Success + Money + Mindset

In this episode of the podcast, Scottie sits down with financial advisor and business builder Adam D. Koós, CFP®, CMT, CEPA to unpack the foundational mindset shifts that helped him scale to consistent five-figure months—and beyond.They dive deep into the emotional rollercoaster that comes with entrepreneurship, the importance of removing pressure from prospecting, and how Adam’s internal rewiring around “safety” and “certainty” unlocked massive business growth.You’ll hear how Adam went from chasing people for appointments to building a business that now attracts clients regularly, without the desperation and burnout. This conversation is rich with perspective for any financial advisor stuck in the feast-or-famine cycle and ready to grow with more intention, peace, and power.If you’re a financial advisor ready to grow your business with more ease, alignment, and predictability, then this is the kind of energy you need to surround yourself with.👉 Apply to work with Scottie or join The Financial Advisor Academy: https://www.scottietaylorjr.com/financial-advisor-academy🔗 Connect with Adam Koos:LinkedIn: https://www.linkedin.com/in/adamkoos/Website: https://www.libertaswealth.com/

“If you were doing so well, why did you quit?”After 6 years building a multiple 6 figure financial planning business, I fully sold my book in December 2023. Few people really know why, and so I’m finally pulling back the curtain. In my most recent episode, I break down: 🔹 My career journey—from working 80+ hours a week at PwC, to Ralph Lauren, to starting my first business, and finally my journey into financial planning 🔹 Why making multiple six-figures wasn’t enough to keep me in financial planning – and the REAL reason I quit 🔹 How (and why) I pivoted to coaching & consulting to create more money, more freedom, and less stress 🔹 My strategy for hitting multiple six-figure months in 2025If you’re feeling burnt out, stuck, or wondering what your future COULD hold, this episode is a must-listen.ps. I’m going live on Tuesday April 8th to teach The $30k Prospecting Playbook. If you’ve ever wondered how to ACTUALLY work less (2 days a week) and still do $300k+ of revenue, this is for you. Click here to save your seat. 

How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren’t maximizing tax strategies—and that’s where today's guest, Shauna A. Wekherlien, CPA (aka “The Tax Goddess”), comes in.Shauna is one of just 607 Certified Tax Strategists in the U.S., specializing in helping high-net-worth individuals and business owners legally minimize their tax burden. In this episode, I ask Shauna all about powerful tax-saving strategies, including how financial advisors can work with tax strategists, and what you need to know about the "Aggression Scale" when discussing tax plans with clients.What You'll Discover in This Episode: ✅ The key differences between CPAs, Tax Planning CPAs, and Tax Strategists (and why it matters). ✅ How to determine where your clients fall on the Aggression Scale for tax planning. ✅ Why tax planning isn’t ONLY for high-net-worth clients ✅ The biggest tax mistakes financial advisors (and their clients) make when it comes to taxes ✅ How to build relationships with top tax strategists to provide next-level service to your clientsConnect with Shauna: 💼 The Tax Goddess Website 📅 Book a ConsultationShare your biggest takeaway from this episode by DMing me on Instagram @thefinancialadvisoracademy or leaving a review!!

How do we (financial advisors) differentiate ourselves in an era of robo-advisors and automated investing? In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever. James shares his insights on: ✅ How to create a value proposition that goes beyond investment management. ✅ The psychological side of financial advising and why clients need more than just numbers. ✅ The power of niche marketing and how targeting a specific audience can skyrocket your success. ✅ His transition from a broker-dealer to an RIA—what he learned and why it was the right move. ✅ The best networking, branding, and referral strategies for growing your practice. If you’re looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you. Connect with James:💼 Learn more about James Alexander & Edge Financial Advisors https://edgefa.com/about/james-alexander/ 📞 Contact James directly: 224-623-2524 🎙 Listen to his podcast: Ed’s Edge https://edgefa.com/eds-edge/ Love this episode? Leave a review and let us know what your biggest takeaway was! And if you’re a financial advisor looking for strategies to grow your business, DM me on Instagram @thefinancialadvisoracademy—I’d love to hear from you

Ever feel like you’re just waiting for the other shoe to drop in your business? That nagging fear of being “found out” or not being enough?In this episode, I share my journey from living with constant imposter syndrome to becoming unfazable in the face of rejection, cancellations, or criticism.Learn the two transformative strategies I implemented to cultivate a mindset of neutrality and unshakable confidence in business. What You'll Learn in This Episode: The role of integrity in eliminating fear and self-doubt. Why over-communicating with clients builds trust and peace of mind. How to develop a deep belief in your ability to solve any problem. The power of neutrality and how to maintain it in high-pressure situations. Connect with Me:👉 Follow me on Instagram: @thefinancialadvisoracademy👉 DM me with your biggest challenges, and I might address them in an upcoming episode!If you're an advisor and want to scale to $25k - $50k/mo consistently, click here (https://scottietaylorjunior.com/training-sign-up-1) to access my free training

In this game-changing episode of the Success Money Mindset Podcast, I sat down with the incredible Thomas Blottenberger, a CFP® with 15 years in the trenches. We dove deep into: Why knowledge isn't enough (and what really drives action) Crushing the fear of asking for referrals The secret weapon of curiosity in client conversations How to challenge client beliefs (without being a jerk) Leveling up yourself AND your clients Check out our guest, Thomas, here: https://www.linkedin.com/in/thomasblottenberger/ Ready to 10x your business? Join my "Bulletproof Prospecting System" masterclass and learn how to fill your calendar with high-quality leads. Sign up now: https://event.webinarjam.com/register/24/91899tgx

Ever feel like you're on a ROLLER COASTER in your business? One month production is great. The next two months, it's NOT so great. Money is inconsistent, leads are inconsistent, and emotions are up and down. If you've ever felt this, you're not alone. Check out this episode of the Success + Money + Mindset Podcast to explore how you can JUMP OFF the emotional and financial ROLLER COASTER. Key Takeaways from the episode: Identify if you're on the financial and emotional rollercoaster in your business Focus on revenue-generating activities like prospecting and lead generation to stabilize your income Adopt a belief system that values your worth independently of your production numbers Create a prospecting system to consistently bring in new leads Ready to implement a prospecting SYSTEM in your business? Check out our free training to learn how you can implement proven strategies to create consistent revenue and emotional stability in your business. https://www.scottietaylorjr.com/training-sign-up Enjoy! Scottie

Have you ever walked a client through your prospecting language, felt SOO good, got really motivated to get referrals --then suddenly you're hit with the “let me think about it!”? While it's SUPER common, it's also insanely frustrating -- becasue it can completely derail the prospecting process. In this episode, I share my proven approach to handle this objection confidently and effectively—without coming across as pushy or salesy. 🎧 Listen now to learn how to build trust and make referrals a seamless part of your process. 👉 Ready to level up? Don’t miss the Bulletproof Prospecting System Masterclass, where I give you proven strategies to scale to $25K+ months. Click here to register for the FREE training!

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I share a way that you can close more business -- WITHOUT feeling salesy or slimey. This one tactic, "Closing The Energetic Loop" has the ability to impact your business in MULTIPLE ways -- and when you adopt this tactic, you will start to experience MASSIVE shifts in the way you do business. I can't WAIT for you to explore this for yourself. Want to explore working with team STJ? Click the link beow to fill out a short (5 question) assessment, and then you'll be able to book a call with our team. Please note that this is NOT a sales call. This is our opportunity to learn more about you and see if you're a fit to go further. If you’re not a fit for 1:1 mentorship, we will recommend other options! 👇👇👇 https://www.scottietaylorjr.com/assessments/2147577661

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I wanted to go DEEP into the importance of building your SKILLSET -- and not trying to take a "short cut" by investing in a marketing agency, buying leads, paying someone to put meetings on your calnedar, etc. etc. The reality is -- when you are an advisor, YOU are the product. YOU are the service. Hiring anyone else to prospect for you DOES NOT WORK. Want to explore working with team STJ? Click the link beow to fill out a short (5 question) assessment, and then you'll be able to book a call with our team. Please note that this is NOT a sales call. This is our opportunity to learn more about you and see if you're a fit to go further. If you’re not a fit for 1:1 mentorship, we will recommend other options! 👇👇👇 https://www.scottietaylorjr.com/assessments/2147577661

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I wanted to share a conversation I had with a student of mine -- we were talking about networking, selling, and helping people move to action. He mentioned something to me that I thought was REALLY impactful. Check out the video to learn what he said. p.s. Most advisors think hitting $25k/mo is hard. But scaling your business to that elusive $25,000 per month mark is actually NOT as hard as you might think. There's actually a process to get there. Click here to grab my exact roadmap to $25k/mo CONSISTENTLY -- https://www.scottietaylorjr.com/prospecting-system-live

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm sharing my FAVORITE motto -- ABT -- Always Be Testing -- which is SUCH an incredible motto to clear disappointment, frustration, and to ALSO see results in your business FASTER than ever. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm sharing what you need to do to become RELENTLESSLY Intentional about getting referrals & leads. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live

Welcome BACK to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! Today, we're exploring the concept of REPLACE, DON'T CHASE. This is something I learned from a mentor of mine (a MULTI-million dollar onlien coach) -- and it's something that -- when you adopt it -- you will find yoruself LESS stressed, LESS anxious, and LESS REPELLANT. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live

Ready to adopt the mindset of a million dollar advisor? Join me and Jason in ⁠THE MILLION DOLLAR ADVISOR MINDSET⁠ Masterclass. In 2 hours, you'll discover Scottie's 7-Step Process to Eliminating Limiting Beliefs (these are crucial if you want to work less, get more leads/referrals, run your business with more confidence, and FEEL better) PLUS, Jason will walk you through the FIVE PILLARS OF A MILLIONARE ADVISOR MINDSET. Jason has coached MULTIPLE million dollar producers, and he'll provide you the psychology based tools to actually step INTO the million dollar advisor. Click here: https://www.scottietaylorjr.com/offers/K7dYQkLz/checkout

Ready to adopt the mindset of a million dollar advisor? Join me and Jason in THE MILLION DOLLAR ADVISOR MINDSET Masterclass. In 2 hours, you'll discover Scottie's 7-Step Process to Eliminating Limiting Beliefs (these are crucial if you want to work less, get more leads/referrals, run your business with more confidence, and FEEL better) PLUS, Jason will walk you through the FIVE PILLARS OF A MILLIONARE ADVISOR MINDSET. Jason has coached MULTIPLE million dollar producers, and he'll provide you the psychology based tools to actually step INTO the million dollar advisor. Click here: https://www.scottietaylorjr.com/offers/K7dYQkLz/checkout

Welcome to the NUMBER ONE channel for Financial Advisor / Insurance Agents to MASTER Prospecting, Get More Leads, and Scale Your Business to $25k+/mo! In today's video, I'm going over how you can EMBODY the next level (2.0) version of yourself --- and grow your business to $15k, $20k, $25k, or BEYOND. No matter your goal, you MUST learn how to STEP INTO the next level version of yourself if you want to accomplish things you've never done before. I LOVE learning from mentors that have been there before. It's incredible when you get to short-cut your success by learning the mistakes from others. If you want to short-cut your success (even FASTER than me), then click here: https://www.scottietaylorjr.com/prospecting-system-live

You know the saying: "what would you do if you knew you couldn't fail?" I always loved that saying. But... fear is real. And so is imposter syndrome. And so are limiting beliefs. Clearing these beliefs and installing a new mindset can actually help you become happier -- AND help you make more money as an advisor.

Do you sometimes look at other advisors and think "what the heck goes on in their brain to make them so confident, so sure of themselves, and SO successful?" -- I asked my business coach, Jason Hartanov, what mindset top adviors all have in common.  This is what he told me

Check out the Video on YouTube! https://youtu.be/UGwHTwoN00w INTRODUCING... FA Mindset Mastery - The Confidence Building Masterclass. Eliminate imposter syndrome, bust limiting beliefs that are holding you back, clear any money blocks, and adopt the mindset of the $300k+/year advisor. Here’s a truth that kinda sucks to hear, but is also really empowering to hear: YOU are the only person holding yourself back from success. But... how do we find the solution inside of ourselves? Welcome to FA MINDSET MASTERY. FA MINDSET MASTERY is about shifting into a new version of yourself. A more confident version. A version that’s clear on the value you provide — and owns it. In 2 hours, you'll discover the simple yet effective method to becoming more confident and more empowered -- leading to more sales, more referrals, and more JOY. Ready for a mindset upgrade? ⁠Click here to learn more & join FA Mindset Mastery

Welcome back to the STJ Success + Money + Mindset Podcast! In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business. First, he highlights the two segments of a financial advisor’s business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK. Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system: 1. Creating a rinse and repeat process for asking referrals in meetings 2. Utilizing LinkedIn for direct message outreach campaigns 3. Implementing a method to train clients to send inbound referrals (The "No Ask" Method) 4. Dedicated prospecting meetings (“DPM”) 5. Getting referrals through LinkedIn 6. Email marketing Want to dig deeper & scale to $25k/mo? Check out my FREE Training for Financial Advisors: https://www.scottietaylorjr.com/prospecting-system

RICH & RELAXED, my private podcast program, is currently on SALE for $250 off -- making the program only $47!!!! R&R is a podcast program designed to... 🤯🔥 heal your relationship with money 🤯🔥 rewire your unconscious money beliefs 🤯🔥 feel good clearing debt, building savings, and growing your wealth, and 🤯🔥 completely let go of any stress & anxiety around finances Rich & Relaxed is on a MASSIVE sale ($250 savings) until Friday 8/2 at 11:59pm EST. ⁠Click here to access RICH & RELAXED for only $47 ($250 savings)!⁠ Because the program will be delivered in audio format, you can listen to it all the time and allow ME to rewire your beliefs FOR YOU The vibe? I’ll do the heavy lifting and re-frame your relationship with money for you. 💸💸💸 If you’re craving a healthy, abundant relationship with money – and more money – you’re going to want to tune into this. The program is on sale until FRIDAY 8/2 at 11:59pm EST. Can't wait to see you inside :)

Introducing.... RICH & RELAXED. A podcast program to... 🤯🔥 heal your relationship with money 🤯🔥 rewire your unconscious money beliefs 🤯🔥 feel good clearing debt, building savings, and growing your wealth, and 🤯🔥 completely let go of any stress & anxiety around finances As I mentioned on today's podcast, I've put Rich & Relaxed on a MASSIVE sale ($250 savings). You can access the private podcast channel for ONLY $47 Click here to access RICH & RELAXED for only $47 ($250 savings)! Because the program will be delivered in audio format, you can listen to it all the time and allow ME to rewire your beliefs FOR YOU The vibe? I’ll do the heavy lifting and re-frame your relationship with money for you. 💸💸💸 If you’re craving a healthy, abundant relationship with money – and more money – you’re going to want to tune into this. The program is on sale until FRIDAY 8/2 at 11:59pm EST. Can't wait to see you inside :)

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ & be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system *** Three Pillars of Dave's Coaching: Dave's Coaching Focus: Money: Understanding how to earn, keep, and multiply money by addressing common misconceptions and beliefs. Mindset: Helping clients understand the true nature of the mind and the impact of mindset on achieving results. Manifestation: Teaching clients how to manifest their goals by aligning thoughts and actions with universal laws and principles. Here are a few of the MANY things we discussed: The importance of setting clear, ambitious goals. Distinguishing between intellectual understanding and true awareness of belief systems. The role of mindset in achieving financial success. Nature's principle of multiplication vs. addition for growth. 🔗 Connect with Dave! https://www.instagram.com/conwayconsulting/ 🚀 Support the Podcast! I would LOVE if you wrote a review & took a screenshot / shared on your IG and tagged @thefinancialadvisoracademy

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click here to register​⁠⁠ & be sure to block off the time in your calendar!! ***** Welcome to the Success + Money + Mindset Podcast! Today, I interviewed Hailey Rowe and got a TON of her expertise on closing more sales, building confidence, and how to navigate challenging conversations! 🚀 Episode Highlights: The Business Equation to Double Sales and Confidence: Discover the simplicity behind Haley's business equation for doubling sales and confidence. By focusing on the number of offers made and understanding the reasons behind rejection, entrepreneurs can unlock the key to accelerated growth. Hailey emphasizes the importance of nurturing relationships, offering valuable pre-offers, and reframing sales as an invitation rather than a transaction. Navigating Rejection with Curiosity: Explore Hailey's approach to handling rejection with curiosity and empathy. Instead of viewing "no" as a final verdict, entrepreneurs are encouraged to delve deeper into the underlying concerns of potential clients. Hailey provides practical strategies for tactfully uncovering objections and addressing them with sincerity and understanding. Shifting the Sales Paradigm: Challenge traditional perceptions of sales by reframing it as a collaborative partnership aimed at finding solutions. Hailey encourages entrepreneurs to adopt a mindset of curiosity, detachment from outcomes, and genuine concern for clients' needs. By embracing sales as a form of coaching and assistance, entrepreneurs can cultivate confidence and authenticity in their interactions. 🌟 Key Takeaways: Simplify the sales process by focusing on the number of offers made and understanding rejection. Approach rejection with curiosity and empathy, seeking to uncover underlying concerns and objections. Reframe sales as a collaborative partnership aimed at finding solutions and addressing clients' needs. Implement tactical strategies for soliciting feedback from potential clients and maintaining emotional resilience in the face of rejection. 🔗 Connect with Haley: Free Superhero Sales Journal: https://haileyrowe.kartra.com/page/salesjournal Free Marketing Hub Community for Networking & Business Growth Tips: https://www.Facebook.com/groups/themarketinghubgroup  Health Coach Nation Podcast: https://podcasters.spotify.com/pod/show/health-coach-nation Instagram: Https://www.instagram.com/hailey_rowe 🤔 Reflection Question: "How can I approach rejection with curiosity and empathy, seeking to uncover valuable insights to refine my offerings and enhance my sales confidence?"

If you’re a Financial Advisor / Insurance Agent & want to scale your business to $25,000 months this year… ➡️ I'm hosting a FREE Training where I'll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠​Click here to register​⁠ & be sure to block off the time in your calendar!! ***** Ok my friends, let's talk about being an introvert and still building a successful practice. When I first started my career as an advisor, I did it ALL. Everything I was "supposed to do." 🙅 going to networking events & trying to get business cards 🙅 blasting messages on Facebook to old friends / colleagues 🙅 cold calling chamber of commerce people 🙅 hitting up my alma matter on LinkedIn 🙅 telling myself “okay, you gotta ask for referrals in every meeting this week!” … etc. etc. You name it, I did it. And, I saw results. I mean, you throw enough spaghetti at the wall, something usually sticks. But, I was miserable. Like, really, really burnt out. Maybe you're here with me (burnt TF out) or maybe you're just kinda tired of the rat race of go go go every damn day. And I learned -- for me -- that I was so burnt out because I was doing so many activities that were sapping my energy every day. Understanding myself deeper, I started to better understand my own energy levels, what depletes me & what fills me with energy -- and THIS my friends is the key to building a successful practice. So, here are some high level recommendations based on your energy: If you're an extrovert, these prospecting strategies will work Going to networking events Asking for referrals in every meeting Cold calling Social prospecting / social observation Partnerships with CPAs Keeping 20-30 meetings each week If you're an introvert, OR someone who wants to simply work less OR you just have less energy than other people, these are the strategies that work: Using technology to get referrals instead of sheer willpower of “ask in every meeting” Creating automations to get leads on repeat Having 1 day off per week to recharge Not feeling like you’re BOTHERING people when asking for referrals but instead getting people to refer you INBOUND leads Creating an Automated Linkedin Campaign Email Marketing Nesting at Companies DPM (dedicated prospecting meetings) Ready to dig deeper? Listen to the full episode: The Introvert's Guide to a Successful Financial Planning Practice and once you check this out, let me know on IG ​@thefinancialadvisoracademy​ what you think!

If you’re a financial advisor / insurance agent and you want more leads, more money, and to hit $15,000 - $25,000+ per month consistently, this is for you. I'm hosting a FREE TRAINING called The Inbound Leads Masterclass  In the Masterclass I’ll be sharing the exact framework to getting inbound leads, booking your calendar FULL, and hitting $25k/mo consistently. (this is the HOW behind my systems). If you want $15k+/mo without working MORE, you don’t want to miss this.  ⁠Click here to register⁠ for the training & be sure to add it to your calendar ASAP  **** As y'all likely know, I really enjoy working. BUT I also really, really enjoy NOT working. I love setting up systems to make my business run without me. And lately, I've been really falling back in love with myself, my life, building up hobbies (post breakup life I'm being really intentional about loving myself & doing things that fill my cup). And during the week when I would "normally" be working, I've been reading by the pool, working out, taking my doggie Cashew for a walk, having a green juice at a coffee shop, spending time with my bestie Ashley... But.... Here's what I've noticed (and I'm curious if this will ring true for you, too) When I'm unclear or "foggy" around HOW to bring in consistent revenue into my business... the hobbies, the time off, the spontaneous walks in the middle of the day -- they feel like GUILT, not like FREEDOM. Over the past 7+ years, I've noticed something SHOCKING. Lack of clarity creates anxiety. Fortunately, the opposite is also true. More clarity = less anxiety (and more money, more consistency, and more FREEDOM). As advisors / business owners, I think that a lot of us crave freedom. But, when you don't know the "how" on creating recurring, consistent income -- the freedom feels fleeting, or stressful, or guilty. (have you ever taken a vacation / maternity leave / a long weekend -- and kept thinking over and over and over about work?) A few weeks ago, I was feeling really stressed about money (yes, even I sometimes feel anxious around money)! And here's what I've observed in myself (as well as the advisors I coach) -- 95% of the time, when I'm stressed about money, it's because I'm looking at the OUTCOME (# of closes on the calendar, our open inventory, submitting premium, people saying yes...) and NOT focusing on the ACTIVITIES (dialing, getting referrals, showing up daily to do your "revenue generating activities"). And THAT is why this topic is so important. So -- let's talk about how I structure my day (p.s. these are not recommendations, I'm sharing so you can see what feels right and adopt if you'd like!)  First thing I try NOT to check my phone (it's hard some days). I don't want my brain to start by relying on social media for dopamine.  I walk Cashew for about 30-45 minutes and listen to a YouTube (usually Abraham Hicks, Oprah, or Andrew Huberman)  I then sit and work on my HIGHEST value activities. My curent daily activities are: Other things I do that keep my brain in OPTIMAL performance include:  I don't consume any social media content until I've created mine (creation > consumtpion)  I put my phone on do not disturb so I'm not distracted during my daily activities  I don't check emails until later in the day  I have SYSTEMS for getting leads & referrals (more on that below) -- so I am not "stressed" about leads or new meetings MOST IMPORTANTLY -- I focus on all the above BEFORE answering client questions / reading emails / checking texts. This keeps me OUT of "reactive" mode, and keeps me in creation / focus mode.

In 2019 I started using a prospecting tool that -- to this DAY -- still brings in 3+ meetings a WEEK. Curious what that tool is? LINKEDIN. When I cracked the LinkedIn code, it was like I struck GOLD. If you want to learn more about my LinkedIn Campaign strategy, I'm hosting a FREE Training called - The Inbound Leads Masterclass -- and in it, I'll be sharing two of the most FOUNDATIONAL things you need to be successful on LinkedIn (and book 3-5 more meetings per WEEK). ​Click here to Register for the FREE Training​ This is for you if you are already seeing success but want MORE meetings (and more money). This is for you if you want to break into a new ideal, target market. This is for you if you don't have enough meetings and want to learn a system that's PROVEN to get people on your calendar. You really don't want to miss this. ​Click here to Register for the FREE Training **** Here's how you can get in touch with Abbe Large! ⁠https://www.lenoxadvisors.com/⁠ Email Abbe: [email protected]

If you want to learn more about my LinkedIn Campaign strategy, I'm hosting a FREE Training next Tuesday called - The Inbound Leads Masterclass (Tuesday 3/26 at 11am EST) -- and in it, I'll be sharing two of the most FOUNDATIONAL things you need to be successful on LinkedIn (and book 3-5 more meetings per WEEK). ​Click here to Register for the FREE Training​  This is for you if you are already seeing success but want MORE meetings (and more money).  This is for you if you want to break into a new ideal, target market.  This is for you if you don't have enough meetings and want to learn a system that's PROVEN to get people on your calendar. And during the Masterclass, I'll be sharing a brand new offer for a select group of advisors that want the step-by-step guide to maximizing LinkedIn & booking 3-5 meetings per WEEK through automations. You really don't want to miss this. ​Click here to Register for the FREE Training

Welcome BACK to the next episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast! In today’s episode, we are talking about STRESS.  But, specifically, how to manage stress, how I think about stress, and some actual tactics you can do to reduce your stress levels. This is a very relevant episode for me based on some things going on in my personal life — and I hope you enjoy it just as much as I enjoyed recording it. Let’s dig in! p.s. Do you want to grab my *exact* cold call & cold email templates to book more meetings, easier than ever? I’ve FINALLY released my *exact* “copy & paste” Cold Email & Cold Call Templates  — and they are going to BLOW your mind. Ready? Click here to learn more 👇👇👇 https://www.scottietaylorjr.com/cold

Hello my money making friends! I’m so happy to have you BACK on another episode of the Scottie Taylor Jr, Success + Money + Mindset Podcast! In today’s episode, I can’t wait to share with you my journey from 2021 to 2023 as a digital CEO & entrepreneur!  I ran my cash collected numbers for each year just for my own review — and what I discovered SHOCKED me. In the episode I share all these numbers (exactly how much cash I’ve made in my online programs) as well as the TWO things I did differently in 2023 to lead to such explosive growth. I can’t wait for you to check this out!! Scottie P.s. If you’re a Financial Advisor / Insurance Agent, 2+ years in business, and have already hit at LEAST $10k in a month — and want to grow to $15k-$20k/mo consistently… Email me at [email protected] the word SYSTEM and let’s chat. I’ve opened up a VERY limited number of 1:1 coaching spots & would love to see if you’re a good fit.

Do you want to start getting INBOUND LEADS in your business? If you’re a financial advisor / insurance agent and you want inbound leads in your business, this is for you. If you FREE TRAINING… 💸 The Inbound Leads Masterclass 💸 In the Masterclass I’ll be sharing the EXACT FUNNELS I used as a Financial Advisor to get more leads & referrals. This might just be the MOST IMPORTANT training you ever attend. Click here to register (it's FREE!) and be sure to show up LIVE to get ALL your prospecting questions answered by me! If you want a sustainable business, this is a non-negotiable. See you there!

Do you want to start getting INBOUND LEADS in your business? If you’re a financial advisor / insurance agent and you want inbound leads in your business, this is for you. If you FREE TRAINING… 💸 The Inbound Leads Masterclass 💸 In the Masterclass I’ll be sharing the EXACT FUNNELS I used as a Financial Advisor to get more leads & referrals. This might just be the MOST IMPORTANT training you ever attend. Click here to register (it's FREE!) and be sure to show up LIVE to get ALL your prospecting questions answered by me! If you want a sustainable business, this is a non-negotiable. See you there!

Welcome back to another episode of the Success + Money + Mindset Podcast! Have you registered for my 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 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!! Okay, onto the Episode! Today's episode was born from a conversation I had with my bestie (Ashley) about the desire to work less, but the feeling / resistance that kept coming up when I actually TRIED to work less. This one is pretty vulnerable, so I'm excited to hear what you think! 🔗 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? (if you want inbound leads, click here to register NOW) 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: The Doubling Challenge: Inside the episode I walk you through a powerfule exercise I use with my coaching clients to determine where their businesses are stuck, and then break that down into tangible actions and insights. Identifying Opportunity Areas: Uncover the critical differences between successful & mediocre advisors -- and if you don't want to be mediocre, this is for you. Efficiency Overload: In the Episode I also dive into scenarios where excessive workload or inefficiencies completely BLOCK your ability to double your income. Together we'll dig into prospecting, meetings, case prep, underwriting, and more to pinpoint potential bottlenecks. 🌈 Connect with Scottie: Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠ 📝 Reflection Question: "What guiding word will shape your 2024? Is it surrender, mastery, or another word that aligns with your aspirations?" ✨ Support the Podcast: If you found this helpful, I'd LOVE for you to take 30 seconds and leave a review!! 

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! Onto the Episode! 🚀 Episode Highlights: How I think about prospecting strategies & determine what is / isn't a good option 5 Propsecting Strategies I do NOT recommend (and why!) Prospecting strategies I DO recommend (and why!) 🌈 Connect with Scottie: Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠ 📝 🤔 Reflection Question: "How can you refine your prospecting strategies to align with your long-term business goals? What proven methods resonate with your vision for 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!

Welcome back to another episode of the Success + Money + Mindset Podcast! Do you want to start showing up as the 2.0 version of yourself? In your business, friendships, relationships, and life in general? If so, you're going to want to check out today's episode, Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems & processes! 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! In this episode, I share quick but impactful insights on how to step into the 2.0 version of yourself by assessing your energy and creating a streamlined business! 🚀 Episode Highlights: Discover a process I use with my 1:1 VIP clients to assess your energy and how to use this assessment to launch your business forward into the new year. Learn the Power of Energetic and Emotional Check-Ins and discovery my personal practice of how "check in with myself" Discover the role of systems in my business success (hint: they are KEY) as well as automation and delegation. 🌟 Key Takeaways: Assess your energy post-breaks to gain insights into what aligns with your well-being. Implement systems and automation to streamline business operations and work more efficiently. Embrace the mindset of a 2.0 business owner by identifying areas for improvement and delegation. Prioritize feeling good in your business practices, fostering less stress and more peace. 🌈 Connect with Scottie: Instagram: ⁠⁠@thefinancialadvisoracademy⁠⁠ 📝 Reflection Question: "What guiding word will shape your 2024? Is it surrender, mastery, or another word that aligns with your aspirations?" ✨ 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? If you want inbound leads, ⁠click here to register NOW!⁠ In the training 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. ⁠⁠Click here to secure your spot!

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: What's your Word of the Year? Every year I have a tradition of setting a "word of the year" -- the reason being that a singular word helps me step into who I want to BE, not just "what I want to do" In the episode I share my 2023 word (Regulate) and the incredible impact that word had on my last year THEN, I share my 2024 Word (hint, I actually have TWO) and discuss the why behind the words -- especially in light of my goal of $1.2m for 2024!! At the end, I offer some questions you can ask yourself as you think about your word for 2024 -- and how to figure it out if you're feeling a bit stuck 🌈 Connect with Scottie: Instagram: ⁠@thefinancialadvisoracademy⁠ 📝 Reflection Question: "What guiding word will shape your 2024? Is it surrender, mastery, or another word that aligns with your aspirations?" ✨ 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!

NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook." 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼 ⁠⁠⁠Click here to grab the workbook Connect with Spencer! Learn more about the Mindful Advisor Retreat: Mindful Advisor RetreatIf you want to connect with Spencer personally: [email protected] If you want to grow your wealth & explore your relationship with money, go to www.Spencer-Sherman.com/free for free resources. Interview Summary  • Mindfulness, emotional intelligence, and financial advising.  • Money mindset and emotional intelligence in the financial industry. 4:36  • Money psychology and financial planning with successful advisor. 9:46  • The psychology of money and decision-making. 13:50  • Creating a safe space for clients to share their financial concerns. 18:10  • Personal growth and financial planning for advisors. 26:30  • Mindfulness and emotional intelligence in financial advising. 30:48  • Prioritizing life fulfillment and financial success. 38:01  • Scaling a financial advisor business through networking, goal-setting, and personal growth. 40:20  • Scaling a business and personal growth through networking and self-awareness. 45:07  • The importance of saying no in the financial advisory profession. 50:21  • Saying no to clients for maximum success. 52:36  This podcast is for informational purposes only. The opinions expressed are not the opinions of Abacus Wealth Partners, the firm that Spencer founded. Should you wish to connect with a financial advisor, we welcome you to schedule a free introductory 15 minute phone call. Once your financial needs are understood, we would be happy to help you find the best fit.

NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook." 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼 ⁠⁠Click here to grab the workbook Okay, onto the episode! Join Scottie for today's transformative episode that reveals the critical choice between focusing on making sales and building a Sales Machine. Gain insights into how this distinction can reshape your financial advising business. 🚀 Episode Highlights: Walking Epiphany: Discover how a routine walk with dogs led to a profound realization about the difference between sales-focused and machine-focused business strategies. Sales vs. Machine: Explore the concept of making individual sales versus building a system that consistently generates revenue—a true Sales Machine. Freelancer Mindset: Understand the freelancer mindset of hustling for the next client and compare it to the mindset of a business owner who strategically operates a revenue machine. The Power of Planning: Uncover the importance of planning and having a system in place to ensure consistent leads, referrals, and sales. 🌈 Connect with Scottie: Instagram (@thefinancialadvisoracademy) The Financial Advisor Academy (DM for questions and topic suggestions) 📝 Reflection Question: "Am I focused on making individual sales, or am I committed to building a sustainable revenue machine for long-term success?" ✨ Support the Podcast: Listen on Apple Podcasts Listen on Spotify Leave a review and share your thoughts on Instagram @scottie. 🔗 Listen to the Episode Now Note: Transform your business mindset and explore the power of building a revenue machine. Tune in now for actionable insights! 🚀

NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook." 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼 ⁠Click here to grab the workbook Join Scottie Taylor Jr. in this transformative episode inspired by a real conversation with a financial advisor aiming to double her production. Uncover the staffing, strategy, and mindset upgrades that can lead to a substantial increase in your income within a year. 🚀 Episode Highlights: Inspiration from Real Conversations: Learn from a financial advisor's goal to double production from $130,000 to $250,000 in 2024. The Staffing Dilemma: Understand the importance of hiring staff and the key role strategic planning plays in revenue generation. Avoiding the Busy Work Trap: Discover the common mistake advisors make after hiring staff and how to stay focused on productivity and profitability. Zone of Genius and Revenue Generation: Align your tasks with revenue generation, ensuring each move contributes to business growth. 🌈 Connect with Scottie: Instagram (@thefinancialadvisoracademy) The Financial Advisor Academy (DM for questions and topic suggestions) 📝 Journal Prompt: "How can I strategically use my time to contribute to revenue growth in my financial advising business?" ✨ Support the Podcast: Listen on Apple Podcasts Listen on Spotify Leave a review and share your thoughts on Instagram @scottie. 🔗 Listen to the Episode Now Note: This episode offers actionable insights that can transform your financial advising career. Tune in and take the first step toward doubling your income! 🚀

NEW WORKBOOK! Get 5 A+ Tee'd Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new "5 Tee’d up A+ Referrals in 5 Days Workbook." 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don't miss this opportunity to take your business to the next level – download the workbook now and start working with your dream clients! 💼 Click here to grab the workbook Okay, onto the show! 🎙️ Introduction: Welcome back to another insightful episode of Success + Money + Mindset with Scottie Taylor Jr! In today's epi, Scottie shares a personal revelation from the FAA VIP Mastermind. Join us as we delve into the journey of breaking free from business bottlenecks and finding alignment in the pursuit of success. 🚀 Episode Highlights: Scottie's Launch Journey: Scottie kicks off the episode by narrating his recent Academy launch experience, aiming for a $50,000 revenue goal. He reflects on the shift from feeling empowered and aligned to waking up with a sense of overwhelm. Visualization and Manifestation: Discover the power of 10-minute meditations for manifesting goals. Scottie shares his visualization technique, emphasizing the importance of feeling the achievement in the present moment rather than a distant future. The Wake-Up Call: The realization hits hard – Scottie acknowledges being the bottleneck in his own business. He explores the conflict between commitment to service and the pursuit of freedom, shedding light on the need for balance. Systematizing for Success: Unpack the concept of systematizing tasks for business growth. Scottie stresses the importance of streamlining processes to allow for more efficiency and freedom in the pursuit of higher income. 🤔 Key Takeaway: "I have to let the f**k go in order to make more money. I'm doing too much myself." 🌟 Reflective Questions: Where are you the bottleneck in your business? How can you systematize tasks for more efficiency? Balancing commitment and the pursuit of freedom. 🌈 Connect with Scottie: Instagram (@thefinancialadvisoracademy) The Financial Advisor Academy (DM for questions and topic suggestions) 📝 Journal Prompt: "How can I find pleasure in the process while breaking free from bottlenecks?" ✨ Support the Podcast: Listen on Apple Podcasts Listen on Spotify Leave a review and share your thoughts on Instagram @scottie. 🚀 Your journey to breaking free from business bottlenecks starts now! To your success and growth! Note: This episode contains valuable insights from the FAA VIP Mastermind. Tune in and elevate your success, money, and mindset game! 🌟

Welcome back to another Episode of the Scottie Taylor Jr Podcast! Embark on a transformative journey as Scottie shares a recent experience that turned resistance into a profound lesson. Discover the keys to recognizing internal resistance, distinguishing burnout from intuition, and stepping into the energy of your higher self. 🌟 Episode Highlights: Navigating a day of overwhelming tasks. Distinguishing between burnout and intuition. Shifting from Scottie 1.0 to Scottie 2.0 energy. The powerful question: "What am I not learning?" 🤔 Reflective Questions: Where is there resistance in your life? Is it burnout or an intuitive message? What lesson are you avoiding learning? 📝 Journal Prompt: "What am I not learning that I need to learn?" 🌈 Connect with Scottie: Instagram (@thefinancialadvisoracademy) The Financial Advisor Academy (DM for questions and topic suggestions) ✨ Support the Podcast: Leave a review on iTunes or Spotify. Share your thoughts on Instagram @scottie. Thank you for being a part of the journey! 🚀

Welcome back to another episode my friends! This episode is one of my most vulnerable, because I'm sharing my story -- and holding back nothing. A lot of times social media just shows you the highlight reel. But the struggles we go through are universal (EVERYONE has their moments) -- and those struggles are what often help build the most character, resiliance, and desire for change. I also wanted to record this episode because I'm a very optimistic person, and sometimes my optimisim creates "selective amnesia" for myself LOL. Meaning, I go through tough times then basically just "move on" because hyper-fixating on my struggles doesn't allow for more growth. I really hope you enjoy this episode and are able to pick up some lessons from the thigns I went through!