Here’s what going ALL IN looks like (+ sharing my 6 & 12 mo goals!)

Aug 08, 2023

Hey!

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?

  • Buy a sauna
  • Buy a cold plunge
  • Workout at least 3x a week
  • Hire a nutritionist to determine what to eat

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

  • Talk to one stranger per day
  • Build up $1m into my investment account. My goal is to save $30k/mo // 
    • 80k revenue // 25k taxes // spend 25k // save 30k

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:

  • August 2023: Hire coach
  • October 2023: Start selling in the DMs / transition away from sales calls
  • December 2023: 16 advisors in ONE MONTH into FAA!
  • January - March 2024: Maintain 16 advisors / month
  • April 2024: Expand into more ways to make money with my audience!

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

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Published by

Scott Taylor Jr, CFA, RICP Financial Advisor
CEO | Prospecting Strategist | Founder of the 5 to $25k/mo Method