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Episodes
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
As an advisor or agent, you are an expert in the financial service industry. You probably have a very professional way of putting together your investment and insurance recommendations and don't wing things when it comes to your clients.
When you think about prospecting…do you treat prospecting like a prepared professional? Or, do you treat prospecting as a hobby, something you do whenever you feel like it? You would be amazed at how many professionals procrastinate when it comes to prospecting. So, if you treat prospecting more like a hobby, know this… YOU are not alone!
In this episode, learn how to overcome this challenge and incorporate systems that work to help guide you through the prospecting pipeline.
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
Do you ever feel like you are overworked and stressed out? Could you use a vacation? Do you feel like you would like to take one, but you just don’t know if you should take the time away? Or maybe you feel like you can’t take one because the market is down, you don’t want to leave clients and/or spend the money.
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with balancing their vocation with vacation time.
In this week's episode, learn how to overcome this obstacle and incorporate systems that can help you find balance with work and life!
Tuesday Jun 28, 2022
Tuesday Jun 28, 2022
Do you ever feel like you are overworked, overwhelmed and just drained at the end of the day?
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with creating and maintaining healthy business boundaries.
Learn how to overcome this challenge and incorporate systems that work in this week's episode!
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
Do you feel like a deer in headlights when the market pulls back? Or, if you are on the insurance side of the business maybe you feel this way when premiums increase because you know you are going to get clients calling asking why.
If either scenario sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with being proactive in a reactive environment because they don’t have a process for taking action.
Learn how to overcome this status and incorporate systems that work in this week's episode!
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Do you feel like you don’t have enough time in the day? You start your day, get busy including putting out some fires and before you know it the day is done.
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with mastering time management because they don’t have the right systems in place. Learn how to overcome this challenge and incorporate systems that work in this week's episode!
Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
Do you feel unmotivated in your business? And, when you do find motivation, it doesn’t last long? If so, know that you are not alone. Most advisors and agents at one time or another have similar experiences. Learn how to overcome this challenge in this week's episode!
Tuesday May 31, 2022
Tuesday May 31, 2022
Do you have a fear of rejection? Do you find yourself procrastinating when it comes to prospecting? Because, well let's face it...maybe you just don't want to get rejected anymore!
If so, know this that you are not alone.
Most financial advisors and insurance agents have some form of the fear of rejection, and they don't even know it. Or they don't want to admit it!
This episode will give you proven ways on how to conquer the fear of rejection once and for all!
Tuesday May 24, 2022
Tuesday May 24, 2022
Are you on an emotional roller coaster ride? One month you are up and the next you are down! Or maybe it's week to week? For some financial advisors and insurance agents it could be day to day and for others it might even be hour to hour!
So, what do you do?
Well, you have two choices. First, you could keep doing what you are doing and stay on that emotional roller coaster ride. Or second you could master your mindset so that you are not on that emotional roller coaster ride throughout your entire career!
So, if you want to get off that emotional roller coaster ride then listen to this podcast!
Tuesday May 17, 2022
Tuesday May 17, 2022
Picture being in your parent's car at 3 years old and you drive under a green light. You notice the color green, but you don’t know what it means. But your parents know! They know that green means go, yellow means yield, and red means stop. You don’t find that out for a year later. That’s what I refer to as a GREEN LIGHT MOMENT-it’s a moment where something happens, and you know exactly what to do…
What if there are several GREENLIGHT MOMENTS in your business and you have no idea when to look for them, what they are and how to respond? Well, now you will!
Tuesday May 03, 2022
Tuesday May 03, 2022
Are you on a production plateau?
Most advisors and agents are. In fact, at some point in every financial advisor, insurance agent, wholesaler, branch manager and even agency managers career they hit a production plateau. I KNOW, I’VE COACHED THEM ALL!
So, what do you do?
You could get a coach! However, the real question is if you had all the tips, tools, techniques, strategies and solutions, would you apply them? In other words, ARE. YOU. COACHABLE?
That's what you will find out in this podcast-are you coachable?