The Advisor Solutions Podcast

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 149-Building Your Business Improvement Plan

Have you ever felt like you’re working hard, staying busy, meeting with people… but something just isn’t clicking? You know your business should be further along, but if someone asked you, “What exactly isn’t working?” would you have a clear answer?
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers struggle to improve their business, not because they lack effort but because they lack a structured way to evaluate what’s actually happening and figure out what to do about it. Instead, they react repeatedly. They chase ideas, blame the market, or say things like, “I just need more leads” or “My clients don’t have urgency.”
In this episode, you’ll learn how to build a Business Improvement Plan, a step-by-step framework that helps you identify where you are, define where you want to be, and create a clear strategy to get there. When you shift from reacting to operating with a plan, everything can change.

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 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 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 148- The Art of Doing a Sales Analysis

Have you ever met with a prospect, delivered your presentation, answered every question, and still walked away without the sale?
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers assume the problem is a lack of leads or opportunities. But often, the real issue isn’t activity; it’s a lack of clarity about what’s actually happening inside the sales process.
Without a structured way to diagnose your business, sales can feel unpredictable and frustrating. As a result, they can leave you guessing about what to change and where to focus.
In this episode, you’ll learn the art of doing a sales analysis, which is a disciplined approach to evaluating your activity, conversions, conversations, tracking system, and standards. When you understand what’s truly driving your results, you can stop relying on assumptions and start making precise adjustments that create momentum.
If you’re ready to replace uncertainty with clarity, eliminate guesswork, and take control of your growth, this discussion will show you how to turn your results into a roadmap for consistent success.

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!