The Advisor Solutions Podcast

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 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!

The Advisor Solutions Podcast EP 65- Building a Positive Business Perspective

Have you ever thought about how your perspective of your business affects your business?
If you view every obstacle as something that is holding you back, then you will most likely be held back from success. However, if you consider every obstacle as an opportunity to build a better business, then obstacles are nothing to fear but something necessary to face to reach the next level.
Now, the real question is, do you have a way to build a positive business perspective? Do you have a way to see the good in every situation?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for knowing what it takes to have a positive state of mind amid adverse events.
They’ve never really learned how to build a more affirming mindset by having a step-by-step process for adopting a positive perspective. Many leave their success up to chance around occurring events instead of viewing those events positively.  This, in addition to knowing how to map out an action plan to get the results they have always wanted!
In this episode, learn what other successful advisors are doing to build a positive perspective and get the most out of their business every day!
 

The Advisor Solutions Podcast EP 64- The Excellent Advisor

Could your business use a little push to get off its production plateau and get you to the next level? In other words, you haven’t reached the pinnacle of your success and you don’t know what to do to get there. 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for reaching the next level. The reason is they have never looked at where they are now and taken the time to learn how to become most productive with their business systems and processes. They are simply leaving their success up to chance, hoping it will just happen one day!
In this episode, learn what other successful advisors are doing to build a better business and get the most out of every day!

The Advisor Solutions Podcast EP 63- Mastering Your Sales System

Have you mastered your sales system? A better question might be, do you even have a sales system, a systematic way to turn strangers into clients? Well, if you are like most advisors and agents, you don’t! You probably go with the flow and hope for the best. Does this sound like you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for sales. The reason is that they’ve never really learned a step-wise approach to knowing and using the right tools and techniques they need in order to master their sales system. In other words, they are leaving their sales system up to chance because they are “winging it”! And “winging it” doesn’t work!
In this episode, learn tools and techniques to increase your sales skillset to get the most out of every day!

The Advisor Solutions Podcast EP 61- Strategies for Getting Beyond Stress & Burnout

Are you stressed, overwhelmed, and feeling burned out in your business? Does it seem like the more you do, the more still needs to be done? And you can never really catch up?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for mitigating stress and burnout. It is because they’ve never really learned a step-wise approach for identifying when they are feeling stressed and what to do to reduce or eliminate that stress to avoid feeling burned out. 
In other words, they don’t know how to mentally take care of themselves while they are busy taking care of clients and trying to grow their own business.
In this episode, learn strategies for getting beyond stress and burnout to get the most out of every day!

The Advisor Solutions Podcast EP 60- The Focused Advisor

Are you distracted all day, not motivated, and not focused when it comes to your business? Most advisors and agents find it challenging to stay focused and motivated all day, much less all week, month, or year. Does this sound like you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for finding and sustaining focus and motivation. The reason is that they’ve never learned a step-wise approach to sticking to one task at a time. 
In other words, they don’t know how to overcome common focus and motivation challenges with solutions to help them get the most out of their day.
In this episode, learn how to increase your time management skillset to get the most out of each day!

The Advisor Solutions Podcast EP 59- Conquering the Clock

Are you busy all day long or are you productive? We are all given the same amount of time in the day, but what we do with our time can make all of the difference. So, the real question is, do you know how to be productive? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for being productive. The reason is that they’ve never learned a step-wise approach to conquering the clock. In other words, they don’t know how to overcome common time management challenges with solutions that help them to get the most out of their day. 
In this episode, learn how to increase your time management skillset so that you can get the most out of each and every day!

The Advisor Solutions Podcast EP 58- The Secret to Rapidly Building Client Relationships

Do you feel like you have a good relationship with your clients? Or are there some clients that you don’t feel connected to? That’s a tough question to answer. Most advisors and agents don’t know. Does this sound like you?
If so, know this… YOU, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a process for rapidly building client relationships. The reason is that they’ve never really learned a step-wise approach to knowing how to build better relationships with people, much less their clients. 
In this episode, learn how to rapidly build client relations so that you can connect with your client base and maintain them as clients.

The Advisor Solutions Podcast EP 55- The Lost Art of Listening

I’m sure you’ve heard the saying, “People don’t care how much you know, until they know how much you care.” Do you know how to let prospects and clients know how much you care? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agencies have never been taught best practices for how to let prospects and clients know how much they care!
The reason is that they’ve never really learned, what I call, the lost art of listening. There are only two things that you can do during a presentation. You can speak, or you can listen. 
Unfortunately, most advisors and agents are under the misconception that the more they speak, the more the prospect or client will understand. However, to be truly heard, you must first listen. 
In this episode, learn how to let go of people and situations that aren't helping you to reach your goals and focus on what is in your control, so you can enjoy your business again.