The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 126- Building Your Work-Life Balance

Do you ever feel like your life is out of balance? Do you find that you spend so much time on your business that the rest of your life, such as time and focus on family, friends, and even hobbies, seems to take a back seat? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to balance out their business and personal lives. They have never viewed the topic of building work/life balance as something essential to achieving overall success. As a result, many eventually burn out.
This episode shares practical strategies that successful advisors and agents have used to find work/life balance. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 125- Attracting Your Ideal Clients

Are you consistently attracting ideal clients? Do you have a system to get in front of your target market or, even more importantly, someone who could be an “A-Client”? If not, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for consistently attracting their ideal clients. Unfortunately, they have never learned a step-wise approach to being able to identify, much less attract, the type of clients that they have always wanted. Instead, they typically utilize a hit-or-miss approach to building and growing their client base. As a result, they have fewer ideal clients than they would like.
This episode shares practical strategies successful advisors and agents have used to attract ideal clients. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 124- Finding the Fun in Your Business

I’m sure you’ve heard the old saying, “Time flies when you are having fun,” but have you ever thought about why it flies so quickly? Do you know what it takes to enjoy your business and what you do nearly every day? Do you know what energizes you about what you do professionally?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to consistently experience fun while working in and on their business.
You see, when you love what you do, it no longer feels like work. Rather, it feels more like a hobby. And, at the end of the day, you don’t feel drained but energized.
This episode shares practical strategies successful advisors and agents have used to identify what brings them joy in their business. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 122- Building Your Business Confidence

Are you confident in your business? Are you confident that your business is optimized and that you are running it in the most efficient and effective ways possible? If not, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers lack confidence in some facet of their business. The reason is that they’ve never learned a step-by-step approach to increasing their confidence level. Rather, they focus on aspects of their business that are already working and neglect or avoid elements of their business that are not.
Unfortunately, having this philosophy will eventually catch up to you. Why not learn how to boost your confidence and address these issues head-on?
This episode shares practical strategies successful advisors and agents have used to build their business confidence. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 121- Bouncing Back from Burnout

Are you feeling burned out in your business? Does it seem like the more you do, the more still needs to be done and it feels like you can never catch up? Or maybe you are already burned out and have no idea how to bounce back. Does this sound like you? If so, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for rebounding from burnout. The reason is that they’ve never learned a step-by-step approach to recovering from burnout when they experience it. Rather, they take a vacation and come back to the same chaos, repeating the cycle.
At the end of the day, you are going to feel drained or you are going to feel energized. Of the two, which one would you prefer? If you answered "feel energized," then you know that having a process to achieve that would be a game changer!
This episode shares practical strategies that successful advisors and agents have used to bounce back from burnout. These are not just theoretical concepts but actionable steps you can implement in your practice.

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.