FREE TRAINING FOR FINANCIAL ADVISORS & INSURANCE AGENTS
How to Scale to $25K+ Months and/or $1m new AUM/mo in your Financial Planning Business
THIS WILL BE A FORM!!
In just 15 minutes, you'll discover how financial advisor / insurance agents are able to get more leads
and accomplish life-changing results like:
đź’¸ hitting $25k months & $1m new AUM, consistently
đź’¸ going from 10k to 40k months in less than 60 days
đź’¸ working one day less per week while still making more
đź’¸ 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.
© 2025 Scottie Taylor Jr, LLC All Rights Reserved
DISCLAIMER: The Financial Advisor Academy is designed to provide educational content to help financial advisors enhance their prospecting skills. While we strive to offer valuable information, we make no representations or warranties regarding the completeness, accuracy, reliability, suitability, or availability of the course content. Your use of any information provided in this course is solely at your own risk. We are not liable for any losses or damages in connection with the use of our course materials.