Scottie Taylor Jr

Success + Money + Mindset

Business EN ↓ 133 episodes

The Top Podcast for Financial Advisor / Insurance Agents! Discover proven tools, prospecting hacks, and expert business growth tips to get more leads, close more business, and scale your practice to $25,000 per month, CONSISTENTLY.After being at Northwestern Mutual for 6 years and growing my practice to $350,000 while only working 2 days a week, I'm here to give you the INSIDE SCOOP on the most up to date prospecting / lead generation strategies, how to achieve your breakthrough year, and how to make more money while WORKING LESS!

Author

Scottie Taylor Jr

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 30, 2025

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Episodes

The two MOST IMPORTANT things that led to my success <in my first year> as an advisor 20.05.2024

If you’re a Financial Advisor / Insurance Agent &amp; want to scale your business to $25,000 months this year… ➡️ I&#39;m hosting a FREE Training where I&#39;ll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ &amp; be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system

Money, Mindset & Manifestation with Dave Conway 16.05.2024

If you’re a Financial Advisor / Insurance Agent &amp; want to scale your business to $25,000 months this year… ➡️ I&#39;m hosting a FREE Training where I&#39;ll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click below to register​⁠⁠ &amp; be sure to block off the time in your calendar!! ⬇️ ⬇️ ⬇️ https://www.scottietaylorjr.com/prospecting-system *** Th...

The Business Equation to DOUBLE Your Sales and Confidence - Interview with Hailey Rowe! 08.05.2024

If you’re a Financial Advisor / Insurance Agent &amp; want to scale your business to $25,000 months this year… ➡️ I&#39;m hosting a FREE Training where I&#39;ll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠⁠​Click here to register​⁠⁠ &amp; be sure to block off the time in your calendar!! ***** Welcome to the Success + Money + Mindset Podcast! Today, I in...

The Introvert's Guide to a Successful Financial Planning Business 28.04.2024

If you’re a Financial Advisor / Insurance Agent &amp; want to scale your business to $25,000 months this year… ➡️ I&#39;m hosting a FREE Training where I&#39;ll be sharing the THREE Mistakes you may be making that are holding you BACK from $25,000. ⁠​Click here to register​⁠ &amp; be sure to block off the time in your calendar!! ***** Ok my friends, let&#39;s talk about being an introvert and stil...

{inside look} How I Structure my Day, My AM Routine, "Green Zone" Activities, and How to be Productive AND Take Time Off 15.04.2024

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&#39;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 syst...

Interview with Abbe Large, PART 2! How to grow your financial planning business with authenticity, commitment, and compassion 21.03.2024

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, i t was like I struck GOLD. If you want to learn more about my LinkedIn Campaign strategy, I&#39;m hosting a FREE Training called -  The Inbound Leads Masterclass -- and in it, I&#39;ll be sharing two of the most FOUNDATIONAL t...

How to grow your financial planning business with authenticity, commitment, and compassion: interview with Abbe Large! 19.03.2024

If you want to learn more about my LinkedIn Campaign strategy, I&#39;m hosting a FREE Training next Tuesday called -  The Inbound Leads Masterclass  (Tuesday 3/26 at 11am EST) -- and in it, I&#39;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...

When you're stressed, do this (and DON'T do this) 14.03.2024

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 m...

My Digital CEO journey from 2021 - 2023 (including all revenue #s) 12.03.2024

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 &amp; 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 num...

Not on track for your 2024 goals? Feeling frustrated? Here’s what you can do about it 11.02.2024

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 &amp; referrals. This might just be the MOST IMPORTANT training you ev...

The 5 minute hack to close more sales & get more referrals 09.02.2024

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 &amp; referrals. This might just be the MOST IMPORTANT training you ev...

Uncovering the belief "if I stop working, this will all fall apart." How the urge to "do more" can stem from scarcity 25.01.2024

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&#39;m finally going to reveal to you exactly HOW I did that. Join me LIVE f...

What area of your business is holding you back? Find out here! 22.01.2024

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!)....

The 4 Step Process to Crush 2024 as an Advisor / Insurance Agent 19.01.2024

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&#39;m finally going to reveal to you exactly HOW I...

5 Prospecting Strategies I do NOT Recommend (and why!) 17.01.2024

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&#39;m finally going to reveal to you exactly HOW I...

Two things I did my FIRST YEAR to breakthrough to $288k Production 15.01.2024

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&#39;m finally going to reveal to you exactly HOW I...

Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems & processes 12.01.2024

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&#39;re going to want to check out today&#39;s episode, Upgrading to the 2.0 CEO Version of Yourself: Your energy, systems &amp; processes! Before we dig in... Have you heard about my n...

The more NOs you get, the more successful you'll be 10.01.2024

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&#39;ll discover the framework for how advisors &amp; insurance agents are generating inbound leads, getting fully booked calendars, and hitting $25k/mo...

What's your word for 2024? Here's mine, and why it's such a powerful exercise 09.01.2024

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&#39;m finally going to reveal to you exactly HOW I...

Emotions & Money, Scaling Your Business, & Emotional Intelligence with Spencer Sherman 29.12.2023

NEW WORKBOOK! Get 5 A+ Tee&#39;d Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new &quot; 5 Tee’d up A+ Referrals in 5 Days Workbook .&quot; 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don&#39;t mi...

Are you focused on revenue? Or building a Revenue Machine? 22.12.2023

NEW WORKBOOK! Get 5 A+ Tee&#39;d Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new &quot; 5 Tee’d up A+ Referrals in 5 Days Workbook .&quot; 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don&#39;t mi...

Staffing, strategy, & mindset UPGRADES to DOUBLE your income in 1 year 19.12.2023

NEW WORKBOOK! Get 5 A+ Tee&#39;d Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new &quot; 5 Tee’d up A+ Referrals in 5 Days Workbook .&quot; 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don&#39;t mi...

Where are you the bottleneck in your business? [Clip from the FAA VIP Mastermind] 15.12.2023

NEW WORKBOOK! Get 5 A+ Tee&#39;d Up Referrals in 5 Days: Elevate your financial planning / insurance business by unlocking the secret to consistent A+ referrals with my brand new &quot; 5 Tee’d up A+ Referrals in 5 Days Workbook .&quot; 🚀 Learn the proven strategies to transform your referral game, ask for referrals effectively, and secure high-quality leads within just five days. 🌟 Don&#39;t mi...

What lesson do you need to learn that you're not learning? 13.12.2023

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. Distingu...

My story & struggles... and insights for when you face challenges 04.12.2023

Welcome back to another episode my friends! This episode is one of my most vulnerable, because I&#39;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 wa...

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