Yes, everything taught is fully compliant (we know compliance can be a pain). These strategies are already being used across all the major firms: Northwestern Mutual, Mass Mutual, New York Life, Edward Jones, LPL, Ameriprise, and more.

LinkedIn outreach, referral conversations, and cold outreach are all permitted activities under FINRA guidelines, and we've coached 800+ advisors through these systems without compliance issues.

That said, every firm has its own internal policies, so we always walk through your specific firm's guidelines during onboarding and make sure your execution fits within them. When in doubt, we'll help you get the right language approved by your compliance department before you use it.

It's not a sales pitch. My team spends the 15 minutes reviewing where you are now - your firm, your current production, what prospecting you've tried, and what's not working. From there we tell you honestly whether our coaching is the right fit for your situation. If it is, we'll schedule a follow up conversation to walk you through what the program looks like for you specifically. If it's not, we'll tell you that too and point you somewhere useful. You will not leave the call feeling pressured.

Yes. While Scottie built these systems at Northwestern Mutual, our clients are currently at Mass Mutual, New York Life, Edward Jones, LPL, Ameriprise, Guardian, Equitable, Prudential, Principal, Cetera, and independent RIAs. The systems are built around universal prospecting principles - LinkedIn, referrals, and outreach - that aren't firm-specific.

Most advisors start seeing new meetings booked within 30 days of setting up the LinkedIn and DPM systems. Meaningful production increases typically show up in months 2–4. Our average client adds $120,000 in annual production within 12 months — which works out to roughly 4.5x ROI at 6 months and 12x at 12 months.

No. Some of our best results come from advisors doing $15k–$25k who want to break through to $40k–$50k without adding more hours. We've even had advisors join who have had $100M - $250M in AUM already. The system removes randomness and creates a repeatable machine - which matters most when you want to scale without burning out.

Our coaching is designed for advisors who are at least 6 months in. If you're earlier than that, the honest answer is that you don't yet have enough reps in front of clients to get the full value out of a prospecting system - you need some baseline experience first.

If you're at or past the 6-month mark and you want to skip the years of trial and error and build a real system from day one, this was made for you. Most advisors spend their first 2–3 years throwing spaghetti at the wall before they figure out what actually works. Our coaching cuts that timeline down dramatically.