Scott Dougan and Sean Lee, the two advisors behind Elevated Advisor and Retirement Elevated, run their business from two different states and have created a wildly successful college-style financial workshop responsible for acquiring nearly $300,000,000 in assets since 2014.

In this conversation, we discuss how they attract people that are a perfect fit for their business, why they DON’T want a massive flow of prospects, the silver linings and positives from the pandemic, and the creative new venue Scott is using to run in-person workshops.

In this episode you will hear:

• 5:46 – On the dynamics of building a business living in two different places
• 13:25 – The evolution of their marketing philosophy and what that means for the future
• 15:01 – How the college class format helps you attract, acquire, and retain the right type of clients
• 18:47 – Why the college course acts as a natural gatekeeper for the client types they want
• 22:10 – How Coronavirus changed business and the silver lining moments that will last
• 24:00 – Scott on doing $573,000 in target life over Zoom calls
• 27:19 – What goes into creating a successful long-form college course in webinar format
• 33:35 – On how nurturing existing clients and always educating has proven crucial to their success
• 40:28 – The innovative new venue Scott is using to run the Retirement Elevated course

Connect with Scott and Sean:

Emerging Advisor
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