Skyrocket your production, health and joy with Coach Scott’s 3-Month Producing Financial Professionals Intensive, crafted for commission-based financial professionals—financial advisors, mortgage loan originators, real estate agents, and insurance sales professionals. With my extensive industry experience, this program blends targeted business growth strategies with health and wellness coaching to drive production and balance, ensuring you achieve professional excellence and personal fulfillment without burnout. This program includes the fitness, nutrition, personal development coaching and resources of my regular 3-Month Health and Wealth Intensive with additional resources and systems designed for the industry and aspirations of financial professionals.

How We Will Elevate Your Career and Lifestyle

• Discover
  Through a tailored 360° audit, lifestyle analysis, and three in-depth coaching interviews, we’ll pinpoint your professional strengths, challenges, and motivations. Using tools like sales performance assessments, referral relationship evaluations, and personality profiles, I’ll deliver a comprehensive Discovery and Assessment Report (PDF, Week 3) that provides clear insights into your current career trajectory and personal well-being. This process defines ambitious goals for revenue growth, leadership development, or work-life balance, customized to your role in financial services.
• Design
  Together, we’ll create a personalized roadmap to amplify your professional success and personal vitality. Your Vision and Goals Report (PDF, Week 5) outlines a clear vision statement and SMART goals for key skills—such as public speaking, strategic networking, client acquisition, or deal-closing techniques—while integrating wellness strategies to sustain high performance. We’ll implement my industry-specific systems like the 4 P’s of High Producers (Principles, People, Promotion, Process) and the Producer’s Success Pyramid to structure your growth, ensuring habits align with your firm’s systems and lifestyle priorities.
• Experience
  Over 12 weekly one-on-one coaching sessions, we’ll execute your plan, building sustainable habits that boost production, self-leadership, and well-being. With ongoing accountability through regular check-ins and a digital Productivity Dashboard, you’ll track KPIs like revenue, client referrals, or closed deals, alongside health metrics. By Week 7, your Strategy and Action Plan (PDF) provides a blueprint for long-term success, supported by tools for networking, sales presentations, and stress management. Achieve your highest career aspirations while fostering joy, health, and meaningful relationships tailored to your desires.

Key Deliverables

• Discovery and Assessment Report (PDF, Week 3): A detailed analysis of your professional and personal strengths, challenges, and opportunities and an analysis of your production and business practices.
• Vision and Goals Report (PDF, Week 5): Your tailored vision and SMART goals for career, wealth generation and wellness.
• Strategy and Action Plan (PDF, Week 7): An actionable roadmap with industry-specific systems and strategies.
• Productivity Trackers: Track KPIs, referral generation activities and health milestones.
• Stress Management Toolkit (PDF): Techniques for resilience under high-pressure demands.

Includes

• 12 one-hour one-on-one coaching sessions (virtual).
• Weekly customized fitness, nutrition, and restoration programs tailored to your goals and high-performance lifestyle.
• Weekly information content bundles delivered to your inbox, covering sales strategies, industry trends, and wellness tips.
• Business growth system implementation and accountability, aligned with your firm-provided tools and the Producer’s Success Pyramid.

Start Your Journey to Excellence Today!

Ready to excel in your financial career while thriving in life? Book your Producing Financial Professionals Intensive now and design a future of prosperity and balance!