How Financial Advisors are Hitting $25k/mo and $1 Million in new AUM/month Using The "No Ask" Referral System

< Without more cold calling, networking, or buying leads >

In this training you'll discover how financial advisor / insurance agents are able to get more leads and accomplish life-changing results like:

💸 hitting $25k months & $1m new AUM, consistently
💸 going from 10k to 40k months in less than 60 days  
💸 working one day less per week while still making more
💸 living with less anxiety, more flexibility and more freedom

Hey, I'm Scottie!

Scottie started at Northwestern Mutual in 2018 as a career changer. His first year he did P40, Second 60 and $170k of Production, making him the Top Under 5 Rep in his office. In his first calendar year, he hit Lives Leader Summit at $288k premium, 130 lives, and 80 new clients, making him the #2 advisor in the west and #7 in the nation.

In the awards year 2022, Scottie really worked to create massive efficiency in his practice and, as a result, was able to work only 2 days a week while still doing $350k of revenue.

Now Scottie is a consultant to advisors, helping them create front end and back end systems in their business so they can get inbound leads, leads on repeat, and make more money while working less.

Scottie is a CFA Charterholder, has his RICP, 63, and series 7.