The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 145- Breaking Through the Top 5 Business Bottlenecks

Have you ever had one of those days where everything seems to go wrong? You sit down ready to work, but your day gets hijacked by emails, phone calls, client interruptions, and tasks you didn’t plan for, leaving you feeling exhausted and unproductive. And, the rest of the week continues the same way?
That’s not just a bad week; it's a sign that you have business bottlenecks.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t even realize they’re stuck; they think it’s normal. And, instead of addressing the root cause, they try to power through by working harder. But the key isn’t working more; it’s working smarter, so your business flows with more clarity, consistency, and control.
In this episode, you’ll learn how to recognize the most common business bottlenecks, apply the right tools and techniques to break through them, hear advisor success stories, and create the momentum your business needs to thrive!

The Advisor Solutions Podcast EP 144- Unclogging Your Business Bottlenecks

Have you ever felt like your business should be growing faster, but something keeps slowing it down? You’re putting in the effort, but the results aren’t matching.  If so, chances are, you’ve got bottlenecks.
Your business is like a pipeline. When everything flows, progress is smooth. But when areas like time management, prospecting, or client servicing get backed up, the whole system stalls. These clogs are what I call Business Bottlenecks because they slow down your business and, as a result, can quietly drain your time, energy, and momentum.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t even realize they have bottlenecks, or worse, they try to outwork them. But working harder doesn’t fix what’s broken; instead, you need to work smarter.
In this episode, you’ll learn how to identify, fix, and prevent the clogs that are slowing your growth, so your time, team, and systems can finally flow with clarity and control.

The Advisor Solutions Podcast EP 143- Building Your Next Level Blueprint

Have you ever felt like you’re working hard, putting in the hours, doing all the right things, but still not getting the results you are used to? You’re not alone. For many advisors, it’s not about effort, but rather it’s about systems.
At a certain point, your business outgrows your current way of doing things. What used to work… stops working. That’s not failure, it’s a signal. It means it’s time to evolve your systems, not your schedule.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t have a blueprint for growth. Instead, they operate day to day, hoping more effort leads to better results. But there’s a smarter way to scale and it starts with building your Next Level Blueprint.
If you're ready to stop spinning your wheels and finally reach the next level, this episode will tell you how to turn intention into implementation and progress into predictable success!
In this episode, you’ll learn how top advisors identify what’s holding them back, create intentional systems, and execute consistently to achieve long-term growth.

The Advisor Solutions Podcast EP 142- The Art of Creating Emotional Connections

Have you ever had a great meeting with a prospect, strong rapport, a solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back.
It’s one of the most frustrating experiences for those in financial services because you did everything right, showed the numbers, backed it up with logic, and presented the best solutions. But here’s the truth: logic informs and emotion moves.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have a problem with not knowing how to create emotional connections because they don’t have what I call an Emotional Connection System!
 In this episode, learn what other successful advisors and agents have done to create emotional connections that close sales.

The Advisor Solutions Podcast EP 116- Creating a Positive Prospecting Attitude

Do you have a positive attitude about prospecting? Are you excited about bringing the next prospect into your pipeline, or do you dread the entire process? If you relate to the latter, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to be successful at prospecting, a positive attitude. Creating a positive prospecting attitude allows you to be fully engaged and enjoy prospecting to the point where you can’t wait to add another prospect through the pipeline.
You see, everything begins between your ears. I can teach you all the tools, techniques, strategies, and solutions to put people into and move through the pipeline, but if you don’t have any desire to prospect, you simply won’t. And that desire comes from having a positive attitude about prospecting.
This episode shares practical strategies that successful advisors and agents have used to create a positive prospecting attitude and build mental strength. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 79- Managing Uncertainty

Do you ever wonder what’s next? Will the market pull back again? Will the Fed raise interest rates again? Will inflation keep rising? Will clients keep having concerns? 
How will you manage all of these uncertainties? If you have ever dealt with these issues, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to manage uncertainty.  Most have never looked at a process for expecting the unexpected nor how to manage what they will do in uncertain times.
In this episode, learn what other successful advisors and agents have done to manage uncertainty!

The Advisor Solutions Podcast EP 111- Creating the Ultimate Experience

Do you ever think about your business as a journey of experiences? From the day you started your business to today, you have been on a journey to build, grow, maintain, and run your business. Each part of the journey has been an experience—whether it’s prospecting, client servicing, managing staff, managing upper management, or even managing yourself, you’ve created different experiences.
The big question is, have you created the ultimate experience for prospects, clients, staff, management, and yourself? Or are you busy in your business and haven’t given the journey, and the experience you and other people are having any thought?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to enjoy the journey, much less create positive experiences for themselves or others! They don’t understand the process of making their business, their lives, and the lives of everyone around them better. As a result, they keep doing the same things and having experiences that are not fulfilling.
This episode shares how successful advisors and agents learn how to identify experiences to make your business more enjoyable!
 

The Advisor Solutions Podcast EP 110- Finding Your Business Red Flags

Do you want to get to the next level with your business, but you are unsure how? The answer might lie in finding your business's red flags. You probably have a number of red flags or clear warning signs of danger in your business that are holding you back from reaching the next level of success. But, if you don’t know what they are, then you will never be able to overcome them.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to unearth their business red flags! They don’t have a way to identify what is holding them back much less a way to overcome it. As a result, they keep doing the same things and they just think that it’s normal that they are supposed to have these challenges.
This episode shares how successful advisors and agents learn strategies to identify and overcome red flags.

The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

Do you want to work harder or work smarter in your business? I think we all want to work smarter! The bigger question is, do you know how to work smarter? Do you have proven strategies that have worked for successful advisors and agents that work for you? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have specific strategies for working smarter in their businesses. They are so busy working “IN” their business that they don’t take the time to work “ON” their business. As a result, they keep doing the same things that they have always done.
In order to get to the next level, they feel like they have to just keep doing more of what they are doing. The problem with this type of mentality is that it just means working harder and not smarter!
This episode shares how successful advisors and agents learn strategies to work smarter in their businesses.
 

The Advisor Solutions Podcast EP 108- Strategies To Scale Your Business

Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a method for scaling their businesses. They have never realized that specific strategies can create scalability. To effectively scale your business, you need the right people, products, technology, and systems in place to create the growth you want without chaos or overwhelm.
Your scalability is your ability to maintain a good performance as your business grows. You want to be scalable because it means you have the ability to attract the right talent, clients, and eventually buyer(s) for your business when you decide to retire.