The 3 Step System My Clients Are Using to Scale to $25K - $50k+ per Month in 2025
(without working more hours or paying thousands a month to a marketing company)
NOTE: This is ONLY for Financial Advisors >1 year at Northwestern Mutual, Mass Mutual, NYL, Edward Jones, Ameriprise, Guardian, Equitable, LPL Financial, Prudential, Principal or an RIA.
I Know This Works Because I've Been There....
Scottie's Ratios
This is what happens with you master the "NO ASK" Method:
Check out Sydney, who hit her first $25k month in only 90 days!
Meet Chris, after only 4 months, he had his biggest month ever of $50k production and 22 lives!!
Meet Antonio, Who Went from $6k-$8k production/mo to $12k - $15k production/mo. He even did $65k production in ONE QUARTER & had his best year ever!
Meet Matt, Who jumped from $10k - $15k/mo in 3mo AND Increased His AUM!
Meet Robert, Who Implemented a Prospecting System, Hit 60 QSs his FIRST MONTH and now has a goal of $40k+ per month!
Meet Paige, Who TRIPLED Her Premium per Life & Works 1 Day Less / Week!
Who this is for:
✅ Financial Advisors, full-time, at least 12mo in business
✅ You focus on investments OR investments & insurance (you must be Series 6 or 7 licensed)
✅ You're making $5k/mo minimum and want to grow your individual practice to $25k - $50k/mo
✅ You focus on life insurance (term / whole / VUL / IUL), disability, long-term care, and/or investments.
✅ You work at one of the following companies:
- Northwestern Mutual
- Mass Mutual
- New York Life
- Edward Jones
- LPL
- Prudential
- Ameriprise
- Principal
- Guardian
- Equitable
- Independent or at an RIA
🚫 This is not suitable for you if you're at an MLM (WFG, Primerica, etc.)
🚫 This is not suitable if you focus on P&C, medicare, or health insurance.
© 2025 Scottie Taylor Jr, LLC All Rights Reserved
DISCLAIMER: The Financial Advisor Academy is designed to provide educational content to help financial advisors enhance their prospecting skills. While we strive to offer valuable information, we make no representations or warranties regarding the completeness, accuracy, reliability, suitability, or availability of the course content. Your use of any information provided in this course is solely at your own risk. We are not liable for any losses or damages in connection with the use of our course materials.