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.

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?”