Local Business Spotlight | Taylor Scot
NAME
Taylor Scot
COMPANY
Third Coast Advisors
POSITION
Financial Advisor
WHO IS YOUR IDEAL CLIENT?
My ideal client would be someone experiencing a change in their life. Examples would be graduating college or trade school and receiving their adult paycheck, someone getting married, a couple having a baby, or someone needing to retire soon.
HOW DID YOU GET STARTED IN YOUR FIELD OF WORK?
Throughout my life I have had a passion for helping people strive to be their best self. I work hard to provide my support in many aspects of life. The one person who I look up to is my father. Back in 1997, his business partner and himself started Expand Communications LLC which has significantly grown overtime. My father's motivation and dedication to his business practice and his drive to always be better, motivates me to follow in his footsteps and become the best version of myself as I can possibly be as an entrepreneur. Always challenging myself to new opportunities everyday.
Throughout my lifetime, I have noticed people struggle with their finances. Whether that be people my age, or people older than me, everyone has their own struggles with money, which is the main reason why I got into financial planning. With the passion of helping others, I aim to better every individuals life that I cross paths with.
WHAT IS ONE THING PEOPLE think THEY KNOW ABOUT YOUR JOB?
When the term financial advisor is often heard, many people think that we are money managers looking to increase your rate of return on your assets and help you retire faster. Although that might be one piece of the picture, we do so much more. We like to act as the quarterback on your team to make sure that all pieces of your financial picture including, insurances, investments, estate plans, asset building and cash flow designs and debts are all taken care of and looked at as it relates to your life
NAME ONE THING YOU WISH PEOPLE KNEW ABOUT YOUR JOB?
Often times I will hear someone say, "I don't have a lot of money/assets so I don't need an advisor." The key takeaway from that is, you have money and you have assets, whether a lot or a little, its still there. I help people in all kinds of income levels, occupations and financial needs. The 15/30 minute conversation is worth it.
WHAT DO YOU LOVE MOST ABOUT YOUR JOB?
The people I get to meet every day through networking. I meet so many wonderful individuals, entrepreneurs and mentors that I get to look up to and learn from.
WHAT ADVICE WOULD YOU GIVE TO SOMEONE STARTING OUT IN YOUR INDUSTRY?
Even though it might be hard to start out in this industry or in any industry, know your why, understand the reason you choose this career and stay on the path to get towards your goals. If you do the right things, you will achieve your goals.
What is the ONE book that you think I should read RIGHT NOW?
Elite Minds by Dr. Stan Beecham
CONTACT TAYLOR HERE:
LINKEDIN
linkedin.com/in/taylormscot/
PHONE
414-755-9959
EMAIL
taylor.scot@thirdcoastadv.com
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