The Art of Scaling a Business with Scott Moore (S5E6)

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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.

Listen as he shares his story and his keys to going from an independent sole producer to training multi-producers. He’s detailed a lot of this in the book NEXT! and still applies those principles to his business today. The great thing for advisors is Scott is an FIG coach, which means you can have access to all of the best practices that Scott has built over the years.

It truly is a remarkable journey that’s been centered around building a financial legacy for his family, and we’re grateful he joined the show to talk more about it.

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.


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