The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 48- Connecting with Centers of Influence

Are you connected to centers of influence? In other words, are there attorneys and accountants that think of you every single time they have a client that could use your help? 
Perhaps you have formed a good relationship with one or two of these people who occasionally give you referrals. However, do you have a step-by-step process for connecting with centers of influence so that you can build up a network of people who think of you first?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for connecting with centers of influence. The reason they don’t know it is that they make the mistake of thinking that just knowing a center of influence will be enough to get a steady stream of referrals.
In this episode, learn how to Connect with Centers of Influence, a process for being “The Person” that your connections think of first and every time their clients could use your help!

The Advisor Solutions Podcast EP 47- Leveraging the Power of LinkedIn

Are you on LinkedIn? Most likely, you are. Most professionals in the financial services and insurance industries have created a LinkedIn profile. However, have you thought about leveraging the power of LinkedIn to use it as a platform to build your business? Most likely, you have not.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for using LinkedIn as a tool to reach the next level in their business!  LinkedIn is a great place to add your business history (aka online resume) as it is a platform to connect with target markets. 
In this episode, learn how to Leverage the Power of LinkedIn, which is a process for using LinkedIn as a means to connect with your desired demographic as well as for turning strangers into clients and clients into friends.

The Advisor Solutions Podcast EP 46- Networking Your Way to Success

Do you like to network? Do you go to networking events? Do you have a step-by-step process for how to network? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for networking.  The reason they don’t is that they make the mistake of thinking that networking is about going to networking events and socializing, but rather, it’s about knowing what to do/say before, during, and following a networking event to attract and convert a target market wanting your help.
In this episode, learn how to Network Your Way to Success, a process for making effortless connections and helping people understand that they have challenges and that you have the solutions.

The Advisor Solutions Podcast EP 45- Relationships Under Management

Do you know how to manage your relationships?  I mean your business relationships, the relationships you have with your management, clients, and more importantly yourself! Most likely, you probably have never given it much thought, until now.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for managing their business relationships.  The reason they don’t know it is that they are so busy working “IN” their business that they don’t take time to work “ON” their business and they neglect one of the most important facets of the professional world which is how to relate to others. 
In this episode, learn how to become better at Relationships Under Management, which is a process to communicate and connect better with others while managing your own emotions so that you can reach the next level in your business!  

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!