The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 63- Mastering Your Sales System

Have you mastered your sales system? A better question might be, do you even have a sales system, a systematic way to turn strangers into clients? Well, if you are like most advisors and agents, you don’t! You probably go with the flow and hope for the best. 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 sales. The reason is that they’ve never really learned a step-wise approach to knowing and using the right tools and techniques they need in order to master their sales system. In other words, they are leaving their sales system up to chance because they are “winging it”! And “winging it” doesn’t work!
In this episode, learn tools and techniques to increase your sales skillset to get the most out of every day!

The Advisor Solutions Podcast EP 61- Strategies for Getting Beyond Stress & Burnout

Are you stressed, overwhelmed, and feeling burned out in your business? Does it seem like the more you do, the more still needs to be done? And you can never really catch up?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for mitigating stress and burnout. It is because they’ve never really learned a step-wise approach for identifying when they are feeling stressed and what to do to reduce or eliminate that stress to avoid feeling burned out. 
In other words, they don’t know how to mentally take care of themselves while they are busy taking care of clients and trying to grow their own business.
In this episode, learn strategies for getting beyond stress and burnout to get the most out of every day!

The Advisor Solutions Podcast EP 60- The Focused Advisor

Are you distracted all day, not motivated, and not focused when it comes to your business? Most advisors and agents find it challenging to stay focused and motivated all day, much less all week, month, or year. Does this sound like you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for finding and sustaining focus and motivation. The reason is that they’ve never learned a step-wise approach to sticking to one task at a time. 
In other words, they don’t know how to overcome common focus and motivation challenges with solutions to help them get the most out of their day.
In this episode, learn how to increase your time management skillset to get the most out of each day!

The Advisor Solutions Podcast EP 59- Conquering the Clock

Are you busy all day long or are you productive? We are all given the same amount of time in the day, but what we do with our time can make all of the difference. So, the real question is, do you know how to be productive? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for being productive. The reason is that they’ve never learned a step-wise approach to conquering the clock. In other words, they don’t know how to overcome common time management challenges with solutions that help them to get the most out of their day. 
In this episode, learn how to increase your time management skillset so that you can get the most out of each and every day!

The Advisor Solutions Podcast EP 58- The Secret to Rapidly Building Client Relationships

Do you feel like you have a good relationship with your clients? Or are there some clients that you don’t feel connected to? That’s a tough question to answer. Most advisors and agents don’t know. Does this 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 process for rapidly building client relationships. The reason is that they’ve never really learned a step-wise approach to knowing how to build better relationships with people, much less their clients. 
In this episode, learn how to rapidly build client relations so that you can connect with your client base and maintain them as clients.

The Advisor Solutions Podcast EP 55- The Lost Art of Listening

I’m sure you’ve heard the saying, “People don’t care how much you know, until they know how much you care.” Do you know how to let prospects and clients know how much you care? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agencies have never been taught best practices for how to let prospects and clients know how much they care!
The reason is that they’ve never really learned, what I call, the lost art of listening. There are only two things that you can do during a presentation. You can speak, or you can listen. 
Unfortunately, most advisors and agents are under the misconception that the more they speak, the more the prospect or client will understand. However, to be truly heard, you must first listen. 
In this episode, learn how to let go of people and situations that aren't helping you to reach your goals and focus on what is in your control, so you can enjoy your business again.

The Advisor Solutions Podcast EP 54- Learning to Let Go!

Do you struggle to let go of unhealthy things related to your business? I don’t mean the physical act of letting go but a conscious choice to emotionally let go of worry, doubt, fear, or stress about a situation or even a person.  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for releasing unhealthy things or people that can affect their success.
The reason is that they’ve never learned a step-wise approach for knowing what to do to be able to rid themselves of things that disrupt their momentum.  In addition, they’ve never done a deep dive on the varying aspects of their business, including prospects, clients, staff or colleagues, and/or even their own perspective about rejection that could hold them back.
In this episode, learn to let go of people and situations that aren't helping you to reach your goals and focus on what is in your control to enjoy your business again.

The Advisor Solutions Podcast EP 51- Master Class Group Coaching Program Part 3

Do you have a group of like-minded people you meet with each week to work on tools and techniques to help you reach the next level? Is there a peer or a group of people you can go to with questions or situations that could use a second opinion?  
If you don't, know this… YOU, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have other individuals to help them think through the biggest challenges in their business. You don’t have to “go it alone.” Another option is meeting with a group of your financial advisory peers who want to learn how to build a better business and help each other.
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program (Part III), an ongoing group coaching program that masters one topic each month!

The Advisor Solutions Podcast EP 50- Master Class Group Coaching Program Part 2

Have you ever felt like you come up against the same challenges over and over again? You may have had these challenges for so long that you might think there are no solutions.
If so, know this… YOU, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have others to help them solve some of their biggest business challenges. They don’t because they make the mistake of thinking that some obstacles don’t have solutions. And, they don’t have a place to go to be a part of a like-minded group of advisors and agents who want to help each other succeed!
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program (Part II), an ongoing group coaching program that masters one monthly topic!

The Advisor Solutions Podcast EP 49-The Master Class Group Coaching Program Part 1

Do you ever feel all alone in this business? Sure, you might work in an office full of your peers, but is there anyone who takes the time to help you dig in and reach the next level? And, do they have step-by-step solutions to your real-world challenges? Most likely, you are trying to figure everything out on your own.
 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have others to help them to get them to the next level. You don’t have to “go it alone”- another option is being in a group of like-minded people who want to learn how to build a better business and help each other.
 
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program, an ongoing group coaching program that masters one topic each month!