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 rewirin...

“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 journ...

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 burd...

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 i...

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 unshakab...

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...

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 Take...

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—withou...

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...

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 -...

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 vide...

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 th...

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...

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 stres...

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 O...

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...

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 i...

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 y...

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...

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 & Re...

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 a...

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