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
Real Advisors. Real Results.
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.
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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.