Success + Money + Mindset

Hosted by Scottie Taylor Jr

BusinessExplicit

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Episodes

133

Latest episode

Jul 2025

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About the show

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!

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60 recent

July 30, 202546 min

Scaling with Certainty: The Mindset Shifts That Made All the Difference with Adam Koos

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/

April 2, 202534 min

Why I walked away from my 6-figure financial planning business

“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.

March 12, 202553 min

The Tax Strategy Every Financial Advisor NEEDS Have With Their Clients – With The Tax Goddess, Shauna Wekherlien, CP

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!!

February 5, 202546 min

Winning Against Robo-Advisors: The Power of Human-Centered Financial Planning with James Alexander

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

January 24, 202514 min

From Imposter Syndrome to Unshakable Neutrality: How to Become Unfazed in Business

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

December 3, 202449 min

Unlocking the Advisor's Mindset for Success with Thomas Blottenberger

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

November 26, 202423 min

JUMP OFF the Emotional/Financial Rollercoaster [For Financial Advisors]

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

November 19, 202415 min

Three Ways to CLEAR the Prospecting Objection “Let Me Think About It”

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!

October 16, 202412 min

If you want to CLOSE MORE BUSINESS, Use This Tactic

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

October 9, 202417 min

Invest in your SKILLSET and you'll CRUSH your business

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