The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 70- ADVISOR LIFE: A Business Coach’s Collection of Short Stories with Tools, Techniques & Transformational Moments

Are you looking for an excellent book to help you reach the next level in your business? I suggest my latest book, ADVISOR LIFE: A Business Coach’s Collection of Short Stories with Tools, Techniques and Transformational Momentum. Available for purchase October 2023!
Most books about the financial services industry focus on one facet of the business, such as time management, prospecting, or sales. Or, the focus is on one specific topic, such as how to get referrals. 
Advisor Life is unique because it is a curation of short stories about experiences with my clients over my last decade of coaching. They are arranged into three categories: tools, techniques, and transformational moments. 
Why would you want to hear about my second book? If you can understand the backstory of my book, how and why I wrote it, and what other advisors and agents have done to get to the next level, it could offer you takeaways that could help you and your business.
In this episode, learn about ADVISOR LIFE, and listen to how you can get the most out of your business on a daily basis!

The Advisor Solutions Podcast EP 69- Understanding the Standards Circle

Do you know what the first step is to creating success? Do you have a way to do that? Most likely, you don’t!  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 how to raise their standards. The reason is that they’ve never really learned a step-wise approach to creating lasting change in their business. When you decide to raise your standards, take new actions, and turn those actions into habits, you will inevitably have better results!
The longer you stick to your new standards, the more success you will have. In addition, you will start to form a new identity, which will help you create lasting change. In other words, you won’t want to go back to unsuccessful standards.
In this episode, learn what other successful advisors have done to raise their standards, see lasting change, and make the most out of their business daily!

The Advisor Solutions Podcast EP 68- Strategies for Measuring Success

Do you have a successful business? Do you have a way to measure your success beyond looking at your paycheck? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for measuring success.
They have never learned a step-wise approach to measuring their progress instead of just measuring the ultimate end goal. In other words, if all you focus on is the destination, you won’t enjoy the journey!
Also, you will obtain more success if you measure your milestones than if you don’t. The reason is that it’s easier to hit a milestone than constantly focusing on the end goal. Each milestone you achieve carries with it a new level of confidence that you are moving further toward your destination!  
In this episode, learn what other successful advisors have done to create strategies for measuring their success, establishing milestones, and how they are setting themselves up to extract the most out of their business daily!

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 EP 66- Creating Your Perfect Prospecting Campaign

Are you on a production plateau and need a little nudge to get going? If so, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for knowing how to kick-start their business, and they don’t even know it! 
The reason they don’t know it is because they’ve never learned how to create the perfect prospecting campaign. They are leaving their business growth up to chance, hoping they reach the next level instead of knowing they will reach the next level!
In this episode, learn what other successful advisors are doing to create the perfect prospecting campaign to get the most out of their business daily!

The Advisor Solutions Podcast EP 65- Building a Positive Business Perspective

Have you ever thought about how your perspective of your business affects your business?
If you view every obstacle as something that is holding you back, then you will most likely be held back from success. However, if you consider every obstacle as an opportunity to build a better business, then obstacles are nothing to fear but something necessary to face to reach the next level.
Now, the real question is, do you have a way to build a positive business perspective? Do you have a way to see the good in every situation?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for knowing what it takes to have a positive state of mind amid adverse events.
They’ve never really learned how to build a more affirming mindset by having a step-by-step process for adopting a positive perspective. Many leave their success up to chance around occurring events instead of viewing those events positively.  This, in addition to knowing how to map out an action plan to get the results they have always wanted!
In this episode, learn what other successful advisors are doing to build a positive perspective and get the most out of their business every day!
 

The Advisor Solutions Podcast EP 64- The Excellent Advisor

Could your business use a little push to get off its production plateau and get you to the next level? In other words, you haven’t reached the pinnacle of your success and you don’t know what to do to get there. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for reaching the next level. The reason is they have never looked at where they are now and taken the time to learn how to become most productive with their business systems and processes. They are simply leaving their success up to chance, hoping it will just happen one day!
In this episode, learn what other successful advisors are doing to build a better business and get the most out of every day!

The Advisor Solutions Podcast EP 63- Mastering Your Sales System

Have you mastered your sales system? A better question might be, do you even have a sales system, a systematic way to turn strangers into clients? Well, if you are like most advisors and agents, you don’t! You probably go with the flow and hope for the best. 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 sales. The reason is that they’ve never really learned a step-wise approach to knowing and using the right tools and techniques they need in order to master their sales system. In other words, they are leaving their sales system up to chance because they are “winging it”! And “winging it” doesn’t work!
In this episode, learn tools and techniques to increase your sales skillset to get the most out of every day!

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 61- Strategies for Getting Beyond Stress & Burnout

Are you stressed, overwhelmed, and feeling burned out in your business? Does it seem like the more you do, the more still needs to be done? And you can never really catch up?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for mitigating stress and burnout. It is because they’ve never really learned a step-wise approach for identifying when they are feeling stressed and what to do to reduce or eliminate that stress to avoid feeling burned out. 
In other words, they don’t know how to mentally take care of themselves while they are busy taking care of clients and trying to grow their own business.
In this episode, learn strategies for getting beyond stress and burnout to get the most out of every day!