Scott Taft

I believe that in order to help others, you have to understand their issues and know what they care about. Having met with over 4,000 individual advisors and teams in the course of my career, I have learned a great deal about the best practices of premier advisors and have implemented these into my own business model. As a result, I help financial advisors create systems and efficiencies to grow their production and effectively leverage your time. My financial advisor clients view me as a member of their team, a provider of solutions, and a friend.

I have developed a unique process designed to provide financial advisors with customized solutions for their individual needs that includes comprehensive discovery, an online audit, guidance on how to build and leverage their network and how to use social media to accomplish their business goals.