Success + Money + Mindset

Two things I did my FIRST YEAR to breakthrough to $288k Production

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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.

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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?"

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        Success + Money + MindsetBy Scottie Taylor Jr
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