Join us as we hear from Barron’s 1200’s Scott Underwood, the Founder & CEO of Socium Advisors at Northwestern Mutual. You’ll learn about the innovative business model he created, focusing on comprehensive planning rather than product selection. Learn how Scott's approach fosters long-term relationships with clients, emphasizing the importance of personalized service and collaborative partnerships.

Keypoints:

1. ∙ Explore the challenges of maintaining exceptional service while scaling your business, and how Scott's coaching expertise helps advisors and salespeople succeed.
2. ∙ Discover insights into the organizational model that balances wealth accumulation and risk planning, ensuring clients receive top-quality advice.
3. ∙ Hear firsthand about Scott's remarkable journey, growing his business from $400 million to nearly $2 billion in just three years.
4. ∙ Phil and Scott are presenting the seminar “Scaling Your Business: The Underwood Map” this October in Orlando. Here’s the link for more information: https://seacaptaincoaching.com/underwood/

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