Two things I did my FIRST YEAR to breakthrough to $288k Production episode artwork

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!

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!

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Two things I did my FIRST YEAR to breakthrough to $288k Production

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This episode is 20 minutes long.

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This episode was published on January 15, 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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