The Advisor Solutions Podcast

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.

The Advisor Solutions Podcast EP 106- Mastering Your Client's Money Mindset

Do you know your clients well? Sure, you know who they are and what they do. You might even know a lot about their lives and what relationships they care about the most. But do you know what their relationship is with money? Do you know their money mindset? And do you know how to help them have a healthy relationship with money?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how their clients view money. They don’t know it because they have never really learned The Psychology of Money, a fascinating field that explores how our beliefs, emotions, and behaviors around money shape our financial decisions and wealth-building choices. Also, they don’t know their clients' money mindset and personality type.
The role of a financial advisor extends beyond just managing portfolios and providing investment advice. It also involves helping clients develop a healthy relationship with money. This relationship is crucial as it influences financial decisions, impacts financial health, and ultimately shapes the quality of life.
But if you don’t understand the various ways that people relate to money, how they form their mindsets and personalities, or how to help clients have a healthy relationship with money, then you are doing yourself and your clients a disservice. 
This episode shares how successful advisors and agents understand how clients and prospects form a complex relationship with money.

The Advisor Solutions Podcast EP 105- The Advisor's Pipeline Playbook

Picture this, your best friend wants to bet on the football game that you are about to watch with him or her. Neither of you is a fan of either team so it doesn’t matter to you who wins or loses. But you know one thing that your friend does not: one team is known for running elaborate plays while the other doesn’t even have a playbook. Which team will you bet on? I think it’s obvious, the one who is prepared! 
This leads me to the question, do you have a pipeline playbook? Do you know exactly how many people are in your sales pipeline at any given time? Do you have a strategy (or a play) for systematically adding people to the pipeline and moving each person to the next step?
Do you have a strategy (or play) for every type of tactical situation that could happen in each stage of the pipeline? Do you know what clogs are in the pipeline and how to unclog them? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a pipeline playbook! This is because they have never viewed “Building a Pipeline Playbook” as a stepwise process for knowing what to do in every possible situation and how to have a strategy to put people into and through the pipeline.
This episode shares how successful advisors and agents can utilize a stepwise approach to understanding, creating, and maintaining a sales pipeline by having a pipeline playbook.

The Advisor Solutions Podcast EP 104- Beyond the Production Plateau

Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or on a production plateau. And two out of three aren’t good! The big question is, do you know how to get beyond a production plateau?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a step-by-step method for getting to the next level with their businesses. The reason is that they have never really viewed getting beyond a production plateau as a stepwise process that you can do over and over again.
In addition, have you ever heard the saying, “What got you here, won’t get you there”? Unfortunately, that is true when it comes to kickstarting your business, and here is what I mean: To get to the next level, most likely, you need to do some things you’ve never done before. In other words, prospecting the way you did when you were a rookie is not the best strategy if you are now a veteran.
This episode shares how successful advisors and agents learn a stepwise approach to getting to the next level with their business.

The Advisor Solutions Podcast EP 103- The Valued Advisor

Do you know your value? Sure, you might say that your value is your expertise or your product knowledge and how your products and services can help prospects and clients. But isn’t that what everyone would say about their value? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand their real value or how to express it to others! The reason is that they have never really viewed the topic of their value as something that they need to understand fully. The importance of knowing your value and articulating it to clients and prospects is to convey confidence in using your services over using someone else! 
Have you ever heard the saying, “Price is what you pay, value is what you get!”?
Do you know who said that? It was Warren Buffet! Ad, what he was talking about was buying stock. What I’m talking about is helping you become known as a valued advisor.
This episode shares how successful advisors and agents should know their value, show it, and communicate it!

The Advisor Solutions Podcast EP 101- The Best of The Best Podcasts: Part II

Have you ever wondered what your peers and colleagues struggle with the most? Often, advisors and agents are so busy growing, running, and maintaining their businesses that they don’t take the time to see what others are doing and learn from them. Interestingly, all advisors and agents have challenges and need solutions.
In last week’s episode, I mentioned that was my one-hundredth edition of the Advisor Solutions Podcast!
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope these podcasts have helped you as much as other advisors and agents I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the second in a two-part series where I share some excerpts from the ten most downloaded episodes with you.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!

The Advisor Solutions Podcast EP 100- The Best of The Best Podcasts

What do you think of when you see the number #100? Some people might think of a birthday milestone. Others might think of an income goal related to the number.  For me, the number #100 relates to what you are reading about or listening to today, my one-hundredth episode of the Advisor Solutions Podcast.
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope that these podcasts have helped you as much as it has other advisors and agents that I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the first in a two-part series where I’ll share with you the ten most downloaded episodes.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!

The Advisor Solutions Podcast EP 99- From Beyond the Logo to Building a Brand

I’m sure you’ve heard the old saying, “You never get a second chance to make a first impression.” However, have you considered when that first impression is? Maybe it’s before you ever meet that person. Some people might hear about you or read about you before you speak with them. And, if that’s the case, do you know if you have a good reputation or brand? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand the value of their brand. They have never really viewed building a business brand as something that speaks volumes about their business when they are not around.
Your brand is not just about having a catchy logo or a clever slogan. It’s a journey that involves creating a unique identity, adding meaning to your brand, creating the right emotions, and nurturing lasting relationships so your target market knows what you can do for them.
This episode teaches how successful advisors and agents go beyond their logo to brand-building!

The Advisor Solutions Podcast EP 97- The 7 Steps to Building Business Resilience

Are you on an emotional roller coaster? Do you find it challenging to regulate your emotions when faced with a volatile market, client concerns, compliance, or any other kind of adversity? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers are on an emotional roller coaster ride, depending on what is happening at any given moment, because they haven’t learned a step-by-step process for building emotional resilience in their business. Most individuals don’t understand that resilience isn’t just about surviving—it’s about thriving in an ever-changing financial landscape.
When your livelihood depends on you being a pillar of stability for others in the midst of chaos, learning strategies to emotionally bounce back is a must. Many people don’t realize how important it is or don't have the tools or techniques to become more resilient.
This episode teaches how successful advisors and agents use The 7 Steps to Building Business Resilience to succeed!