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 2025
If 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 clients
Connect with Shauna: 💼 The Tax Goddess Website 📅 Book a Consultation
Share 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:
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:
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:
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:
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.
Check out the Video on YouTube!
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?
