The 4 Step Process to Crush 2024 as an Advisor / Insurance Agent episode artwork

EPISODE · Jan 19, 2024 · 17 MIN

The 4 Step Process to Crush 2024 as an Advisor / Insurance Agent

from Success + Money + Mindset · host Scottie Taylor Jr

Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. ⁠ Click here to secure your spot ⁠ and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Okay, onto the Episode! 2024 is upon us. And I don't know about you, but I just FEEL the excitement of 2024. I just KNOW it's going to be another breakthrough year for Scottie Taylor Jr. And if you're feeling the same, I have an incredibly potent episode for you today! In the latest episode of the Success + Money + Mindset Podcast, I share The 4 Step Process to Crush 2024 (as an Advisor / Insurance Agent) Today's Episode: The 4-Step Process to Crush 2024 (for financial advisor / insurance agents) Ready for the 4-Step Process? Step 1: Get Clear - The Foundation of success starts with setting goals that resonate emotionally. First up, I guide you through a process of connecting with your goals on a deeper level, and then share the significance of having a clear goal with a strong emotional connection. Step 2: Focus on Activities, Not Outcomes - Next, I walk you through a game-changing perspective on achieving goals by emphasizing activities instead of outcomes (hint: this is what 99% of management missses when they teach new advisors). In the episode you'll discover why concentrating on controllable, repetitive activities is the key to success. Step 3: 90-Day Focus Challenge - The third step is to set up your next 90 day activities, and in here, you'll discover how committing to a 90-day challenge can create a positive shift in your approach to achieving long-term goals. Step 4: Weekly Progress Review - Last but not least, I walk you through a practical and actionable approach to reviewing your weekly progress! You're not going to want to miss this episode! 🌈 Connect with Scottie: Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠ 📝 Reflection Question: "What activities within your control can you consistently focus on to achieve your financial goals in 2024? How can mastering these activities lead to your breakthrough?" ✨ Support the Podcast: If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!  🔗 Listen to the Episode Now!

Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business while working TWO days a week and ONLY working with inbound leads (yes you read that right!). And I'm finally going to reveal to you exactly HOW I did that. Join me LIVE on January 30th for The Inbound Leads Masterclass where you'll discover the framework for how advisors & insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo consistently without working harder. Excited? I am. ⁠ Click here to secure your spot ⁠ and be sure to show up LIVE for additional bonuses that are NOT available unless you're live! Okay, onto the Episode! 2024 is upon us. And I don't know about you, but I just FEEL the excitement of 2024. I just KNOW it's going to be another breakthrough year for Scottie Taylor Jr. And if you're feeling the same, I have an incredibly potent episode for you today! In the latest episode of the Success + Money + Mindset Podcast, I share The 4 Step Process to Crush 2024 (as an Advisor / Insurance Agent) Today's Episode: The 4-Step Process to Crush 2024 (for financial advisor / insurance agents) Ready for the 4-Step Process? Step 1: Get Clear - The Foundation of success starts with setting goals that resonate emotionally. First up, I guide you through a process of connecting with your goals on a deeper level, and then share the significance of having a clear goal with a strong emotional connection. Step 2: Focus on Activities, Not Outcomes - Next, I walk you through a game-changing perspective on achieving goals by emphasizing activities instead of outcomes (hint: this is what 99% of management missses when they teach new advisors). In the episode you'll discover why concentrating on controllable, repetitive activities is the key to success. Step 3: 90-Day Focus Challenge - The third step is to set up your next 90 day activities, and in here, you'll discover how committing to a 90-day challenge can create a positive shift in your approach to achieving long-term goals. Step 4: Weekly Progress Review - Last but not least, I walk you through a practical and actionable approach to reviewing your weekly progress! You're not going to want to miss this episode! 🌈 Connect with Scottie: Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠ 📝 Reflection Question: "What activities within your control can you consistently focus on to achieve your financial goals in 2024? How can mastering these activities lead to your breakthrough?" ✨ Support the Podcast: If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!!  🔗 Listen to the Episode Now!

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The 4 Step Process to Crush 2024 as an Advisor / Insurance Agent

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How long is this episode of Success + Money + Mindset?

This episode is 17 minutes long.

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This episode was published on January 19, 2024.

What is this episode about?

Welcome back to another episode of the Success + Money + Mindset Podcast! Before we dig in... Have you heard about my newest free training: The Inbound Leads Masterclass? In 2021-2022, I did over $350k of revenue from my financial planning business...

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