The Advisor Solutions Podcast

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.

The Advisor Solutions Podcast EP 73- Becoming a Professional Problem Solver

Do prospects view you as a product pusher or a problem solver? It’s a tough question that you may not want to know the answer to.  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for becoming what I call “A Professional Problem Solver.” The reason is that they’ve never really learned a step-wise approach to helping people understand that the prospect has challenges and they (the advisor) have solutions.
Think of it this way, if you are a one-size-fits-all product pusher, you can easily be replaced by clients. But, if you are a trusted advisor, they will never want to replace you. Also, prospects will view you differently, as someone they need because you can solve their problems.
In this episode, learn what other successful advisors have done to change their communication process to create lasting connections.

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 72- 101 ADVISOR SOLUTIONS: A Financial Advisor’s Guide to Strategies that Educate, Motivate & Inspire

Do you need help with challenges in your financial services business that are leaving you frustrated?  Well, I wrote a book about that topic, my inaugural book, 101 ADVISOR SOLUTIONS: A Financial Advisor’s Guide to Strategies that Educate, Motive and Inspire!
Many professional development books about financial services focus on the facets of time management, prospecting, or sales. While these books serve a purpose, if you are looking for specific areas to work on, they often fall short because lasting change requires attention to multiple facets of your business, as they overlap and don’t operate in silos.
101 Advisor Solutions is a curation of short stories about real-world challenges and solutions. It covers eight vital elements of having a financial services industry business.
In this episode, learn about 101 ADVISOR SOLUTIONS and hear about relevant takeaways that could help move your business forward.

The Advisor Solutions Podcast EP 71- The Advisor Solutions Toolbox

Have you ever wondered what your business would be like if you didn’t have resources and tools? Do you ever think about finding resources and tools you don’t have in your toolbox that could take your business to the next level? 
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have the necessary resources and tools to be their most successful selves. 
Why?  Because they haven’t identified challenges in their business and uncovered the right resources and tools that are solutions. Unfortunately, most advisors and agents accept challenges as is.
In this episode, learn what resources and tools other successful advisors have utilized to see a lasting sustainable change in their business practices!

The Advisor Solutions Podcast EP 70- ADVISOR LIFE: A Business Coach’s Collection of Short Stories with Tools, Techniques & Transformational Moments

Are you looking for an excellent book to help you reach the next level in your business? I suggest my latest book, ADVISOR LIFE: A Business Coach’s Collection of Short Stories with Tools, Techniques and Transformational Momentum. Available for purchase October 2023!
Most books about the financial services industry focus on one facet of the business, such as time management, prospecting, or sales. Or, the focus is on one specific topic, such as how to get referrals. 
Advisor Life is unique because it is a curation of short stories about experiences with my clients over my last decade of coaching. They are arranged into three categories: tools, techniques, and transformational moments. 
Why would you want to hear about my second book? If you can understand the backstory of my book, how and why I wrote it, and what other advisors and agents have done to get to the next level, it could offer you takeaways that could help you and your business.
In this episode, learn about ADVISOR LIFE, and listen to how you can get the most out of your business on a daily basis!

The Advisor Solutions Podcast EP 69- Understanding the Standards Circle

Do you know what the first step is to creating success? Do you have a way to do that? Most likely, you don’t!  If so, know this… 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 how to raise their standards. The reason is that they’ve never really learned a step-wise approach to creating lasting change in their business. When you decide to raise your standards, take new actions, and turn those actions into habits, you will inevitably have better results!
The longer you stick to your new standards, the more success you will have. In addition, you will start to form a new identity, which will help you create lasting change. In other words, you won’t want to go back to unsuccessful standards.
In this episode, learn what other successful advisors have done to raise their standards, see lasting change, and make the most out of their business daily!

The Advisor Solutions Podcast EP 68- Strategies for Measuring Success

Do you have a successful business? Do you have a way to measure your success beyond looking at your paycheck? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for measuring success.
They have never learned a step-wise approach to measuring their progress instead of just measuring the ultimate end goal. In other words, if all you focus on is the destination, you won’t enjoy the journey!
Also, you will obtain more success if you measure your milestones than if you don’t. The reason is that it’s easier to hit a milestone than constantly focusing on the end goal. Each milestone you achieve carries with it a new level of confidence that you are moving further toward your destination!  
In this episode, learn what other successful advisors have done to create strategies for measuring their success, establishing milestones, and how they are setting themselves up to extract the most out of their business daily!

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 66- Creating Your Perfect Prospecting Campaign

Are you on a production plateau and need a little nudge to get going? 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 knowing how to kick-start their business, and they don’t even know it! 
The reason they don’t know it is because they’ve never learned how to create the perfect prospecting campaign. They are leaving their business growth up to chance, hoping they reach the next level instead of knowing they will reach the next level!
In this episode, learn what other successful advisors are doing to create the perfect prospecting campaign to get the most out of their business daily!