FREE PROSPECTING WORKSHOP for Financial Advisor / Insurance Agents
THE PLAYBOOK I USED TO HIT $315,000
INSURANCE PREMIUM AND $5,000,000 NEW
AUM WHILE WORKING ONLY 2 DAYS A WEEK
Discover the BEST way to build a WILDLY
profitable Financial Planning / Insurance Business
The #1 FREE Workshop
This is the EXACT Prospecting System I Use To Get INBOUND LEADS and Referrals On REPEAT TO Scale My Financial Planning Business to $350,000/Year in Revenue
(Here's a preview of what you'll learn for FREE!)
I Know This Works Because I've Been There....
Scottie's Ratio's for 2019
(Worked 201 days and did $288k of Insurance Premium!)
Scottie's Ratio's for 2021
Worked 83 Days (2 Days/weeks) and wrote $315k of Insurance Premium
Meet Scottie
Hey guys, I'm Scottie.
In 2015, I quit my 6-fig corporate job, tried and struggled to be an entrepreneur, and finally became and advisor in 2018. In a few short years I had build up a book of business of 100s of clients, 10s of millions of AUM, and a multiple 6-figure business. After a while, I realized that my way of doing things was… different. And insanely effective.
Since then, I’ve helped other Financial Advisors & Insurance Agents (like you) get more leads, scale your business, and hit that dreamy, sexy $25k/mo mark and beyond without working more hours.
The cool thing? I was an advisor for SIX YEARS. So I know what it takes to be successful in this career.
My motto: #WorkLessMakeMore. By unlocking my own mindset, I went from $26k in 2016 (working 7 days/week) to $475k+ in 2022 (working 2-3 days per week AND having wayyy more fun).