The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 120- Building Your Podcast Library

Have you ever wondered how successful advisors, agents, and wholesalers consistently achieve success? Is it luck or is there a strategic process behind it? If you guessed it’s all about having a strategy, you’re absolutely right!
Here’s the real question: Do you have a strategy for success? And are you learning from others to avoid reinventing the wheel? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers overlook one of the most valuable resources for taking their business to the next level: building a podcast library.
Podcasts offer a treasure trove of insights, advice, and real-life success stories that can help you navigate the complexities of your business. You can learn from my twenty years of coaching advisors, agents, and wholesalers by tuning into The Advisor Solutions Podcast. You can also learn from your peers by hearing stories about those who have faced many of the same challenges you have but have learned the solutions to overcome them; this not only saves you time but also provides you with proven strategies to take your business to the next level!
This episode shares practical strategies that successful advisors and agents have used to build their podcast library. These are not just theoretical concepts but actionable steps you can implement in your practice

The Advisor Solution Podcast EP 119- Building Your Success Library

Do you have a “success” library? Do you have a collection of books, audios, podcasts, or other media that you can reference to help you create more success in your business and your life? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t consistently feed their minds with the information they need to reach the level of success that they want! They have never viewed having a “success” library as a process of learning from others, so they find solutions to the challenges they have in their business and life.
It’s important to feed your mind. Just like your body needs the right food to stay healthy, your mind needs the right type of information to be healthy as well. If you feed your mind with negative things, such as only watching the news, you most likely will have a negative attitude about life, and that can spill over into your business as well.
This episode shares practical strategies that successful advisors and agents have learned from others to reach the next level in their business. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 118- Mastering the Art of Delegation

Have you ever heard the saying, “If you want something done right, do it yourself.”?  Well, that might be true for some things in your business, but if you find yourself stressed out much of the time, it’s most likely because you are doing too many things yourself and that’s a recipe for burnout! 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t master the art of delegation! They don’t take the time to look at it as a way to decrease stress and increase enjoyment in their business. As a result, they don’t have a process for what to delegate and how much they are willing to delegate so they can get their time back.
Remember, the key to advancing in your business is not always doing more but doing the right things. By understanding what to delegate and how to delegate, you can scale your business without overburdening yourself. The secret to success is not working longer hours but working smarter and focusing on the tasks you love!  
This episode shares practical strategies that successful advisors and agents have used to create various levels of delegation depending on the task and the team members' competencies. These are not just theoretical concepts but actionable steps you can implement in your practice.
 

The Advisor Solutions Podcast EP 117- Top 5 Myths of Prospecting Procrastination

Have you ever heard the saying, “I do my work at the same time each day, unfortunately, it’s always at the last minute.” When it comes to prospecting, do you find this is your motto? There will always be a reason to procrastinate when it comes to prospecting until you eventually feel like you don’t have any more time to put it off. Can you relate to this? If so, know that you are not alone!  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to continue taking action regarding prospecting! They don’t know because they have never viewed the topic of “prospecting procrastination” as a learned behavior or a series of myths they buy into to avoid prospecting, which they think will be painful. 
Your mind will tell you whatever it needs to avoid a painful situation. The problem is that if you avoid prospecting long enough, you will soon find that you don’t have a sales pipeline, and that’s even more painful in the long run. Also, prospecting only seems painful because you are buying into all of those myths or things you tell yourself that are not valid!
This episode shares practical strategies that successful advisors and agents have used to break through prospecting procrastination myths to be more motivated to prospect. These are not just theoretical concepts but actionable steps you can implement in your practice.
 

The Advisor Solutions Podcast EP 116- Creating a Positive Prospecting Attitude

Do you have a positive attitude about prospecting? Are you excited about bringing the next prospect into your pipeline, or do you dread the entire process? If you relate to the latter, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to be successful at prospecting, a positive attitude. Creating a positive prospecting attitude allows you to be fully engaged and enjoy prospecting to the point where you can’t wait to add another prospect through the pipeline.
You see, everything begins between your ears. I can teach you all the tools, techniques, strategies, and solutions to put people into and move through the pipeline, but if you don’t have any desire to prospect, you simply won’t. And that desire comes from having a positive attitude about prospecting.
This episode shares practical strategies that successful advisors and agents have used to create a positive prospecting attitude and build mental strength. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 111- Creating the Ultimate Experience

Do you ever think about your business as a journey of experiences? From the day you started your business to today, you have been on a journey to build, grow, maintain, and run your business. Each part of the journey has been an experience—whether it’s prospecting, client servicing, managing staff, managing upper management, or even managing yourself, you’ve created different experiences.
The big question is, have you created the ultimate experience for prospects, clients, staff, management, and yourself? Or are you busy in your business and haven’t given the journey, and the experience you and other people are having any thought?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to enjoy the journey, much less create positive experiences for themselves or others! They don’t understand the process of making their business, their lives, and the lives of everyone around them better. As a result, they keep doing the same things and having experiences that are not fulfilling.
This episode shares how successful advisors and agents learn how to identify experiences to make your business more enjoyable!
 

The Advisor Solutions Podcast EP 110- Finding Your Business Red Flags

Do you want to get to the next level with your business, but you are unsure how? The answer might lie in finding your business's red flags. You probably have a number of red flags or clear warning signs of danger in your business that are holding you back from reaching the next level of success. But, if you don’t know what they are, then you will never be able to overcome them.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to unearth their business red flags! They don’t have a way to identify what is holding them back much less a way to overcome it. As a result, they keep doing the same things and they just think that it’s normal that they are supposed to have these challenges.
This episode shares how successful advisors and agents learn strategies to identify and overcome red flags.

The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

Do you want to work harder or work smarter in your business? I think we all want to work smarter! The bigger question is, do you know how to work smarter? Do you have proven strategies that have worked for successful advisors and agents that work for you? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have specific strategies for working smarter in their businesses. They are so busy working “IN” their business that they don’t take the time to work “ON” their business. As a result, they keep doing the same things that they have always done.
In order to get to the next level, they feel like they have to just keep doing more of what they are doing. The problem with this type of mentality is that it just means working harder and not smarter!
This episode shares how successful advisors and agents learn strategies to work smarter in their businesses.
 

The Advisor Solutions Podcast EP 108- Strategies To Scale Your Business

Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a method for scaling their businesses. They have never realized that specific strategies can create scalability. To effectively scale your business, you need the right people, products, technology, and systems in place to create the growth you want without chaos or overwhelm.
Your scalability is your ability to maintain a good performance as your business grows. You want to be scalable because it means you have the ability to attract the right talent, clients, and eventually buyer(s) for your business when you decide to retire.

The Advisor Solutions Podcast EP 107- Building Your Business Storybook

Do you like a good story? Most people do! But, do you feel that you can tell a good story? Do you have a framework for telling stories that can capture your prospect’s or client’s attention, pull them into the story, and help them understand what they need to do in order to be the hero of their own story? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how to create a great story much less compile an entire storybook that they can utilize. The reason is that they have never viewed the topics of stories and storytelling as a process for adding value and helping prospects/clients understand what the advisor knows which are the solutions to challenges that prospects/clients need in order to obtain their financial goals. The best way to do that is to have an architecture for telling stories to position the advisor as the guide and the prospect or client as the hero!
This week’s episode shares how successful advisors and agents use a specific story telling framework to connect with prospects and clients to build a business storybook.