Sep 7, 2023
Today we welcome in an incredibly successful advisor with over 30 years of experience who has built a business with his family at the forefront. Scott Moore is the founder of Moore’s Wealth Management and someone we know really well through his work with the Financial Independence Group.
Scott's mastery in scaling a financial practice over three decades is something we can all learn from, and we’ll dive into his systems and processes that now allow him to work a small fraction of the week without interruptions in the business.
Here’s some of what you’ll learn from this episode:
- With five children and 13 grandchildren, they enjoy a lot of family traditions but he’ll share some special ones around the holidays.
- How he began in this business in his 40s and took a big financial risk to start his own company.
- He tells us more about his book and why it’s so valuable for advisors.
- Why he believes in having a great mentor and how you can find the right one.
- How he and his wife, Carla, have managed periods of imbalance in their lives as they worked together on their goals.
- The importance of shadowing when training and his process for managing that.
- Why he feels his relationship with FIG has been a phenomenal experience.
About our guest: https://mooreswealthmanagement.com/our-process/#meetfounder
Get Scott’s book: https://www.amazon.com/NEXT-Blueprint-Million-Dollar-Financial-Services/dp/1088514634
CONTACT US: https://advisordevelopmentshow.com/