The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 80- Creating an Effective C.O.I. Campaign

Do you ever wonder why some financial advisors and insurance agents easily connect with centers of influence, but it is more challenging for you? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have an effective way to connect with centers of influence. Most have never considered connecting with C.O.I.s as a step-by-step process that can be replicated to gather a steady stream of referrals.
In this episode, learn what other successful advisors and agents have done to create an effective C.O.I. campaign.

The Advisor Solutions Podcast EP 78- Playing at Peak Performance

Are you playing at the top of your game? Are you running your business at peak performance?  Are you managing your time, prospecting, sales, client servicing, and product knowledge so that you reach a pinnacle of success?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers must perform at peak performance. Most have never looked at specific areas of their business to determine what challenges they have and what solutions they need to get to that next level.
In this episode, learn what other successful advisors and agents have done to play at their peak performance.

The Advisor Solutions Podcast EP 77- How to Create the Ultimate Cross Selling System

Do you feel like you have all of your clients business? Probably not! Instead, you probably feel like you could do additional business with them providing additional products and services but you just don’t know how. If this sounds like you, you are not alone!
Most financial advisor, insurance agent, wholesaler, branch manager and even agency managers have some client that they could do additional business with but they don’t know how. The reason they don’t know it is because they have never really had a process for creating what I call The Ultimate Cross Selling System.
Think of it this way, if your clients have additional challenges in their financial lives, wouldn’t you want to help them? And, what if you had a system to help them before the challenge occurred?
And, that’s why I wanted to do this podcast today. Because I want you to understand that if you have a process for helping them understand upcoming possible challenges then you can help them be ready for those challenges by having your additional products and services which are actually the solutions!… And, the more solutions you provide the more valuable you are.
In this episode, learn what other successful advisors and agents have done to cross sell to clients and add more value.

The Advisor Solutions Podcast EP 75- Getting Comfortable with Being Uncomfortable

Does the thought of getting out of your comfort zone make you shiver? In other words, being in your comfort zone feels comfortable! If this sounds like you, you are not alone! 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers want to stay in their comfort zone. They never realized that being in their comfort zone is a recipe for staying on the production plateau.
Their short-term comfort causes long-term damage to their success. Ironically, many who are complacent may also want to be more successful. But they need help figuring out how.
You may have heard the saying, "What got you here…won't get you there." And it's true. To get to the next level, you may have to do some things that, right now, seem uncomfortable.
In this episode, learn what other successful advisors and agents have done to get comfortable with being uncomfortable.
 

The Advisor Solutions Podcast EP 74- Realizing the Advisor’s Rejection Spectrum

Do you have a fear of rejection? Do you procrastinate prospecting because you don’t want to get rejected? Or, is it a hit-or-miss scenario and you don’t think you fear rejection but aren’t completely sure?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have some form of fear of rejection. They have never really looked at rejection as being on a spectrum or know where they fall on that rejection spectrum.
Suppose you think of the rejection spectrum on a scale rating from 1-10 (1 being not afraid of rejection and 10 being completely afraid of rejection- to the point that you take rejection personally). Most individuals fall somewhere in the middle or on the higher end. Wherever you fall on the rejection spectrum, it may be for different reasons than your peers.
In this episode, learn what other successful advisors and agents have done to conquer their fear of rejection.

The Advisor Solutions Podcast EP 75- Getting Comfortable with Being Uncomfortable

Does the thought of getting out of your comfort zone make you shiver? In other words, being in your comfort zone feels comfortable! If this sounds like you, you are not alone! 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers want to stay in their comfort zone. They never realized that being in their comfort zone is a recipe for staying on the production plateau.
Their short-term comfort causes long-term damage to their success. Ironically, many who are complacent may also want to be more successful. But they need help figuring out how.
You may have heard the saying, "What got you here…won't get you there." And it's true. To get to the next level, you may have to do some things that, right now, seem uncomfortable.
In this episode, learn what other successful advisors and agents have done to get comfortable with being uncomfortable.
 

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 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!