Scott Kaup,CFP®
Founder, Kaup Financial Advisors, Inc.
Scott’s Prosperity Success Story: Tripled AUM and Enhanced Expertise
Scott was a successful financial advisor for 35 years before joining Prosperity Capital Advisors (Prosperity).
But when reflecting on the entirety of his career, he says, “I cannot imagine where I’d be at this point after all the years doing it the other way, without having them and being involved in their processes and having the amazing people that they have backing it up.”
What helped Scott grow beyond what he could have thought? Our processes, training, and people. He says these elements “have been beyond amazing in helping my business both grow in size and profitability and also in being more organized.”
Scott’s Success by the Numbers
Joining Prosperity didn’t just transform Scott’s business — it reignited his passion for his work. “It’s really excited me at this point in my career. It’s almost like I’m starting over again with all this new knowledge and these processes.”
Scott can’t imagine his career without Prosperity, and it’s easy to see why.
Here’s How
Scott attributes much of his success to following our proven planning processes and enhancing his tax management expertise with our trainings and exclusive community.
Simplifying and Scaling Operations
The Bucket Plan® training didn’t just give Scott a repeatable process to follow and stay organized. It helped his son grow his role within the firm. Now working off the same process, his son focuses on “the things I did not like to do.”
Now Scott can do more of what he loves, which is “being in front of people, talking to them, and presenting strategies.”
Enhancing Tax Planning Expertise
Despite assisting his clients with their taxes for years, Scott claims that the tax strategies and advice he’s received from Prosperity go way beyond anything he’s seen in any CPA, advanced tax funding conferences, or schools.
He firmly believes that “there’s no other comparison” to how The Tax Management Journey® training transformed his firm’s expertise and tax planning capabilities.
Finding Drive and Work-Life Balance
Scott says he’s “picked up some amazing things” since joining the exclusive $25 Million Club, and not all of them are directly related to his business. Taking advice and learning strategies from his peers helps remind him to take time off when he wants or needs it.
Now, he has time dedicated each month to learn from the driven advisors in this club and work on growing his business, not just existing in it.
