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Episodes
Tuesday Aug 23, 2022
Tuesday Aug 23, 2022
Do you know exactly what to do the next time you hear an objection? Or, do you find yourself stuck not having a process and not being able to overcome objections?
Most advisors and agents don’t have a process for handling objections. And, they don’t even know it! Or, they don’t want to admit it. However, what if you knew what to say and how to say it when you hear an objection? Would you look forward to getting objections?
In this episode, learn several ways to handle objections that will have a lasting impact on your business!
Tuesday Aug 16, 2022
Tuesday Aug 16, 2022
Do you know exactly how much new business you have in your pipeline? Or, do you “kind of” have an idea of what you might close this month?
Most advisors and agents don’t have an organized sales pipeline that can tell them how many people are in the pipeline, at what stage each person is at in the pipeline and if there are any clogs in their pipeline. In other words, they don’t have, what I call, a New Business Strategy List.
In this episode, learn about a tool that can transform your business by helping you organize, strategize and manage your sales pipeline!
Tuesday Aug 02, 2022
Tuesday Aug 02, 2022
Have you ever felt like what you are experiencing in the industry is unique to you? It can be difficult when your peers and colleagues are not sharing their challenges, mentoring anyone or assisting one another to reach the next level.
Have you ever felt this way?
At some point every advisor and agent feels that they are alone in their struggles. However, what you need to know is that everyone goes through similar obstacles and need solutions.
In this episode, learn what to do to connect with other advisors and agents so you are not feeling isolated or alone!
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
Do you ever wonder what is limiting you most in your business? You might think that it could be the market, the economy or anything else that’s out of your control. From my experience as a professional coach, the number #1 thing that is limiting you, is probably you!
In fact, at some point every advisor and agent feels that what is limiting them most in their business is something outside of themselves. But, what they don’t understand is that everything starts within yourself. If you can learn to break through your limiting belief systems, you can feel more in control on a regular basis.
In this episode, learn how to break through your limiting belief systems and incorporate a stepwise approach that works!
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 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!