The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 14- The Client’s Evolution

Do you ever wonder how strong your relationships are with your clients? You may have great relationships with your clients and hopefully you do. But are some of your clients' one-time customers while other clients are raving fans? If so, what makes that difference? 
If you don’t know why, know that you are not alone! At some point all advisors and agents feel like they are closer to some clients more than they are with others.
In this episode, learn what to do to strengthen relationships and make a better connection with your clients.

The Advisor Solutions Podcast EP 10- The Advisor’s Evolution

Have you ever wondered why some advisors and agents create very successful businesses, while other advisors and agents never get past the survival stage and they wash out of the business?
Is success about luck? Or, timing?  Or, a mix of many things? Maybe you are not sure.
Many advisors and agents have felt this way, that they don’t really know what it takes to evolve over the span of a career to have the most successful business possible.
In this episode, learn how to find your way by incorporating techniques that work!

The Advisor Solutions Podcast EP 98- The Art of Managing Emotional Client Behavior

Do your clients always seem to be on an emotional roller coaster ride? When the market is up, they are happy and sometimes greedy, but when the market is down, they are concerned, fearful, and maybe anxious. As financial advisors, understanding and managing these emotions are critical for maintaining long-term client relationships. 
Most financial advisors ride the ups and downs of the emotional roller coaster along with their clients. The reason is that they have never realized that there is an art to managing clients when their emotions are tethered to the market.
You see, money can be a very emotional subject for a lot of people. And, when the market is volatile, emotions such as fear, panic, greed, euphoria, anxiety, uncertainty, and loss aversion can become everyday occurrences that financial advisors face. It’s not just financial advisors and their clients that have to face this type of emotional turbulence. In fact, when insurance agents are faced with increasing premiums, their clients get very emotional as well. And, when wholesalers call on advisors and agents, they feel the effects of what the advisors and agents are going through. 
This episode teaches how successful advisors and agents can manage emotional client behaviors!
 

The Advisor Solutions Podcast EP 71- The Advisor Solutions Toolbox

Have you ever wondered what your business would be like if you didn’t have resources and tools? Do you ever think about finding resources and tools you don’t have in your toolbox that could take your business to the next level? 
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have the necessary resources and tools to be their most successful selves. 
Why?  Because they haven’t identified challenges in their business and uncovered the right resources and tools that are solutions. Unfortunately, most advisors and agents accept challenges as is.
In this episode, learn what resources and tools other successful advisors have utilized to see a lasting sustainable change in their business practices!

The Advisor Solutions Podcast EP 139- Developing Effective Team Dynamics

Have you ever had a team that just didn’t click? Where communication was poor, roles were unclear, and productivity suffered, no matter how hard you tried to manage it all? If so, you’re not alone.
Many financial advisors, insurance agents, branch managers, and agency managers struggle with team dynamics without even realizing it. Poor team chemistry doesn’t just slow down your business—it can prevent it from reaching its full potential. Without the proper structure, communication, and leadership, even a great team can quickly become dysfunctional.
But here’s the good news: There IS a better way!
 In this episode, I explore key elements that drive healthy, productive team dynamics and show you how to build a team that supports your growth, frees your time, and makes your business easier to run.
These aren’t just big ideas—these are practical, real-world strategies you can implement immediately to transform your team’s performance.

The Advisor Solutions EP 76- How to Connect with A Negative Client

Are there some clients that you don't connect well with? When they call, you'd rather not pick up?  If this sounds like you, you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have some clients that they just don't connect with. They have never had a process for forging a connection with negative clients.
Think of it this way, clients who are being negative are being negative for a reason. They are worried, concerned, or full of anxiety. It might not have anything to do with you. In fact, it typically has everything to do with how they perceive their situation. All you have to do is help them with their perception.

The Advisor Solutions Podcast EP 138- Mastering the Peaks & Valleys of Prospecting

Have you ever had a great production month followed by an average or even a terrible one? What I mean is, chances are that if you’ve been in the industry for some time, you may have noticed a pattern when it comes to your gross production—and it’s directly related to prospecting. I call this pattern The Peaks and Valleys of Prospecting, which means that most financial advisors and insurance agents experience severe fluctuations in their gross production when they intermittently prospect because inconsistent prospecting leads to gaps in their sales pipeline, making it harder to maintain momentum.
Does that sound like you? If so, you’re not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and agency managers lack a process for getting off this type of production rollercoaster and need a pipeline flow that can lead them to consistently strong production months. Some professionals experience severe fluctuations throughout their entire careers. As a result, they constantly struggle to reach the next level of success!
In this episode, we’ll share practical strategies that successful advisors and agents use to get off the production roller coaster. These aren’t just theoretical ideas—they’re actionable steps you can implement right away to move closer to your business goals.

The Advisor Solutions Podcast EP 123- How to Break Bad News

Breaking bad news is never easy, especially when it comes to money, the market, or not getting the coverage that your client wants. But one thing is certain: at some point in your career, you are going to have to break bad news to someone. The real question is, has anyone ever expressed to you the best way to do that?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a specific strategy to share bad news. The topic of “how to break bad news” benefits from a stepwise approach for an advisor to make difficult situations less challenging to discuss.
Rather than merely telling people what is going wrong, having a process of how to break the bad news is essential. The delivery of bad news is important as a client might feel shocked, defensive, and, in some cases, angry- and you don’t want to add to their angst because of how they heard about it.  
This episode shares practical strategies successful advisors and agents have used to create a better connection when discussing difficult subjects. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 57- How to Train Your Clients

Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before. 
At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on something immediately?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for training their client base.  The reason is that they’ve never really learned a step-wise approach to knowing how to train their clients on how they want to be treated and why. 
The interesting thing about that is that people will treat you, however, you let them treat you. However, when you have strong boundaries, clients learn to respect those boundaries, or they leave.
In this episode, learn how to create a client training system so that you can run your business effectively instead of business running you down and draining you.

The Advisor Solutions Podcast EP 73- Becoming a Professional Problem Solver

Do prospects view you as a product pusher or a problem solver? It’s a tough question that you may not want to know the answer to.  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for becoming what I call “A Professional Problem Solver.” The reason is that they’ve never really learned a step-wise approach to helping people understand that the prospect has challenges and they (the advisor) have solutions.
Think of it this way, if you are a one-size-fits-all product pusher, you can easily be replaced by clients. But, if you are a trusted advisor, they will never want to replace you. Also, prospects will view you differently, as someone they need because you can solve their problems.
In this episode, learn what other successful advisors have done to change their communication process to create lasting connections.