The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 10- The Advisor’s Evolution

Have you ever wondered why some advisors and agents create very successful businesses, while other advisors and agents never get past the survival stage and they wash out of the business?
Is success about luck? Or, timing?  Or, a mix of many things? Maybe you are not sure.
Many advisors and agents have felt this way, that they don’t really know what it takes to evolve over the span of a career to have the most successful business possible.
In this episode, learn how to find your way by incorporating techniques that work!

The Advisor Solutions Podcast EP 98- The Art of Managing Emotional Client Behavior

Do your clients always seem to be on an emotional roller coaster ride? When the market is up, they are happy and sometimes greedy, but when the market is down, they are concerned, fearful, and maybe anxious. As financial advisors, understanding and managing these emotions are critical for maintaining long-term client relationships. 
Most financial advisors ride the ups and downs of the emotional roller coaster along with their clients. The reason is that they have never realized that there is an art to managing clients when their emotions are tethered to the market.
You see, money can be a very emotional subject for a lot of people. And, when the market is volatile, emotions such as fear, panic, greed, euphoria, anxiety, uncertainty, and loss aversion can become everyday occurrences that financial advisors face. It’s not just financial advisors and their clients that have to face this type of emotional turbulence. In fact, when insurance agents are faced with increasing premiums, their clients get very emotional as well. And, when wholesalers call on advisors and agents, they feel the effects of what the advisors and agents are going through. 
This episode teaches how successful advisors and agents can manage emotional client behaviors!
 

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 136- Managing Your Business During Market Volatility

Does it feel like your clients are on an emotional roller coaster whenever the market experiences a significant pullback? Do you find yourself receiving more calls from concerned clients? If so, you're not alone.
All financial advisors will experience market volatility at some point in their careers. The longer the market remains volatile, the more some clients become anxious. When this happens, most financial advisors reactively manage client concerns. As a result, they feel emotionally drained from constant interruptions by the end of the day.
In this episode, we’ll share practical strategies that successful advisors use to manage their business during market volatility. These aren’t just theoretical ideas—they’re actionable steps you can implement immediately to help you achieve your business goals.

The Advisor Solutions Podcast EP 67: Creating Your Business Comeback

Is your business in a slump or spiraling downward, and you don’t know what to do? If so, know that 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 creating a comeback in their business.
They have never learned a step-wise approach to getting past the emotional impact of what is happening to know what to do to pick themselves up. In other words, they don’t know how to mentally prepare to have a business breakthrough when they are in the midst of a business breakdown!
In this episode, learn what other successful advisors have done to create their own business turnaround and how they are getting the most out of their business daily! 
 

The Advisor Solutions Podcast EP 115- Unclogging the Pipeline: Part IV

Do you ever have a client that you really like? You click with them, and it feels like you’ve been an old friend for years. And, you’d like to have more clients just like them.
So, you muster up the courage and say, “I love to work with people like you. Who do you know that I could introduce myself to?” The client instantly looks shocked and replies, “I can’t think of anyone, but if I do, I will let you know.” The problem is, they never let you know. 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 have a systematic way of attracting referrals! They don’t take the time to understand each of the possible challenges that can clog the attracting referrals section of the pipeline, nor the solutions to tackle those obstacles. As a result, they go into the referral conversation with an advisor’s perspective rather than a client’s view. 
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline when requesting referrals. These are not just theoretical concepts, but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 114- Unclogging the Pipeline: Part III

Do you ever have a closing appointment with a prospect and are so excited to explain your recommendations that you can’t wait to begin telling them what they are? You start with some small talk but quickly turn the conversation towards what you want them to do. And, the next thing you know, you’ve explained all of the features and benefits, so you ask for the order only to find that they need to “think about it” or “talk to their spouse.” 
Then, they leave your office, and when you follow up with a phone call, unfortunately, they either say they are still “thinking about it” or they don’t even pick up the phone, much less call you back! Can you relate to this?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way of closing an appointment! They don’t take the time to understand each of the possible challenges that can clog the closing appointment section of the pipeline or the solutions to tackle those obstacles. As a result, they go into the closing appointment, telling (or selling) to the prospect instead of helping them want to buy.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline with a Closing Appointment. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 113- Unclogging the Pipeline: Part II

Do you ever have a first appointment with a new prospect only to realize later that it was also a last appointment? The prospect didn’t want to meet again to hear your recommendations. Instead, they said they needed to speak to their spouse first or check their calendar. In reality, they didn’t see the value in meeting again, and when you followed up, they never returned your calls. 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 have a systematic way of connecting with a prospect during the first appointment! They don’t take the time to understand each of the possible challenges that can clog the first appointment section of the pipeline, nor the solutions to tackle those obstacles. As a result, they go into the first appointment telling prospects about themselves rather than taking time to ask about the prospect.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline with the First Appointment. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 112- Unclogging the Pipeline: Part I

Do you ever wonder why some people seem to grow their business year after year while others might be stuck on a production plateau? It could be as simple as them knowing one thing you don’t know: how to unclog the pipeline. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way to unclog their sales pipeline. They don’t take the time to understand each of the possible challenges that can clog the pipeline or the solutions that exist. As a result, they slow down or stop prospecting altogether, hoping they get an occasional referral or have an occasional client add additional assets.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline in Stage #1: The Initial Contact. These are not just theoretical concepts but actionable steps you can implement in your practice.

The Advisor Solutions Podcast EP 129- How To Conquer Call Reluctance

Have you ever sat down, grabbed the phone to start prospecting, and hesitated to dial because you were unsure of how individuals might respond or even worried about what to say? Or maybe, you've thought about all the potential objections a prospect could throw at you and wondered if reaching out is even worth the risk. In either case, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers, at some point in their careers, face the biggest challenge when it comes to making calls, which is called reluctance!
The secret to conquering call reluctance is to know that it is common but entirely conquerable. You just need a proven process!
This episode shares practical strategies successful advisors and agents have used to overcome call reluctance. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.