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Episodes
Tuesday Jan 03, 2023
Tuesday Jan 03, 2023
Have you ever had a challenge in your business that has lasted weeks, months, years or maybe have followed you your entire career? What you need is a “gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.
In this episode, (second in a two-part series) learn how other advisors and agents have applied tools, techniques, strategies and solutions to find success!
Tuesday Dec 27, 2022
Tuesday Dec 27, 2022
Have you ever run into the same business challenge over-and-over again and you just couldn’t get past it? If so, you are on a production plateau and you need some type of tool or technique in your business to create a transformational moment. In other words, you need a “Gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.
In this episode, learn tools, techniques, strategies and solutions that other advisors and agents use to transform their businesses!
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
Do you ever feel like you over-promise and under-deliver when it comes to your client servicing system? Do you have the type of system that turns clients into raving fans? If not, then know this…you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers want to service their clients in the best way possible but most fail to understand the essential “How To's”. Rather, they have a reactive client servicing system that results in interruptions and thus fractured efforts.
In this episode, learn about a process that other advisors and agents apply to create an effective client servicing system!
Tuesday Dec 13, 2022
Tuesday Dec 13, 2022
Do you feel that your business is not as successful as you would like it to be? I’m sure that some areas of your business could be stronger or more streamlined, right? If this sounds like you, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers have areas of their business that could contribute more to their overall success in but many view success as hit-or-miss rather than a process. As a result, they may view facets like conquering the fear of rejection, getting referrals or even closing every prospect they meet, as unobtainable goals.
In this episode, learn about a process that other advisors and agents have implemented to turn their businesses into a success across the board!
Tuesday Dec 06, 2022
Tuesday Dec 06, 2022
How do you define your own success? Most advisors define it by the number of new accounts, assets gathered or gross commissions earned. While these can all be a type of measurement of success it’s not a true measurement. Is the former statement your measuring stick for success? If so, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a process for obtaining and measuring success because they view success as an end result measured by income received.
Is your income the true measurement of your worth? No. it’s not. Just ask your clients. To them the true measurement is the value that you bring to them to achieve their long-term financial goals. The income you receive is merely compensation for your integrity, knowledge and expertise.
In this episode, learn about the value that other advisors and agents have brought to turn their businesses into a success!
Tuesday Nov 29, 2022
Tuesday Nov 29, 2022
It goes without saying if you are in the financial services industry that your business is tethered to the market. When the market is up so is your business but when the market is down, so is your business. It's inevitable. If this sounds like you, then know this… you, are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers, want to grow their business in a Bear Market but don’t because they don’t have a good strategy for doing so. If you are viewing the Bear Market as an obstacle instead of an opportunity you certainly won't reach the next level.
In this episode, learn about a strategic process for building your business in a Bear Market!
This week's podcast covers these three talking points:
Understand My Bear Market Story
5 Steps to Building Your Business in a Bear Market
What Coaching in a Bear Market Can Do For You
Click the button above or via any of the icons below to listen and subscribe to this week's Advisor Solutions Podcast.
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
Do you ask for referrals and get just get a “deer in headlights look” from your clients? Then hear, “I can’t think of anyone but if I do I will let you know.” If this sounds familiar know that you are not alone!
Most advisors and agents want to receive referrals but don’t because they are asking for referrals the wrong way and they don’t even know it because they haven’t learned why clients will give referrals. It’s all about having a client-centered approach and using a dialogue which I refer to as the “Client-Centered Referral Dialogue” to make a robust connection.
In this episode, learn about a strategic process for creating an effective referral system!
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Do most of your second appointments end in closing the sale? Do you have a repeatable process to help prospects want to buy? Or, is it hit-or-miss?
Most financial advisors, insurance agents, wholesalers, branch managers and agency managers are crossing their fingers and hoping to close the sale because they don’t have a system or process for mastering the closing appointment. People hate to be sold to but they love to buy and they will only buy when they understand why it’s important for them to do so.
In this episode, learn a process for mastering the closing appointment!
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
Do a majority of your first appointments just flow? Do they seem like a repeatable process where you sit down with a prospect, who is a stranger and it feels like you’ve known them forever? Or, is it hit-or-miss in that some people you connect with while others you do not?
If so, know this… you, are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers, are hoping to make a connection because they don’t have a formalized process for mastering their first appointments. The reason that they don’t know it is because they have been “winging” the first appointment process. As I said in the previous podcast, “winging it", doesn’t work!
In this episode, learn a process for mastering the first appointment.
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
Do you love prospecting? It doesn’t matter if you are calling your client base to cross-sell or calling strangers to set an appointment, you just love it! Or, do you just tolerate it when you have to, when your pipeline is dry and you are in a state of concern or worse yet panic?
If so, know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers say that they don’t like prospecting because they don’t have a process for making the initial contact. They have been “winging it” for most of their career. Unfortunately, “winging it", doesn’t work!
In this episode, learn a process for mastering the initial contact.