Hello my fellow advisor!
I am so excited you are here!

I wanted to introduce myself briefly -- I'm Scottie! πŸ™‹‍♂️

As I mentioned, I'm an advisor also. I’ve been in the finance world for over 12 years and have been coaching since 2020. Last year I wrote $315k of insurance production working 2 days a week and only working exclusively with inbound leads.

This translated to hitting just under $500k of revenue while working about 3-4 days a week (which includes my coaching business).

What I Do: I help Financial Advisors grow their businesses to $300k - $500k without stress, burnout, pressure, or "ick" tactics that most coaches in this space use πŸ’ΈπŸ’ΈπŸ’Έ

I've worked with tons of advisors and I've seen it all. I've helped advisors go from $10k to $40k/mo consistently, hit $25k+ cases, have their best year ever, hit $50k a month, triple their AUM in a year, and much more.

✨ If you're interested in growing your business, below are a few brief questions to answer. If you're a good fit for my coaching program, I'll reach out and we can book time to chat! 

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To get started fill in the information below

Client Win Highlights

Check out some success stories from Advisors I've worked with who are absolutely crushing it! 

Testimonials