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!
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/
2 Apr 2025
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 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 (https://event.webinarjam.com/register/34/mg4pps7y).
12 Mar 2025
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 clients
Connect with Shauna: 💼 The Tax Goddess Website (https://taxgoddess.com) 📅 Book a Consultation (https://taxgoddess.com/sales-team/)
Share your biggest takeaway from this episode by DMing me on Instagram @thefinancialadvisoracademy (https://instagram.com/thefinancialadvisoracademy) or leaving a review!!
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.8 / 5
20 ratings
Spotify
4.2 / 5
5 ratings
Podcast Authority Score: 58 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
81
Social presence
0
YouTube
0
Engagement
85
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