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I'm Ready to Join!Discover The Bulletproof Prospecting SYSTEM to Get More Leads, Book Your Calendar, and Hit $25k/mo consistently (without the burnout!)
Introducing...
The Financial Advisor Academy!
A Transformational Online Academy for Financial Advisors / Insurance Agents to..
👉 Get Access to Proven Prospecting Strategies
👉 Generate Inbound Leads
👉 Ditch the Grind Mentality & Hit $25k/mo+ Without the Burnout!
The Vibe
A completely done-for-you, simple to execute, and easy to implement Prospecting System to get more leads, referrals, and build to $25k/mo
What
A Transformational Online Academy to Become a Master at Prospecting
Who
Financial Advisors & Insurance Agents. You're good at closing, you just need more (and better quality) leads. Desire to hit $25k/mo consistently (without any "ick" tactics)
Results
You Will Have All The Tools, Tactics, and Templates to Hit $400k and Beyond, Sustainably
If you desire to double your production (and accomplish something you've never done), you'll have to do things you've never done before
It’s a Wednesday at 10am. You just left your weekly accountability meeting (snooze fest)
The feedback you received:
- “You need to be dialing 40 people a day”
- “If you just did more FactFinders, you’d be fine”
- “Are you asking for referrals?”
Frustration level 10/10. You KNOW you need more FactFinders.
But, you’re temporarily motivated. “Okay” you think, “Let’s dial to get some FactFinders!
But wait, I’ve already called my entire dial list! Okay… I need new leads…”
You start to think: “where can I get some referrals? Maybe I should use LinkedIn? I heard that worked for another advisor ….
Or should I call up a CPA and try to get referrals?”
No, I should just ask more in my meetings... but wait, I need more meetings in order to ask..."
Suddenly, you’re spinning out. 😩 You're not sure which prospecting strategy is best or even where to start.
You start to question why the heck you even became an advisor in the first place. Why does this career feel so dang hard all the time?!
Anddddd, cue burnout 🥵
If you’ve ever been here, I get it (because, same).
👉 Here’s where it all went wrong (and here’s how to fix it):
Everyone is telling you to focus on the outcome, aka the FactFinders. The problem is, by the time you focus on the FactFinders, it’s already too late.
Instead, your main focus should be on the inputs, aka: prospecting activities.
But not just “spaghetti-at-the-wall” kind of prospecting.
Not the kind of prospecting where you sorta ask your clients in meetings (only to get crickets) or send out messages to your alma mater on LinkedIn (which does not work, pls don’t try).
I’m talking about a clearly defined, proven, and repeatable prospecting strategy so you constantly have leads coming in every. single. day.
What if I told you a strategy like this is simpler than you realize, and something YOU can implement in your practice, too?
If you’re ready to learn the strategy, read on:
👇 👇 👇
This is for you if you're good in front of clients, but just can’t seem to get enough high quality, consistent leads.
👉 This is for you if you have a deep desire to be a successful Financial Advisor / Insurance Agent and want to build the business of your dreams – and you just KNOW that by unlocking your prospecting that you’ll get there easier and quicker.
Inside The Financial Advisor Academy, you’ll learn the Framework to get More Leads, Get Inbound Leads, Book Your Calendar FULL, and Hit $25k/mo CONSISTENTLY.
Here's the step-by-step process you'll discover inside the program:
Step 1: Become a Prospecting MAGNET
- This section will teach you how to become Irresistibly Referable
- Prospecting is marketing. Marketing is prospecting. Period
- In this step, you’re going to learn how to become a marketing MASTER. Why? The reason why things aren't clicking (yet) is because you have an outdated understanding of how marketing (aka: prospecting) truly works.
- There's a saying in the marketing world that goes: When you speak to everyone, you appeal to no one. THIS is why your generic approach to prospecting isn’t working (this step was a big one for me)
- You’ll learn how to pick your PERFECT target market and understand/communicate their pain points so deeply -- so new prospects are actually EXCITED to meet with you (vs. feeling like you’re chasing them all the time. We are DONE with "chasing energy").
Step 2: Implement a Proven Prospecting Process
- When I ask advisors "what does your prospecting process look like?" I sometimes hear.... "what process?!" If you feel like you're a bit scrambled, scattered or "flying by the seat of your pants" (lol) - this section is going to be golden for you.
- Instead of hearing "ask more!" or "prospecting up!", you'll literally walk away with a fully done-for-you prospecting system. This system will share with you how to bring up prospecting, scripts for how to ask (smoothly and authentically), a proven methodolgy for overcoming objections, the exact email templates to follow up, how to schedule dedicated prospecting meetings, and how to get contact information
- This is what you've been searching for. A completely done-for-you prospecting process.
Step 3: Scottie's No Ask Method for Inbound Referrals
- Ever wondered how some advisors get inbound leads? In this section you'll discover Scottie's proven system for getting inbound leads, including the exact scripts, templates, and how to bring it all together.
- FAA Students say this section is absolute GOLD.
Step 4: Uncover The Top 5 Prospecting Strategies
- Imagine you’re trying to catch fish (prospects), but you’re using your bare hands. That’s your current prospecting strategy. Ineffective, but occasionally works if you try hard enough.
- In this step, you'll get access to the five most effective prospecting strategies, and have a straightforward game plan on how to execute on each one.
- The best way to think about this step is like looking at a bicycle wheel. A great prospecting strategy is diversified (just like a great investing strategy). I want you getting referrals from LOTS of sources (ex: LinkedIn, in person meetings, email marketing campaigns, inbound referrals, etc.) so they never dry up.
- It’s going to be so easy, you'll be kicking yourself wishing you did this sooner.
Step 5: Prospect UP
- Do you have a desire to start working less and making more? Or, maybe a desire to work the same but make more? If so, Prospecting Up is for YOU.
- A lot of coaches or mentors will offer advice like: "Prospect up! Meet people who make more money and have more capactity!" - if you've ever heard this but thought to yourself: "DUH! But... how?!" then this section will be a game changer.
- Discover the simple yet insanely effective 3 strategies to prospecting up and watch your revenue per new client SKYROCKET.
Step 6: Craft The PERFECT Activity Matrix
- In this final step, you'll wrap everything up you learned in the previous steps and implement a Simple and Actionable Prospecting Strategy.
- I’m talking about knowing EXACTLY what to do, every day, in order to call in the EXACT clients you want to work with.
- This level of clarity is RADICALLY transformational. No more guesswork. No more shotgun approach to prospecting. Just proven strategies that are repeatable every day.
- The vibe here is that when you do certain activities (which I will literally hand to you), you'll have 95% confidence you'll hit your goal. Now THAT is a MF vibe.
When you walk through this proven process, my promise is that you'll be on your way to $25k/mo, a sustainable business, and a business that's FUN.
Working Harder Does Not Always Equal More Success! Working Smarter Does
How do I know this strategy works? Because I've been there, and done it myself.
Check out my production #s below, and hear from a select group of Advisors I've helped!
Scottie's Ratio for 2019
(Worked 201 days and did $288k of Insurance Premium!)
Scottie's Ratios for 2021
Worked 83 Days (2 Days/week) and wrote $315k of Insurance Premium!
Scottie's last 2 years income
January 2021 - February 2023
FAA Wins
Meet Robert, Who Implemented a Prospecting System, Hit 60 QSs his FIRST MONTH and now has a goal of $40k+ per month!
Hear from Sydney, who was stuck between $8k - $15k/mo of production. After only 90 days, she hit her first $25k -- and did it way easier than EVER!
Meet Chris! His average monthly production was $10k before joining. After only 4 months, he had his biggest month ever of $50k and 22 lives!! He's now averaging $40k/mo production! That's a 400% increase!
🎉🎉🎉
Client Win Highlights!
Check out some of the INCREDIBLE Financial Advisors who went ALL IN and completely transformed their business! Are you next?
Sydney!
When we first started working together, Sydney was writing between $8k - $15k/mo insurance premium. After 3mo, she hit her first $25k/mo (and did it without the burnout or stress!)
Brad!
Working together, Brad had his best year ever, hit his highest premium month in the business ($30k+), and triple jumped on the grid payout rate (we're talking an extra $50k+/year of income).
Lauren!
Lauren hit MDRT for the first time, had her BEST YEAR EVER, passed her CFP exam, and hired an incredible staff person all within a year of working together!
Chris!
In 3 months, Chris transformed his mindset and went from $10k/mo to $40k/mo production! And after only 4 months, he had his biggest month ever of $50k production and 22 lives!!
TJ!
After 2 months of working together, TJ created a bulletproof prospecting strategy and wrote $36k of production… after only 8 weeks!!! His new goal is $50k/mo!
Kendra!
Kendra had her BEST MONTH EVER production wise after 5 months of working together, is up 13% YOY in production, and who has upleveled her mindset and fully released stress and anxiety around money!
Esmeralda!
In a few short months, Esme upleveled her client base, jumped off the hamster wheel, and wrote her biggest case ever ($25k)! Her focus has even helped her write more production in one MONTH than her entire last quarter!
MaKenna!
Working together, MaKenna was able to release the rollercoasters of emotions around money & success, hit her goal of 1 star pathfinder, and is more confident than EVER in her business!
Wondering "How"? These are the things you'll learn inside
THE FINANCIAL ADVISOR ACADEMY
INTRODUCTION
- When you join FAA, you get IMMEDIATE access to Module 0, the introduction module, that will help you get the MOST from your experience in the program!
- You’ll learn how to Navigate Your Resources, What to Expect from each week, How to get the MOST from FAA… and
- You’ll learn the Foundational Beliefs that, when you understand and internalize, will completely shift your perspective on business & success
- There’s also an INCREDIBLE PRE-WORK SECTION! This homework will help you determine exactly what you want to get from this program (and how to get it)
CREATE CLARITY
- Clarity is key. Period. If you feel like you’re on a hamster wheel of “work work work” – but not really sure where you’re going, this section is for you.
- Get HYPER Clear on your Goals & Your Vision + What is Currently Holding you Back.
- The exercises in this section will go deeper than you ever have into your subconscious mind – to REALLY understand what it is you want (and not just what you THINK you want)
- Explore (and create) your own Ideal Lifestyle Design so you can achieve the freedom, flexibility, AND income you signed up for.
- Learn why you set goals but can’t seem to hit them (and set goals that are actually going to get you inspired)
- Also learn about Limiting Beliefs (aka: the exact reason why you’re stuck where you are) – including an easy and powerful exercise on how to eliminate any beliefs that aren’t serving you.
PROSPECTING MAGNET
- In this, you’ll learn how to become a Prospecting Magnet & Generate Inbound Leads.
- Over 88% of Advisors fail in this career. Curious the #1 reason why they don't make it? You got it - not enough new, high-quality leads.
- This section will change everything for you. In this Module, you’ll learn exactly what makes an Advisor Irresistibly Referable, and you’ll walk through a 6-Step Process to Becoming a Prospecting MAGNET.
PERFECT YOUR PROSPECTING
- In this module, you get access to my FULL and PROVEN Prospecting Process. This includes scripts, language, objection busting language, and exactly what to say, and how to say it, to ACTUALLY get referrals in meetings.
- You'll also discover how to Increase Your Effectiveness, Increase your Consistency,
- Learn the HUGE BLOCKER that stops people from giving referrals ("perceived risk") and *exactly* how to neutrolize it so you can get multiple, multiple referrals from your meetings
- Once you finish this module, you'll have a COMPLETE prospecting process, rinse & repeat, execute easily, and one that CONSISTENTLY yields results.
TOP 5 PROSPECTING TACTICS
- You learned HOW to become a Prospecting Magnet in the last module. In this Module, You’ll Learn Your Ideal Prospecting Strategy
- Learn The Secrets to the FIVE MOST IMPACTFUL Prospecting Strategies, including:
- The DPM (Dedicated Prospecting Meeting)
- Perfect LinkedIn Messaging Strategy
- Nesting at a Company
- Email Marketing, and
- Finding Referrals via LinkedIn
-
In this section, you'll discover the inner workings of these 5 prospecting strategies that will exponentially increase your business. These are 5 strategies that you can start implementing NOW to generate more leads – and high quality leads.
-
These are strategies that are tested, tried, and so easy to execute.
PROSPECT UP
- If you're someone who loves the idea of #WorkLessMakeMore, then you are going to REALLY love this module - PROSPECTING UP. In it, you aren't going to hear "just prospect up!" Instead, you'll learn my step-by-step process on HOW to prospect up, including all my language, structure, and details to make prospecting up EASY and EFFECTIVE.
- Get ready to uncover:
- How you may (ahem--- very likely are--) be pushing high quality prospects away accidentally
- The 3 ways to EFFECTIVELY Prospect Up
- My insanely effective "two category" language to get better quality referrals\
- How (and why) to set client minimums, how to navigate the process of doing so, and what to do if you get introduced to someone outside of your income range.
- This is the final step to becoming the most amazing advisor you can be.
THE PERFECT ACTIVITIES
- Wouldn’t it be nice to wake up and not have to think: “What should I focus on today?” – But instead have absolute clarity around the activities to hit your goal?
- Having a framework for activities is great (sometimes) – but instead of following some generic playbook, let’s create YOUR perfect set of activities.
- This module you're going to get access to the $25k/mo Activity Matrix.
- This will be a completly done-for-you activity spreadsheet using the 12-Week Year as a Guideline.
- This is the exact method I used in 2019 to hit $296k. No more guesswork. No more committing to random activity goals. We’re replacing all that confusion with massive clarity. When you follow these activities, you will hit your goal.
- If you ever feel like you’re on a hamster wheel of work, work, work, this week is for you.
Hear from Lee, a FAA Student!
"I just now completed the first lesson, and I can already understand how that benefited me. Great exercise to examine our own psyche, which I had never done. I am more clear now on why I want this.
My managing partner used to tell me that I need a strong “why” to motivate me. My “why” up until now was to support my family. Your exercise, where you said to let it flow without judgement allowed/enabled me to dig deeper in to things I want that I previously wouldn’t let myself put on paper – perhaps what I would have considered selfish or superficial. I feel much more in tune with myself now.
The section on eliminating limiting beliefs was very powerful for me. I needed that. I feel like I have been flooded with limiting beliefs. I now feel empowered to recognize, address, and break them down. This I believe has been a significant road block to my growth beyond my comfort zone.
And lastly, the Money Mindset also was revolutionary for me – having managed a corporation’s money in my previous life, with many zeros in every transaction, that seemed almost fictional to me, in hindsight. Transitioning to now helping individuals manage their own hard earned money, which is very dear to them, suddenly made the concept of money morph into a something different.
Every dollar is so dear, and matters so much more to individuals, and that made big commissions seem implausible to some extent.
Also, I think I was stuck on belief that there is a right way to do things and if I don’t know the right way to do things, then I shouldn’t try. Your statement that there is no right or wrong way was very liberating after I dwelled on that – that was the first time I came across that thought.
This section I now understand expanded my mindset and is very important. Thank you. I am very excited for lesson 2!"
Meet Esme, who jumped off the hamster wheel and after 3 weeks closed a $25k case! In month 4, she already did MORE production than the entire last quarter!
Why I do What I do
Still not sure? Read on...
No time? No problem.
I get that new ideas can feel a bit overwhelming sometimes. You probably have a LOT on your plate right now.
The question you might be thinking: Can I really take on more?
I get it because I’m ALSO an advisor. And I’m a huge fan of learning from the mistakes of others and SAVING yourself time.
The thing is, you have two choices:
Choice 1:
Keep doing what you’re doing now, not invest in yourself, and try to figure this out your own way.
Spend countless hours, weeks, months, or even years doing research, listening to different mentors or advisors, and try to piece together a prospecting strategy that works for you.
All while you continue to tread water, juggle expenses, and try to maintain your personal/family life… hello, burnout!
Choice 2:
Or instead, you could take the leap, invest in yourself, and learn the simplified, straightforward, and PROVEN methods for ACTUALLY becoming a prospecting MASTER.
And by doing so, save your future self YEARS of effort and sacrifice.
Investing in this program will not take more time. It will SAVE you time from having to figure this all out on your own.
Okay, so maybe you’re ready to join, but you’re still nervous. It’s an investment. And you might be thinking… “I just don’t have the money!”
Here’s a simple truth: You WILL pay for the knowledge in this program.
You’ll pay for it in one of two ways: with your time, or with your money.
Struggling advisors choose to think thoughts like “I can’t afford it!” -- and instead spend hours and hours of their precious time trying to figure out the same information.
Successful advisors think thoughts like: "Do I want to invest my TIME, or my MONEY?"
Truth is, given enough time, you probably COULD learn everything in this program.
My question to you is: What’s the more valuable resource? Your TIME, or your MONEY?
Wealthy people use MONEY to buy TIME.
The question isn’t “can I afford this?!” – the question is “can I afford (with my time) NOT to do this?”
Are you ready for this? This program is for you if...
👉 You’re a Financial Advisor / Insurance Agent
👉 You focus on insurance, investments, and/or fee-based planning
👉 You want to get to $25k/mo
👉 You struggle getting consistent high-quality leads
👉 You love being an advisor, but at times it feels like you’re missing that “secret sauce” that helps other advisors hit that $25k/mo+ mark (and make it look easy)
👉 You think: “if I could only have the right people on my calendar, my business would be incredible!”
👉 You’re working hard, chasing clients, generating very few (or none) inbound referrals, and just KNOW this business can be more efficient.
👉 You sometimes think you’re flying by the seat of your pants and want a more structured, consistent, and repeatable way to bring in new business
BLACK FRIDAY 50% SAVINGS
Meet Brad, who just had his BEST YEAR EVER and a TRIPLE Jump Grid Payout!
I LOVE Seeing You Win
Hear From Paige, who Tripled Her Premium per Life & Works 1 Day Less/Week!
Meet Kendra who had her BEST MONTH EVER production wise after 5 months of working together, is up 13% YOY in production, and who has upleveled her mindset and fully released stress and anxiety around money!
Check out Scott, who went ALL IN & Transformed his Mindset around Success!
LET'S RECAP!
When you join The Financial Advisor Academy, you'll receive:
Immediate & Lifetime Access to the FULL Online Program to help you become a Prospecting MASTER, Generate Inbound Leads, and Scale Your Business to hit $25k/mo+ sustainably!
For a typical 3-month engagement with Scottie and to get access to all of these incredible templates, it would be $15,000+….
SPECIAL PROMOTION: If you decide this is for you and sign up, you’ll get this promotional pricing, but only for a limited time!
Join FAA Now!
At this point, you know your business could be operating more smoothly.
And so right now, you have two options.
You can choose to do nothing... and then of course nothing changes. You can keep putting in more and more effort and hope the problem just goes away (hint: it won’t)
OR you can choose to step into FULL Business Owner status and completely TRANSFORM your business, generate inbound leads, and make the whole process fun again.
If you’re 100% committed to making your business work FOR you, then it’s time to get signed up and get started!!
Otherwise, you can just click right off this page!
But CHOOSE Quickly!
The SPECIAL RATE is only available for a short time! That’s right, if you made a decision in the next 24 hours, you’ll get access to this program for a massive discount. And after these 24 hours, you will never be able to get your hands on this valuable information at such a low price.
But if you put this off, what will change? Don’t wait! You can get started today!
Join Now & Create The Financial Planning Business you KNOW you Deserve!
Join FAA Now!Meet MaKenna, who hit her goal of 1 star pathfinder and transformed her way of thinking about money!
Hear From Folks Who Went All In
Paige
When I started working with Scottie I had no idea what to expect, I just loved his energy and knew I needed support. In just 2 months of working with him, I launched a business I had been dreaming about!
He helped me address my limiting beliefs around money and gave me the tools to strengthen my mindset. My wife and I started prioritizing what was ultimately important to us and in return we are working with better clients and have increased our overall revenue while lowering unnecessary expenses!
So much has been accomplished in just 6 months and I am excited for what’s to come working with Scottie! 😊
Katherine
Other coaches don’t have the same clarity and focus that Scottie does. Scottie balances an energy shift approach with real life. In a short time, I have transformed my idea about what it means to be “successful” and have never felt more optimistic about the future. I can’t wait to see what comes next!
Lauren
Scottie has been a game changer for my overall mindset around money, growth and success. He has helped me think abundantly, rearrange and blow up (in the best and most productive sense!) things in my life that are no longer serving me, and forced to me face some limiting beliefs that I had no idea were blocking my pathway to more happiness in life.
I am having my best year ever in my practice making more money than ever and I attest that to the work I’ve been doing with Scottie!
Scott
In my brief time working with Scottie I have seen tremendous growth, not just in my business, but in my personal life. He challenges me in the ways that I need and was looking for, but more than that, is that I feel like I have permission and freedom to do more of the things I love and bring me joy in life.
I’ve also been able to carry these lessons into my personal life outside of business, and maintain my peace there.
Sydney
I’ve already experienced tremendous progress in both my business and mindset. Not only have I started feeling more comfortable consistently taking time for myself away from my business, I am FINALLY asking for quality prospects and seeing my income per potential client rise accordingly!