The Advisor Solutions Podcast
The Advisor Solutions Podcast is designed to help financial advisors, insurance agents and wholesalers build a better business...one solution at a time. Daniel C. Finley is the host of The Advisor Solutions Podcast and the President and Co-Founder of Advisor Solutions. He has had over 25,000 hours of coaching sessions with groups and individuals.
Episodes
3 days ago
3 days ago
Are you on an emotional roller coaster? Do you find it challenging to regulate your emotions when faced with a volatile market, client concerns, compliance, or any other kind of adversity? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers are on an emotional roller coaster ride, depending on what is happening at any given moment, because they haven’t learned a step-by-step process for building emotional resilience in their business. Most individuals don’t understand that resilience isn’t just about surviving—it’s about thriving in an ever-changing financial landscape.
When your livelihood depends on you being a pillar of stability for others in the midst of chaos, learning strategies to emotionally bounce back is a must. Many people don’t realize how important it is or don't have the tools or techniques to become more resilient.
This episode teaches how successful advisors and agents use The 7 Steps to Building Business Resilience to succeed!
Tuesday Mar 19, 2024
The Advisor Solutions Podcast EP 96- Learning From The Lessons of Failure
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Do you let your failures get the best of you? Do you view losses such as not closing a prospect, losing a client, or making poor client recommendations as business setbacks? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers let business failures get the best of them. They have never realized how they view their losses can lead to even greater wins. In other words, winning is exciting, but it’s the losses that can shape us more profoundly because they can lead to personal growth, resilience, and future victories that are much more impactful than present situations.
I’ve always felt that a loss is never a loss if you learn from it. If you live by this perspective, learning from the lessons of failure can lead to better results over the long term.
In this episode, learn how successful advisors and agents change their perspective on failing so that you can learn from them and implement strategies to succeed!
Tuesday Mar 12, 2024
The Advisor Solutions Podcast EP 95- Mastering Your Stress Management System
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
Are you stressed out most days? Running a business in the financial services industry can be very stressful. There are plenty of things that you can’t control, such as the stock market, clients, and the economy. As a result, at times, you might be full of anxiety and stress. If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers spend their days at the office unaware that they are in a constant state of low-level stress. They don’t know it because they are so used to living this way it has become the norm. And, they’ve never learned a stress management system, much less mastered it, in order to live less stressed.
You don’t have to live this way! You have a lot more control than you might think. In fact, realizing that you are in control of your life is the foundation of stress management.
Stress management is about taking control of your thoughts, emotions, time, activities, and energy, as well as how you react to challenging situations when they arise.
In this episode, learn what successful advisors do to master stress management!
Tuesday Mar 05, 2024
The Advisor Solutions Podcast EP 94- Strategies for Creating Instant Connections
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Do you know how to create an instant connection with prospects? If not, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know strategies for creating instant connections. They have never learned the techniques and exercises to increase their interpersonal soft skills.
If all you focus on is the information you provide prospects and not the connection you can create with them, they most likely will not work with you because they don’t feel connected.
I’m sure you have heard the saying, “People tend to work with people they like. And, people tend to like people that are like them.” So, how do you help people understand that you are like them? It’s in knowing how to connect instantly and having real-world exercises to do just that.
In this episode, learn what successful advisors do to increase their interpersonal soft skills!
Tuesday Feb 27, 2024
The Advisor Solutions Podcast EP 93- Building Your Business Soft Skills
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
Do you know how to make effortless connections? What I mean is, can you connect with anyone, anywhere, and at any time? If not, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how to make effortless connections. The reason is that they have never really viewed building your business soft skills as something that could take their business to the next level.
You see, to do well in the financial services industry, you need two kinds of skills: hard skills and soft skills. Hard skills are the technical skills you use in your business, like creating a financial plan or doing an insurance quote. They are easy to measure because you know how to do it or you don’t. Soft skills are people skills that are about making connections with others. They are harder to gauge because measuring things such as communication, collaboration, and conflict resolution is difficult.
Without mastering the soft skills of connecting with others, you won’t utilize your hard skills, like creating a financial plan, because prospects won’t be interested in working with you. Having excellent soft skills makes a prospect want to become your client.
In this episode, learn what successful advisors do to build effortless connections!
Tuesday Feb 20, 2024
The Advisor Solutions Podcast EP 92- Finding Your Business Flow
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
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.”
Tuesday Feb 13, 2024
The Advisor Solutions Podcast EP 91- Learning Your Leadership Style
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024
Have you ever wondered if great leaders are born or made? I believe anyone can be a great leader if they understand themselves, understand what motivates others to want to follow them, and apply what they learn.
Do you understand yourself? In other words, do you know your leadership style and how you lead others? Most likely, you don’t. If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand their leadership style! The reason is they have never really viewed the topic of leadership styles as something that can be motivating or even demotivating to those they are leading. Instead, most people don’t give the topic much thought.
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Do you consider yourself an effective leader? Whether you’re responsible for leading your clients, an assistant, a staff member, an entire team, a branch, or region, having the skill sets to be an effective leader is important because it not only makes you more productive but it also has a positive effect on others.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t understand the importance of being an effective leader! The reason is that they have never viewed the topic of leadership and how to become an effective leader as a set of skill sets that you can sharpen at any time.
In this episode, learn what successful advisors and agents do to bring their skill sets around effective leadership into stronger focus.
Tuesday Jan 30, 2024
The Advisor Solutions Podcast EP 89- Designing Your Ultimate Business Day
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Do you control your day or does your day control you? One way to answer that question is to think about your average day at the office. Did it go something like this? You arrive, grab a cup of coffee, read emails, listen to voicemails, call clients back, get ready for a meeting, get interrupted, put out that fire, go back to what you were doing, and then get sidetracked by the next interruption!
Does this sound like your average day? If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a way to design their ultimate business day. The reason is that they have never had a process for creating, implementing, and achieving their ultimate business day. You need to start with the end goal in mind: how not just to be busy, but productive.
In this episode, learn what successful advisors and agents do to be in control of their day, achieve better results, and avoid business burnout!
Tuesday Jan 23, 2024
The Advisor Solutions Podcast EP 88- Mastering Your Morning Rituals
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
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!