EPISODE · Jan 15, 2024 · 20 MIN
Two things I did my FIRST YEAR to breakthrough to $288k Production
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! Onto the Episode! 🚀 Episode Highlights: Reflecting on My 2019 Breakthrough Year: I absolutely LOVE looking back and determining what I did in the past to see success. And I think this is particularly powerful because nowadays I have a lot more awareness and support than I did back then -- so to see the tools I used in 2019 is so interesting! The Unsustainability Lesson: In I had an amazing year. But it was entirely unsustainable. In fact, Jan/Feb/March of 2020 were some of the most challenging months ever. In the episode I share not only the successes, but also the challenges I faced running my business in that way in 2019. You'll also hear me emphasize the importance of balance and a long-term vision for a thriving business. Transitioning to System-Based Success: Explore how my current success is now rooted in SYSTEMS, staff management, and a refined vision for my business. The TWO Keys to My Success: (1) A Singular Focus on FactFinders and (2) Unshakable Belief Balancing Front End and Back End Activities: I also share insights into the delicate balance between front-end activities (aka factfinders and prospecting) and back-end activities (closing, case prep,e tc.). In the episode I share an all to common pitfall that advisors make in their first 2 years of business! 🌈 Connect with Scottie: Instagram: @thefinancialadvisoracademy 📝 Reflection Question: "What front-end activities can you prioritize to drive results in your business? How can belief in your goals transform your approach to success?" ✨ 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!
What this episode covers
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! Onto the Episode! 🚀 Episode Highlights: Reflecting on My 2019 Breakthrough Year: I absolutely LOVE looking back and determining what I did in the past to see success. And I think this is particularly powerful because nowadays I have a lot more awareness and support than I did back then -- so to see the tools I used in 2019 is so interesting! The Unsustainability Lesson: In I had an amazing year. But it was entirely unsustainable. In fact, Jan/Feb/March of 2020 were some of the most challenging months ever. In the episode I share not only the successes, but also the challenges I faced running my business in that way in 2019. You'll also hear me emphasize the importance of balance and a long-term vision for a thriving business. Transitioning to System-Based Success: Explore how my current success is now rooted in SYSTEMS, staff management, and a refined vision for my business. The TWO Keys to My Success: (1) A Singular Focus on FactFinders and (2) Unshakable Belief Balancing Front End and Back End Activities: I also share insights into the delicate balance between front-end activities (aka factfinders and prospecting) and back-end activities (closing, case prep,e tc.). In the episode I share an all to common pitfall that advisors make in their first 2 years of business! 🌈 Connect with Scottie: Instagram: @thefinancialadvisoracademy 📝 Reflection Question: "What front-end activities can you prioritize to drive results in your business? How can belief in your goals transform your approach to success?" ✨ 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!
NOW PLAYING
Two things I did my FIRST YEAR to breakthrough to $288k Production
No transcript for this episode yet
Similar Episodes
Feb 18, 2026 ·26m
Aug 12, 2025 ·26m
Jul 21, 2025 ·25m
Jul 15, 2025 ·58m
Jul 6, 2025 ·18m
Jun 29, 2025 ·36m