The Advisor Solutions Podcast

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.

The Advisor Solutions Podcast EP 137- Finding Your Sales Pipeline Red Flags

Do you want to take your business to the next level, but you're unsure how? It might be as simple as identifying the red flags in your sales pipeline. What I mean is, chances are you have a few red flags (or clogs) in your sales pipeline that are holding you back from achieving the success you’ve always wanted. And if you don’t know what those red flags are, you’ll never be able to overcome them.
Does that sound like you? If so, you're not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t take the time to identify the red flags in their sales pipelines. Over time, they accept these obstacles as a normal part of the process. As a result, they struggle to reach the next level with their business.
In this episode, we’ll share practical strategies that successful advisors and agents use to recognize and remove red flags (or clogs) from their sales pipelines. These aren’t just theoretical ideas—they’re actionable steps you can immediately implement to move closer to your business goals.

The Advisor Solutions Podcast EP 136- Managing Your Business During Market Volatility

Does it feel like your clients are on an emotional roller coaster whenever the market experiences a significant pullback? Do you find yourself receiving more calls from concerned clients? If so, you're not alone.
All financial advisors will experience market volatility at some point in their careers. The longer the market remains volatile, the more some clients become anxious. When this happens, most financial advisors reactively manage client concerns. As a result, they feel emotionally drained from constant interruptions by the end of the day.
In this episode, we’ll share practical strategies that successful advisors use to manage their business during market volatility. These aren’t just theoretical ideas—they’re actionable steps you can implement immediately to help you achieve your business goals.

The Advisor Solutions Podcast EP 135- Developing Your Daily Action Plan

Do you control your day, or does your day control you?
If you're unsure, one way to tell is by looking at how your days unfold and how you react to what happens. Do you start each morning with the best intentions, knowing precisely what you want to accomplish, only to reach the end of the day wondering where the time went—and realizing you didn’t achieve your goals? If so, chances are, other people are controlling your time. Sound familiar? If it does, you're not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and agency managers struggle to structure their days. Without a solid daily action plan, they react to urgent requests and constant interruptions instead of proactively managing their tasks. As a result, they spend their days putting out fires—jumping from one distraction to the next—without making meaningful progress on their priorities.
In this episode, we’ll share practical strategies that successful advisors and agents use to stay on track. These aren’t just theoretical ideas—they’re actionable steps you can implement immediately to help you achieve your business goals.

The Advisor Solutions Podcast EP 67: Creating Your Business Comeback

Is your business in a slump or spiraling downward, and you don’t know what to do? If so, know that 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 creating a comeback in their business.
They have never learned a step-wise approach to getting past the emotional impact of what is happening to know what to do to pick themselves up. In other words, they don’t know how to mentally prepare to have a business breakthrough when they are in the midst of a business breakdown!
In this episode, learn what other successful advisors have done to create their own business turnaround and how they are getting the most out of their business daily! 
 

The Advisor Solutions Podcast EP52- Why the Advisor Solutions Individual Coaching Works!

Have you ever thought about investing in a business coach? Maybe you have, but you aren’t sure if it is right for you. Well, ask yourself this…how many Olympic gold medalists have had a coach? That’s right, all of them! And, why is that? It is because athletes from the major to the little leagues know the value of having an experienced professional help them get to the top of their game. 
Do you need help understanding how the right business coach can help you get to the top of your game?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t comprehend how having the right business coach can help them find the solutions to their biggest professional challenges. 
Instead, they make the mistake of thinking that just getting information will lead to transformation, when what they really need is the right business coach to help them understand the right kind of information.
In this episode, learn about The Advisor Solutions Individual Coaching Program, which focuses on real time solutions to your biggest obstacles!

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.