Success + Money + Mindset

What area of your business is holding you back? Find out here!

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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?

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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!).

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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?"

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        Success + Money + MindsetBy Scottie Taylor Jr
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