about getting your energy right FIRST before taking action.

If you’re skeptical, that’s ok!

But I’d encourage you to look around. How many people do you know that work so. damn. hard… but have very little to show for it?

How many people out there do you see sweating, efforting, trying – but they don’t have the money, the success, or the freedom they truly desire?

If hard work were the ONLY path to success, then the people working the hardest (teachers, servers, etc.) would be millionaires. But that’s just not the case.

The hack that wealthy & successful people know is that your ENERGY is always more important than your action. 👏

Not everyone would necessarily say it like that, but if you were to ask a millionaire – before you made your money, did you believe you would become a millionaire? 

I’d BET that they would say “YES” 💸

So here’s my reminder for you today.

✨ Energy > Action. Always. ✨

Before you pick up the phone, make the calls, send the emails, meet with the clients…

First get yourself revved up. Convince yourself that good shit is happening FOR you.

And when you believe it? Good shit WILL happen for you.

ILY,

Scottie

P.s. Have you seen my brand new (and already insanely popular) new freebie: 5 Secret Prospecting Hacks

Today, I was thinking to myself… What actually holds people back from doubling their revenue and building the financial planning practice of their dreams?

And after meditating and journaling about it for a while, I realized that there are two main things I’ve seen.

Now, there are many things that might be holding you back, but based on coaching over 80+ advisors over the past 3 years and being one myself for the last 6+ years, there are two things that I’ve seen consistently that create a LOT of “stuckness.”

The “stuckness” usually sounds a little like this:

👉 You’re 3-7 years into your business.

👉 You know you have the ability and capacity to do big things in this career. 

👉 You’re smart, have studied up on planning. Maybe you’ve even gotten some certifications (CFP, CLU, RICP, etc.).

👉 But, you’re not at your potential (yet). 😖

👉 Your income has gone up each year, but only gradually.

👉 You’re good at building relationships, closing clients, and overall you enjoy the career…. But you just haven’t really broken through to that next level.

You realize that there’s one area of your business that’s likely holding you back, but you’re just not sure how to fix it.

And you probably already know what that one thing is.

Prospecting. Aka: generating leads.💸

And so, after years of experience, here are the two things I see that hold back advisors from their next level:

1️⃣ Meeting with anyone / taking joint work down meetings

and…

2️⃣ Keep getting referred laterally, not up (no strategy for prospecting up)

If you’re over 1+ year in the business, you likely already know this: 

If you want to make more money without working more hours – the fastest and most effective way to do this is to prospect UP (aka: meet people who have more money).

I know, it’s easy to write here, but harder to do in action.

Here’s what I see SO many advisors get stuck (and there is where things become a catch 22):

👉 You say “yes” to joint work down meetings – I mean, why not?! It’s a meeting scheduled on your calendar without having to do any work!

👉 Because you take these joint work down meetings, you don’t feel the pressure to prospect as much.

👉 Because you don’t feel any pressure, you haven’t researched / created a strategy for prospecting up.

👉 And if you don’t have a proven strategy for prospecting, you don’t have your own leads coming in.

👉 BUT, you still need people to talk to, right? So then you keep accepting joint work down meetings.

And on and on the cycle goes.😵‍💫

Suddenly you realize – you’re doing 100% of the work, getting 50% of the case, AND you don’t have a prospecting system to get out of this situation.

Does this sound like you? If it does, what should you do?

Check out my latest podcast episode for the full scoop – and let me know what you think!

BONUS TIPS: If you want to double your business, there are three things to do:

👏 Step 1: Implement a simple but repeatable prospecting system – once that you know will start to bring in leads every. single. day. 

👏 Step 2: Set client minimums.

👏 Step 3: Create a strategy for prospecting up to your ideal client 

Interested in getting the short cut to those three steps? 

Each step is fully outlined in my signature Prospecting Program > The Financial Advisor Academy.

Inside the program, you’ll learn next-level prospecting strategies, tips, and tools to get you to $25k/mo+ consistently, without burning out.

You can read more about the program here: https://www.scottietaylorjr.com/financial-advisor-academy

Can’t wait to hear what you think about the episode!

To your massive success,

Scottie

Ciao from Sorrento, Italy! I am super excited to share the newest episode of the Scottie Taylor Jr Podcast – Hitting Your “Next Level” Won’t Eliminate Your Anxiety. But This Will

As I write this, I’m overlooking the Almalfi coast - which is freaking BEAUTIFUL!! I am feeling alllll sorts of gratitude, but of course, there is still a small part of me that feels anxious about life & business.

And so, as I was brainstorming content for this episode, something came through for me – and I’m REALLY excited to share this episode and thoughts with you.

If you’re anything like me, you likely want to make more money.

And when we think about making more money – we want it for one reason only. We think that when we have it, we’ll feel better. 

Making more money, for most, comes down to one of three things: security, freedom, and fun. 

And for the longest time, I used to think that once I had a certain amount of money, things would just be easy. Like, my anxiety would go away, I’d be able to live in the moment, and I wouldn’t be stressed out at all anymore.

Well, hate to say it, making more money did NOT eliminate my anxiety, but it did change it. 

So – back to my point. 

This morning, Joe and I took a trip to Positano, about a 40 minute drive from where we are in Sorrento. We spent the morning walking around, exploring, and just soaking it all in.

And I had a brief thought…. “If I had $10m in the bank right now, man oh man I wouldn’t be stressed at all! I could totally just enjoy the moment and not worry about finances”

I’m guessing some of you have thought something similar, or am I alone here?!

And that thought sparked another thought, which went something like this:

How can I create a life where I’m not stressed or anxious about money or my business????

Through experience, I’ve realized that there’s no magical financial number that - once you hit it - you’ll feel “secure.”

There are millionaires that still feel stressed and anxious about money. 

If making it to a certain level doesn’t allow for stress to disappear, then how the f*ck do we finally eliminate stress & anxiety around our business?

After a LOT of trial and error, here is my solution to feeling virtually stress free in business – and finally be able to live in the present moment.

Step 1: Set up a lead generation system, one that’s PROVEN to work

I go DEEP into this in the episode, but here’s the short and sweet of it. If you have a system to bring in new people every single day, then your entire business will continue to work.

The MAIN reason I would stress, hustle, and worry is because I didn’t know if I had enough leads coming in – and therefore enough money coming in.

Once I solved this (and I share how I am going about it in my business currently) – I actually feel like I can relax, enjoy myself, and KNOW that people are going to come in the door every day.

Step 2: Trust & believe in your system, and surrender to the process you created (aka: let TF go of control!!!!!!!!!!!)

This might seem super simple at first, but something I am constantly doing is letting TF go of control!!! 

Years and years of being taught that “hard work = success” has created patterns of behavior in my life – and the biggest one is that I feel like I have to show up in order to make money.

Letting go of this belief system – and trusting in my process - has been such a beautiful challenge for me, but one that is insanely rewarding.

If you’re interested in feeling less stress or anxiety in business, this is a MUST listen to episode for you.

Want to grow your business without stressing yourself TF out?

The Answer? Get more Leads.

Grab my Free PDF where I share my EAR Method to double your referrals no matter where you are in business.

Grab the Free Strategy >> https://scottietaylorjr.ck.page/referrals 

I can’t wait to hear what you think!

Scottie

Welcome back to another episode of the STJ Podcast!

In today's episode, I'm going to break down EXACTLY how I grew my coaching revenue from $6k in February to $39k in June (a 550% increase)!

From February to June, my revenue grew by +550% -- which is kind of insane.

Here are my exact revenue numbers month by month:

February: $6,240

March $12,938

April: $20,320

May: $28,108

June: $39,104

Now that the context is there, here's the strategy I used to grow so quickly.

I created a robust -- yet simple to execute -- strategy to get leads.

And this is EXACTLY what I teach inside of my digital coaching program, The Financial Advisor Academy

Here are the strategies I used to get TONS of leads - book sales calls, and ultimately close a LOT of business.

1) I clearly identified my target market, got hyper specific on my ideal avatar, and doubled down on solving ONE problem.

2) I used LinkedIn to bring in new leads.

3) I created a hyper targeted email campaign

4) I started posting on social media (mostly LinkedIn) to brand myself as an expert

5) I reached out directly to offices to offer free speaking events

6) I hired a CRM manager

And when I implemented these strategies? There have been CONSISTENT leads coming in the door.

And now that the "leads" part of the equation has been cracked, I simply worked on improving my sales call process (conversion %).

Next up? I'm working on how to scale my sales call process so I can start selling to more people without having to show up on a Zoom call.

Want to DOUBLE Your Referrals? Grab my Free PDF with my 3-Step Strategy, here: https://scottietaylorjr.ck.page/referrals

Welcome back to another episode! Today's episode is a gooooooooood one! It's the three questions you can ask yourself to create motivation in basically ANYTHING you're procrastinating on.

These questions are founded in RRT and such a game changer. I can't wait for you to discover and start using them!!

I've said it before and I'll keep saying it over and over...

🔥💸 Re-wiring my unconscious money beliefs through audio reprograming has been the SINGLE most powerful exercise I've done to make more money & feel less stress 🔥💸

The problem with trying to do this on your own was that the process of finding and vetting the RIGHT audios to listen to took me YEARS... (picture me searching Apple Podcasts and YouTube for ANYTHING money mindset related... yeah, not my kinda vibe)

Because this is what I needed, I created a brand new program. Introducing....

​Unlock Your Inner Rich B*tch!​

a private podcast experience to...

My FAVE thing about this new program is that since it 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 is me doing the heavy lifting for you <3 💸💸💸

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

Hey, hey, hey! Welcome to this awesome episode of Success + Money + Mindset podcast, where we're gonna talk about identifying your target market!

Listen up, my fellow money makers, because this sh*t is important. If you want your business to succeed, you need to know who the f*ck you're trying to sell to.

That's right, we're talking about identifying your TARGET AUDIENCE!

And let me tell you, there are some MASSIVE benefits to doing this. You will:

✔️Improve your conversion rates

✔️And your marketing campaigns will be more effective.

It's a no-brainer, people!🧠🧠🧠

So, how do you identify your target market? Well, there are a few different ways, like analyzing customer data, conducting market research, and creating customer personas. But the most important thing is to really get to know your customers and understand their needs and preferences.

And don't forget, this isn't set in stone. As your business evolves and your customers' needs change, you need to keep revisiting your target market and making adjustments.

Alright, that's all for this episode, folks. I hope you're feeling energized and ready to kick some ass in your business! See you next time!

Welcome back my friends to another episode of the STJ podcast!

Today's episode was inspired by the Masterclass Ashley and I are doing on April 6th! The 3 to 3 LinkedIn Method: How to spend 3 hours a week on LinkedIn to make 3 New Clients per MONTH!

***LINKEDIN TRAINING!!!***

On Thursday April 6th, 2023 Ashley Horne and I are teaching our secret 3 to 3 LinkedIn Method: How to spend 3 hours a week and make 3 new clients / month!!

In 90 minutes, we’re going to share the secrets we haven’t shared with anyone on cracking the LinkedIn code.

This is the exact method we’ve used (and STILL use) to….

This is for you if you’re an advisor, on LinkedIn, and want to start bringing on new, hot clients, through LN.

⁠You can sign up for the training here!⁠

As always, if you enjoyed this episode, share on IG and tag me @scottietaylorjr and send me a DM with any thoughts!

I love you!

Scottie