The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 38- Creating a Great Elevator Speech

Picture this…you are at a networking event, on vacation, or even in an elevator, when you strike up a conversation with a stranger and the next thing you know they ask you the inevitable question, “So, what do you do?”. You immediately try to think of the perfect thing to say. This is your moment to shine! But, do you? Or, do you give a generic response such as, “I’m a financial advisor with XYZ firm.”
Does that sound like you?  If not, know this…you are not alone…
In fact, at some point, every financial advisor, insurance agent, wholesaler, branch manager, and even agency manager doesn’t have a great response to the question, “What do you do?” because they have never taken the time to learn a process on how to be unique while also pulling the listener into the conversation to what to hear more.
In this episode, learn a system for how to create a great elevator speech that provides credibility, curiosity, and connection!

The Advisor Solutions Podcast EP 37- Speaking the Couple’s Language

Have you ever been in a meeting with a prospect and their spouse and you notice that you are connected to one of them and not the other? You go through your recommendations and you look to the one you are connecting with and ask for the order. They seem like they want to be a client. The only problem is, they turn to their spouse, the one who you haven't connected as well with, and that person wants to “think about it”. As a result, you don’t get the sale! Can you relate to this? 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 knowing how to speak the couple's language which is essentially how to master Personality-Based Selling to be able to connect with them both.
In this episode, learn a process called Speaking the Couple’s Language so that you build a better connection with them both.

The Advisor Solutions Podcast EP 36- Mastering Personality-Based Selling

Have you ever been in a meeting with a prospect and felt disconnected? It’s not that you dislike this person but they seem to be rubbing you the wrong way. You also notice that you might be rubbing them the wrong way too. You are pretty confident that you won’t be getting another appointment much less landing them as a client. Can you relate to this? 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 knowing how to hit a prospect's hot buttons and avoid their cold ones. In other words, they have never understood how to identify somebody’s personality type to know what motivates and drives them.
In this episode, learn a process called Personality-Based Selling which will help you to be able to speak the prospect/client's language!

The Advisor Solutions Podcast EP 35- Mastering Story-Based Selling

Have you ever been in a meeting with a prospect and you are sharing some great recommendations that took you hours to craft and you are explaining the details but they don’t seem to understand? You are confident that this path is right for them so you ask for the order but they continue to look at you with a “deer in the headlights" look and reply, “Let me think about it.” Can you relate to this story? 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 helping prospects understand products and services they have not seen before. They are too busy telling prospects what they should do instead of assisting them to know that they should move forward with them. In other words, they aren’t making a connection with you (or your recommendations) because you aren’t telling a great story!
In this episode, learn a Story-Based Selling process that will help your prospects more fully comprehend and understand your recommendations!

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 EP 33- The Top 10 Business Gamechangers: Part 2

Have you ever had a challenge in your business that has lasted weeks, months, years or maybe have followed you your entire career?  What you need is a “gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.  
In this episode, (second in a two-part series) learn how other advisors and agents have applied tools, techniques, strategies and solutions to find success!

The Advisor Solutions Podcast EP 32- The Top 10 Business Gamechangers: Part 1

Have you ever run into the same business challenge over-and-over again and you just couldn’t get past it? If so, you are on a production plateau and you need some type of tool or technique in your business to create a transformational moment. In other words, you need a “Gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.  
In this episode, learn tools, techniques, strategies and solutions that other advisors and agents use to transform their businesses!

The Advisor Solutions Podcast EP 31- Creating an Effective Client Servicing System

Do you ever feel like you over-promise and under-deliver when it comes to your client servicing system? Do you have the type of system that turns clients into raving fans? If not, then know this…you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers want to service their clients in the best way possible but most fail to understand the essential “How To's”. Rather, they have a reactive client servicing system that results in interruptions and thus fractured efforts.
In this episode, learn about a process that other advisors and agents apply to create an effective client servicing system!

The Advisor Solutions Podcast EP 30- Advisor Success Stories Part 2

Do you feel that your business is not as successful as you would like it to be? I’m sure that some areas of your business could be stronger or more streamlined, right? If this sounds like you, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers have areas of their business that could contribute more to their overall success in but many view success as hit-or-miss rather than a process. As a result, they may view facets like conquering the fear of rejection, getting referrals or even closing every prospect they meet, as unobtainable goals.
In this episode, learn about a process that other advisors and agents have implemented to turn their businesses into a success across the board!
 

The Advisor Solutions Podcast EP 29- Advisor Success Stories Part 1

How do you define your own success? Most advisors define it by the number of new accounts, assets gathered or gross commissions earned. While these can all be a type of measurement of success it’s not a true measurement. Is the former statement your measuring stick for success? If so, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a process for obtaining and measuring success because they view success as an end result measured by income received.
Is your income the true measurement of your worth? No. it’s not. Just ask your clients. To them the true measurement is the value that you bring to them to achieve their long-term financial goals. The income you receive is merely compensation for your integrity, knowledge and expertise.
In this episode, learn about the value that other advisors and agents have brought to turn their businesses into a success!