Success + Money + Mindset Scottie Taylor Jr

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

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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!!

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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 

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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



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Here's how you can get in touch with Abbe Large!

⁠https://www.lenoxadvisors.com/⁠

Email Abbe: alarge@lenoxadvisors.com