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The 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:
📝 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:
🔗 Listen to the Episode Now!
View all episodes
By Scottie Taylor Jr
4.8
2020 ratings
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:
📝 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:
🔗 Listen to the Episode Now!