The Advisor Solutions Podcast

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.

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 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.