How to Work With Me & Become a MASTER At Prospecting

#businesscoach #businessowner #financialadvisor #financialadvisorsuccess #prospectingsystem Jul 11, 2023

If you're a Financial Advisor & want to DOUBLE your production without working harder.... read on. Creating a Prospecting SYSTEM was the exact shift I made from 2019 where I did $288k of premium on 130 lives (working 6 days a week) vs. 2021 where I did $315k of premium on 50 lives (working 2 days a week).

Creating a prospecting system is for you if you want to: 

🔥 Double your production (without working more hours) 

🔥 Take time off (without the guilt) 

🔥 Release the STRESS this job brings 

🔥 Never have to worry about “how many ahead” you are I created a system to constantly have enough leads every single week, regardless of how often I show up.

I have a SYSTEM that is outside of "me" (meaning, if I take a week off, nothing really "stops" in my business >> i am still getting leads & still getting business). I still have to show up, of course, but the most stressful part of the "job" is eliminated. And this system is what i want to teach you.

Learn more below  about how to work together, who I accept into my programs, and what you can expect. And if you're ready to explore, DM me the word "REFERRALS" and I’ll share more details & the application to see if you’re a good fit.



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Published by

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