The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 83- How to G.R.O.W. Your Business from Within

Do you set business goals at the start of each year only to forget about them by spring? 
What I mean is, that at the end of the year, you have high hopes for reaching the next level in your business. You might create goals and even a business plan, but somewhere along the way, you get busy and a day, a week, or a month goes by, and you realize that you really aren’t any closer to accomplishing your business goals than when you created them. 
Does this sound like you? If so, know this… that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t know what it takes to accomplish their goals on consistently.  The reason is that they have never understood that just writing down goals is merely the first step. What’s equally important is what you do each and every day to consistently take action. The secret to taking action is to know how to grow your business from within.
In this episode, learn what other successful advisors and agents do to set goals and take consistent action!

The Advisor Solutions Podcast EP 82- The Power of Preparation

Do you feel prepared with your business? Do you know what you are going to do today and have you mapped out how you are going to do it? Most likely, you have a general idea of the items you need to do, but you might need systems in place for how you could be most efficient in accomplishing those things.
Most financial advisors, insurance agents, wholesalers, branch managers and agency managers don’t take the time to prepare for the essential things in their business. They don’t because they have never looked at a step-by-step process for each area of their business to identify what’s working, what’s not, and why. In other words, they don’t understand the power of preparation!
In this episode, learn what other successful advisors and agents have done to prepare for success!

The Advisor Solutions Podcast EP 81- How to Easily Transform Your Business!

Do you ever wonder what it takes to make lasting change? Do you understand the areas of your business that need improvement and how to implement changes to transform your business? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to elevate their business. I coach my clients with a step-by-step process for practicing The Principle of Strategic Replacement, a four-step process for getting to the root cause of bad habits and then what it takes to replace bad habits with good ones to create the results in your business that you’ve always wanted!
In this episode, learn what other successful advisors and agents have done so you, too, can take your business to the next level.

The Advisor Solutions Podcast EP 80- Creating an Effective C.O.I. Campaign

Do you ever wonder why some financial advisors and insurance agents easily connect with centers of influence, but it is more challenging for you? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have an effective way to connect with centers of influence. Most have never considered connecting with C.O.I.s as a step-by-step process that can be replicated to gather a steady stream of referrals.
In this episode, learn what other successful advisors and agents have done to create an effective C.O.I. campaign.

The Advisor Solutions Podcast EP 79- Managing Uncertainty

Do you ever wonder what’s next? Will the market pull back again? Will the Fed raise interest rates again? Will inflation keep rising? Will clients keep having concerns? 
How will you manage all of these uncertainties? If you have ever dealt with these issues, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to manage uncertainty.  Most have never looked at a process for expecting the unexpected nor how to manage what they will do in uncertain times.
In this episode, learn what other successful advisors and agents have done to manage uncertainty!

The Advisor Solutions Podcast EP 78- Playing at Peak Performance

Are you playing at the top of your game? Are you running your business at peak performance?  Are you managing your time, prospecting, sales, client servicing, and product knowledge so that you reach a pinnacle of success?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers must perform at peak performance. Most have never looked at specific areas of their business to determine what challenges they have and what solutions they need to get to that next level.
In this episode, learn what other successful advisors and agents have done to play at their peak performance.

The Advisor Solutions Podcast EP 77- How to Create the Ultimate Cross Selling System

Do you feel like you have all of your clients business? Probably not! Instead, you probably feel like you could do additional business with them providing additional products and services but you just don’t know how. If this sounds like you, you are not alone!
Most financial advisor, insurance agent, wholesaler, branch manager and even agency managers have some client that they could do additional business with but they don’t know how. The reason they don’t know it is because they have never really had a process for creating what I call The Ultimate Cross Selling System.
Think of it this way, if your clients have additional challenges in their financial lives, wouldn’t you want to help them? And, what if you had a system to help them before the challenge occurred?
And, that’s why I wanted to do this podcast today. Because I want you to understand that if you have a process for helping them understand upcoming possible challenges then you can help them be ready for those challenges by having your additional products and services which are actually the solutions!… And, the more solutions you provide the more valuable you are.
In this episode, learn what other successful advisors and agents have done to cross sell to clients and add more value.

The Advisor Solutions EP 76- How to Connect with A Negative Client

Are there some clients that you don't connect well with? When they call, you'd rather not pick up?  If this sounds like you, you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have some clients that they just don't connect with. They have never had a process for forging a connection with negative clients.
Think of it this way, clients who are being negative are being negative for a reason. They are worried, concerned, or full of anxiety. It might not have anything to do with you. In fact, it typically has everything to do with how they perceive their situation. All you have to do is help them with their perception.

The Advisor Solutions Podcast EP 75- Getting Comfortable with Being Uncomfortable

Does the thought of getting out of your comfort zone make you shiver? In other words, being in your comfort zone feels comfortable! If this sounds like you, you are not alone! 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers want to stay in their comfort zone. They never realized that being in their comfort zone is a recipe for staying on the production plateau.
Their short-term comfort causes long-term damage to their success. Ironically, many who are complacent may also want to be more successful. But they need help figuring out how.
You may have heard the saying, "What got you here…won't get you there." And it's true. To get to the next level, you may have to do some things that, right now, seem uncomfortable.
In this episode, learn what other successful advisors and agents have done to get comfortable with being uncomfortable.
 

The Advisor Solutions Podcast EP 74- Realizing the Advisor’s Rejection Spectrum

Do you have a fear of rejection? Do you procrastinate prospecting because you don’t want to get rejected? Or, is it a hit-or-miss scenario and you don’t think you fear rejection but aren’t completely sure?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have some form of fear of rejection. They have never really looked at rejection as being on a spectrum or know where they fall on that rejection spectrum.
Suppose you think of the rejection spectrum on a scale rating from 1-10 (1 being not afraid of rejection and 10 being completely afraid of rejection- to the point that you take rejection personally). Most individuals fall somewhere in the middle or on the higher end. Wherever you fall on the rejection spectrum, it may be for different reasons than your peers.
In this episode, learn what other successful advisors and agents have done to conquer their fear of rejection.