The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 44- The Emotionally Intelligent Advisor

Do you know what the secret to building a successful business is? You might think it is to have a lot of product knowledge. But, being “book smart” alone won’t do it. In fact, there are many smart people that have washed out of the business because they lack a more needed quality. The secret is to be “people smart”! Being able to connect with anyone, anywhere, and at any time. It’s having high emotional intelligence.
Do you know how to increase your emotional intelligence? If not, 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 better at being an emotionally intelligent advisor. The financial services industry is a people business. If you cannot connect with people, you will not be able to set appointments, open new accounts, gather assets (or close insurance cases), and make a successful living for yourself and your family. 
In this episode, learn how to become The Emotionally Intelligent Advisor, which is a process to make effortless connections with others so you can reach the next level in your business!  
 

The Advisor Solutions Podcast EP 43- Building a Balanced Business

Do you have a balanced business? In other words, do you feel that you are excelling in each facet of your business equally? Or do you find yourself spending a lot of time and energy working on some areas of your business and not others? 
A majority of financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for building a balanced business. In addition, they don’t understand the real challenge, which is that the more you neglect facets of your business that require attention, the worse those areas become and the more difficult it is to manage them.
In this episode, learn how to Build a Balanced Business, a process that ranks each of eight important facets of your business, identifies the challenges and solutions in each, and explains what you need to do to apply those solutions so you can reach the next level!  

The Advisor Solutions Podcast EP 42- Building Healthy Business Habits

Have you ever wondered how successful advisors keep reaching new levels of success? Some might say that it is just luck while others might say it’s about skill.  I believe that it comes down to one simple but powerful process which is all about knowing how to build healthy business habits, habits that provide consistent action toward achieving goals.
When was the last time you took a serious look at your habits and realized that they are the cause of your success or lack of success? 
In fact, most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out step-wise approach to creating better habits. The reason they don’t know it is that they don’t understand the power that habits play in their daily lives. Rather, they are conditioned to continue applying the same bad habits which keep them on a production plateau.
In this episode, learn about Building Healthy Business Habits which is a process for applying the right tools and techniques to illuminate bad habits while helping to establish good habits so you can reach the next level!  

The Advisor Solutions Podcast EP 41- Mastering Production Peaks, Valleys, and Plateaus

If you are like most advisors and agents you know that there are generally three ways that your production can go: rise to a new production peak, backslide to a production valley, or cruise control onto a production plateau. Two out of three of those are not good states to be in, and those that reach a production peak don’t remain there for very long.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out step-wise approach to moving towards their production goals regardless of where they begin.
So, how do you start your journey toward reaching the next level when you don’t know how to take the first step? 
In this episode, learn Mastering Production Peaks, Valleys, and Plateaus which is a process for applying the right tools and techniques to reach the next level!  

The Advisor Solutions Podcast EP 40- The Power Of The Podcast

Have you ever run into a challenge, and found the solution but didn’t put it into practice? As a result, do you realize that you still have the challenge? Maybe the disconnect from getting “information” to having any “transformation” lies in the simple act of “application” or knowing how to apply what you learned. If this sounds like you 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 applying what they learn. They are too busy working “IN” their business to work “ON” their business; as a result, they are still stuck with the same challenges.
In this episode, learn The Power of the Podcast which is a process that will help bridge the gap between where you are and where you want to be!

The Advisor Solutions Podcast EP 39- Speaking Your Way to Success

Do you have a hard time filling up your schedule with qualified prospects? You prospect sporadically and occasionally set an appointment but you never really leverage your time and energy to have a full calendar.
Does that sound like you?  If so, know this…you are not alone…
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a great process for getting in front of their target market much less a room full of their target demographic and they don’t even know it! The reason they don’t know it is because they don't understand the art of leveraging their prospecting efforts by having a well-thought-out seminar prospecting process.
In this episode, learn the art of speaking your way to success so that you have a step-by-step system to leverage your time, energy, and prospecting efforts!

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!