The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 148- The Art of Doing a Sales Analysis

Have you ever met with a prospect, delivered your presentation, answered every question, and still walked away without the sale?
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers assume the problem is a lack of leads or opportunities. But often, the real issue isn’t activity; it’s a lack of clarity about what’s actually happening inside the sales process.
Without a structured way to diagnose your business, sales can feel unpredictable and frustrating. As a result, they can leave you guessing about what to change and where to focus.
In this episode, you’ll learn the art of doing a sales analysis, which is a disciplined approach to evaluating your activity, conversions, conversations, tracking system, and standards. When you understand what’s truly driving your results, you can stop relying on assumptions and start making precise adjustments that create momentum.
If you’re ready to replace uncertainty with clarity, eliminate guesswork, and take control of your growth, this discussion will show you how to turn your results into a roadmap for consistent success.

The Advisor Solutions Podcast EP 134- Mastering Your Monthly Action Plan

Do you ever feel like a month flies by too fast? Before you know it, the months string together, and you reach a new quarter, but you really aren’t any further along at growing your business than you were three months ago. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to consistently compartmentalize their activities to see success month after month. Having a process that allows you to evaluate each month and then hone and tweak from the previous month’s actions or inaction can set you up for an even better month, next month!
This episode shares practical strategies successful advisors and agents have used to assess each month’s successes (or not). These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to accomplish your business goals.

The Advisor Solutions Podcast EP 62- Learning to Love Prospecting

Do you love to prospect? Do you get into the office and can’t wait to make that first call? Well, if you are like most advisors and agents, you don’t! You probably look for anything else to do rather than prospecting. Does this sound like you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for prospecting. The reason is they’ve never learned a step-wise approach for avoiding procrastination when it comes to prospecting or how to be effective once they do prospect. In other words, they don’t know how to mentally prepare to prospect and have the tools and techniques to be successful at it!
In this episode, learn tools and techniques to increase your prospecting skillset to get the most out of every day!

The Advisor Solutions Podcast EP 92- Finding Your Business Flow

I’m sure you’ve heard the old saying, “Time flies when you are having fun,” but have you ever thought about why it flies so quickly? What would it take for you to find fun doing what you do in your business? Do you know how to be “in the zone”?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to find their business flow! The reason is that they have never viewed the topic of “being in a flow state” as something that they can step into at any given moment to fully engage and enjoy an activity, conversation, or engagement.
In this episode, learn what successful advisors and agents do to find their business “flow.”

The Advisor Solutions Podcast EP 132- Mastering a Growth Mindset

Do you ever feel stuck in your career, wondering how to overcome challenges? Or maybe you are looking for the right tools to unlock your potential, or just the thought of figuring out how to get to the next level seems overwhelming. In fact, it might feel like you are on an emotional rollercoaster ride, wanting to grow your business but not feeling confident in your ability to do so. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a growth mindset. They typically don’t understand that everything starts between your ears. And that developing a growth mindset isn’t just a good idea, it’s the foundation for achieving long-term success in this business!
This episode shares practical strategies successful advisors and agents have used to master a growth mindset. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.

The Advisor Solutions Podcast EP 133- Creating Your Quarterly Action Plan

Do you ever have the best of intentions and yet feel a little lost with your business soon after the New Year? What I mean is that the time between New Year’s and the end of the first quarter is often a blur, and as a result, you may not feel like you are on your way to accomplishing the goals you set just weeks ago. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to compartmentalize their activities to ensure a strong quarter.  For those who did not create a business plan or blueprint at the start of the year, the thought of doing so might seem overwhelming. But it is not too late. There is a way to go from a rocky start to an exceptional finish, by creating your quarterly action plan!
This episode shares practical strategies successful advisors and agents have used to strategically plan out their annual quarters. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to accomplish your business goals.

The Advisor Solutions Podcast EP 102- Mapping, Measuring & Mastering Milestones

How do you measure success in your business? Do you measure it only by one set of measurements, accomplishing goals? For example, the goal is to gather twenty-four million in new assets in a year. If you achieve it, you succeed, but if you don’t, you fail. It seems pretty straightforward. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers measure success in only one way- accomplishing the goal! And, as strange as this might sound, it’s actually the wrong way! The reason is that it’s not only the destination that should be reached to succeed but the many milestones along the way that must be celebrated to also enjoy the journey!
If you don’t accomplish milestones along the way and don’t view the milestones as “mini-wins,” then you won’t put much value on those milestones. If you don’t place value on those milestones, then you probably don’t care about them because you aren’t evaluating and measuring each step along the way to see if they are fruitful. If you don’t set and reward yourself for milestones set and reached, the by-product at the end of the year is most likely far less success.  You have to put in the work, evaluate as you go, and tweak the process until you reach your goal(s).
This episode shares with you how successful advisors and agents map out, measure, and master milestones!

The Advisor Solutions Podcast EP 34- Building Your Business Blueprint

Have you ever created a business plan in January only to realize that you aren’t following it by March or April? Does this sound familiar? If so, know this… you, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a well thought out process for getting to the next level. They start out the year with their business plans with the best of intentions, only to get sidetracked with the day-to-day operations which leave those plans unattended and ultimately unfulfilled.
In this episode, learn a process to go beyond the standard business plan to using a business blueprint to create a record year!

The Advisor Solutions Podcast EP 86- The Reality of Creating a Record Setting Year

Do you know what it takes to create a record setting year? You might be thinking that it’s simple- if I do more, I will get better results. 
The problem with that is, that you’re just working harder.  In order to create a record setting year, you have to know how to work smarter. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have processes and systems to create a record-setting year. 
There are fundamental things that you have to do in order to reach the next level, and just working harder won’t get you there. In fact, if you work twice as hard, you will probably get burned out! 
What if you worked twice as smart? What if you had the motivation to apply new processes daily and got better results? In other words, you’re not reinventing the wheel but are applying what other advisors and agents have done that works! What if you tracked your actions and your results for an entire year? Would you have a higher probability of having a recorded setting year? Absolutely!
In this episode, learn what other successful advisors and agents do to uplevel their businesses, year after year!

The Advisor Solutions Podcast EP 88- Mastering Your Morning Rituals

Do you have a well-thought-out strategy to start your day off right? Like many, you might not. Instead, you probably have morning routines on auto-pilot, like making your bed, brushing your teeth, and running out the door with a cup of coffee in your hand, ready to battle morning rush hour traffic. If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know the secret to get the most out of their day. The reason is that they have never really learned what successful advisors and agents do each morning before work to start their day off right with morning rituals. 
Morning rituals can set the tone for the rest of the day. And, when done over time, they can have a lasting positive impact, including reduced stress, mental clarity, and energy!
In this episode, learn what successful advisors and agents do to create, implement, and master their morning rituals!