The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 102- Mapping, Measuring & Mastering Milestones

How do you measure success in your business? Do you measure it only by one set of measurements, accomplishing goals? For example, the goal is to gather twenty-four million in new assets in a year. If you achieve it, you succeed, but if you don’t, you fail. It seems pretty straightforward. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers measure success in only one way- accomplishing the goal! And, as strange as this might sound, it’s actually the wrong way! The reason is that it’s not only the destination that should be reached to succeed but the many milestones along the way that must be celebrated to also enjoy the journey!
If you don’t accomplish milestones along the way and don’t view the milestones as “mini-wins,” then you won’t put much value on those milestones. If you don’t place value on those milestones, then you probably don’t care about them because you aren’t evaluating and measuring each step along the way to see if they are fruitful. If you don’t set and reward yourself for milestones set and reached, the by-product at the end of the year is most likely far less success.  You have to put in the work, evaluate as you go, and tweak the process until you reach your goal(s).
This episode shares with you how successful advisors and agents map out, measure, and master milestones!

The Advisor Solutions Podcast EP 34- Building Your Business Blueprint

Have you ever created a business plan in January only to realize that you aren’t following it by March or April? Does this sound familiar? If so, 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 to the next level. They start out the year with their business plans with the best of intentions, only to get sidetracked with the day-to-day operations which leave those plans unattended and ultimately unfulfilled.
In this episode, learn a process to go beyond the standard business plan to using a business blueprint to create a record year!

The Advisor Solutions Podcast EP 86- The Reality of Creating a Record Setting Year

Do you know what it takes to create a record setting year? You might be thinking that it’s simple- if I do more, I will get better results. 
The problem with that is, that you’re just working harder.  In order to create a record setting year, you have to know how to work smarter. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have processes and systems to create a record-setting year. 
There are fundamental things that you have to do in order to reach the next level, and just working harder won’t get you there. In fact, if you work twice as hard, you will probably get burned out! 
What if you worked twice as smart? What if you had the motivation to apply new processes daily and got better results? In other words, you’re not reinventing the wheel but are applying what other advisors and agents have done that works! What if you tracked your actions and your results for an entire year? Would you have a higher probability of having a recorded setting year? Absolutely!
In this episode, learn what other successful advisors and agents do to uplevel their businesses, year after year!

The Advisor Solutions Podcast EP 88- Mastering Your Morning Rituals

Do you have a well-thought-out strategy to start your day off right? Like many, you might not. Instead, you probably have morning routines on auto-pilot, like making your bed, brushing your teeth, and running out the door with a cup of coffee in your hand, ready to battle morning rush hour traffic. If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know the secret to get the most out of their day. The reason is that they have never really learned what successful advisors and agents do each morning before work to start their day off right with morning rituals. 
Morning rituals can set the tone for the rest of the day. And, when done over time, they can have a lasting positive impact, including reduced stress, mental clarity, and energy!
In this episode, learn what successful advisors and agents do to create, implement, and master their morning rituals!

The Advisor Solutions Podcast EP 131- The 7 Habits of Highly Successful Advisors

Have you ever wondered how successful advisors keep reaching the next level? Some people might say that it is just luck, while others might say it’s about skill. I believe that it really comes down to one simple but powerful thing that they apply each and every day. It’s all about having efficient and productive business habits! You see, those who are successful seem to have daily habits that continue to create more success, while those who have bad habits tend to stay on a production plateau.
Now, the real question is, do you feel like you are stuck on a production plateau? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have business habits that lead to successful outcomes. They typically don’t understand the power that habits can play in their day-to-day lives. Rather, they are conditioned to continue applying the same bad habits, which keep them on a production plateau.
This episode shares practical strategies successful advisors and agents have used to create business habits that are fruitful. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.

The Advisor Solutions Podcast EP 130- How to Finish the Year out Strong

Do you feel a little lost in your business during the holiday season? We all know that the time between Thanksgiving and New Year's is often a blur.  Then it’s January, and you have to play catch up, as most likely, the past six weeks haven’t proven productive.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to finish a year out strong. They have never thought about this time of the year as an opportunity to learn from the past, take action in the present and prepare for the future. Why not have a strategic plan to make the most of the holiday season and go into the new year knowing you did everything you could?
This episode shares practical strategies successful advisors and agents have used to have an effective business during the holiday season. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.

The Advisor Solutions Podcast EP 139- Developing Effective Team Dynamics

Have you ever had a team that just didn’t click? Where communication was poor, roles were unclear, and productivity suffered, no matter how hard you tried to manage it all? If so, you’re not alone.
Many financial advisors, insurance agents, branch managers, and agency managers struggle with team dynamics without even realizing it. Poor team chemistry doesn’t just slow down your business—it can prevent it from reaching its full potential. Without the proper structure, communication, and leadership, even a great team can quickly become dysfunctional.
But here’s the good news: There IS a better way!
 In this episode, I explore key elements that drive healthy, productive team dynamics and show you how to build a team that supports your growth, frees your time, and makes your business easier to run.
These aren’t just big ideas—these are practical, real-world strategies you can implement immediately to transform your team’s performance.

The Advisor Solutions Podcast EP 147- Looking for the Leverage

Have you ever walked into a prospect or client appointment needing someone to take action… only to walk out feeling like you pushed too hard or missed the moment, because the action you wanted didn't occur?
That’s not just a frustrating meeting, it’s a sign your appointment wasn't focused in the right direction.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers struggle with stalled conversations because they focus too much on what they want. What really creates momentum is understanding what the other person wants. In other words, you need to start Looking for Leverage—the emotional, logical, or practical reason that makes them want to move forward. And, design your appointment around that!
In this episode, you’ll learn how to shift your mindset, uncover what truly motivates people, and design conversations around what benefits them, and not your agenda. If you're ready to reduce resistance, build stronger connections, and create more momentum, this episode will show you how to make every conversation count.

The Advisor Solutions Podcast EP 146- The Art of Creating Client Urgency

Have you ever left multiple voicemails, sent follow-up emails, or even texted a client only to hear nothing back for days or weeks? You like the client, but you don’t like the situation. They don’t seem to understand the urgency!
That’s not just a communication gap; it’s what I call The Response Gap, which is the lag between your request and your client’s action.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers are unaware that they’re dealing with it. Instead of addressing the cause, they send another reminder or hope the client eventually responds. But the key isn’t following up more; rather, it’s following up with a smarter, proven framework that motivates clients to take action now.
In this episode, you’ll learn how to close The Response Gap, build The Urgency Framework, and use The Curiosity Message to re-engage clients faster and keep your servicing process flowing smoothly.

The Advisor Solutions Podcast EP 145- Breaking Through the Top 5 Business Bottlenecks

Have you ever had one of those days where everything seems to go wrong? You sit down ready to work, but your day gets hijacked by emails, phone calls, client interruptions, and tasks you didn’t plan for, leaving you feeling exhausted and unproductive. And, the rest of the week continues the same way?
That’s not just a bad week; it's a sign that you have business bottlenecks.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t even realize they’re stuck; they think it’s normal. And, instead of addressing the root cause, they try to power through by working harder. But the key isn’t working more; it’s working smarter, so your business flows with more clarity, consistency, and control.
In this episode, you’ll learn how to recognize the most common business bottlenecks, apply the right tools and techniques to break through them, hear advisor success stories, and create the momentum your business needs to thrive!