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Episodes
Tuesday May 30, 2023
Tuesday May 30, 2023
Do you struggle to let go of unhealthy things related to your business? I don’t mean the physical act of letting go but a conscious choice to emotionally let go of worry, doubt, fear, or stress about a situation or even a person.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for releasing unhealthy things or people that can affect their success.
The reason is that they’ve never learned a step-wise approach for knowing what to do to be able to rid themselves of things that disrupt their momentum. In addition, they’ve never done a deep dive on the varying aspects of their business, including prospects, clients, staff or colleagues, and/or even their own perspective about rejection that could hold them back.
In this episode, learn to let go of people and situations that aren't helping you to reach your goals and focus on what is in your control to enjoy your business again.
Tuesday May 23, 2023
Tuesday May 23, 2023
Do you ever feel like your pipeline is stuck? You know why prospects need to take the next step, but for some reason, they don’t seem to have any urgency to want to meet, send you their statements, or even make a decision on the recommendations that you’ve worked so hard on to help them reach their financial goals.
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 creating urgency in their sales pipelines and maintaining momentum!
The reason is that they’ve never really learned the processes to help their prospects want to take the next step. Rather, they accept the prospects’ start-stop mentality as a natural part of the prospecting process as well as thinking that prospecting is purely a numbers game, living by the law of averages in the percentage of people that just won’t take action.
In this episode, learn about how to create a sense of urgency and maintain momentum in your sales pipeline so that you can effortlessly add people to have move them through it.
Tuesday May 16, 2023
Tuesday May 16, 2023
Have you ever thought about investing in a business coach? Maybe you have, but you aren’t sure if it is right for you. Well, ask yourself this…how many Olympic gold medalists have had a coach? That’s right, all of them! And, why is that? It is because athletes from the major to the little leagues know the value of having an experienced professional help them get to the top of their game.
Do you need help understanding how the right business coach can help you get to the top of your game?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t comprehend how having the right business coach can help them find the solutions to their biggest professional challenges.
Instead, they make the mistake of thinking that just getting information will lead to transformation, when what they really need is the right business coach to help them understand the right kind of information.
In this episode, learn about The Advisor Solutions Individual Coaching Program, which focuses on real time solutions to your biggest obstacles!
Tuesday May 09, 2023
Tuesday May 09, 2023
Do you have a group of like-minded people you meet with each week to work on tools and techniques to help you reach the next level? Is there a peer or a group of people you can go to with questions or situations that could use a second opinion?
If you don't, know this… YOU, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have other individuals to help them think through the biggest challenges in their business. You don’t have to “go it alone.” Another option is meeting with a group of your financial advisory peers who want to learn how to build a better business and help each other.
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program (Part III), an ongoing group coaching program that masters one topic each month!
Tuesday May 02, 2023
Tuesday May 02, 2023
Have you ever felt like you come up against the same challenges over and over again? You may have had these challenges for so long that you might think there are no solutions.
If so, know this… YOU, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have others to help them solve some of their biggest business challenges. They don’t because they make the mistake of thinking that some obstacles don’t have solutions. And, they don’t have a place to go to be a part of a like-minded group of advisors and agents who want to help each other succeed!
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program (Part II), an ongoing group coaching program that masters one monthly topic!
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Do you ever feel all alone in this business? Sure, you might work in an office full of your peers, but is there anyone who takes the time to help you dig in and reach the next level? And, do they have step-by-step solutions to your real-world challenges? Most likely, you are trying to figure everything out on your own.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have others to help them to get them to the next level. You don’t have to “go it alone”- another option is being in a group of like-minded people who want to learn how to build a better business and help each other.
In this episode, learn about The Advisor Solutions Master Class Group Coaching Program, an ongoing group coaching program that masters one topic each month!
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
Are you connected to centers of influence? In other words, are there attorneys and accountants that think of you every single time they have a client that could use your help?
Perhaps you have formed a good relationship with one or two of these people who occasionally give you referrals. However, do you have a step-by-step process for connecting with centers of influence so that you can build up a network of people who think of you first?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for connecting with centers of influence. The reason they don’t know it is that they make the mistake of thinking that just knowing a center of influence will be enough to get a steady stream of referrals.
In this episode, learn how to Connect with Centers of Influence, a process for being “The Person” that your connections think of first and every time their clients could use your help!
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
Are you on LinkedIn? Most likely, you are. Most professionals in the financial services and insurance industries have created a LinkedIn profile. However, have you thought about leveraging the power of LinkedIn to use it as a platform to build your business? Most likely, you have not.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for using LinkedIn as a tool to reach the next level in their business! LinkedIn is a great place to add your business history (aka online resume) as it is a platform to connect with target markets.
In this episode, learn how to Leverage the Power of LinkedIn, which is a process for using LinkedIn as a means to connect with your desired demographic as well as for turning strangers into clients and clients into friends.
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
Do you like to network? Do you go to networking events? Do you have a step-by-step process for how to network?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for networking. The reason they don’t is that they make the mistake of thinking that networking is about going to networking events and socializing, but rather, it’s about knowing what to do/say before, during, and following a networking event to attract and convert a target market wanting your help.
In this episode, learn how to Network Your Way to Success, a process for making effortless connections and helping people understand that they have challenges and that you have the solutions.
Tuesday Mar 28, 2023
Tuesday Mar 28, 2023
Do you know how to manage your relationships? I mean your business relationships, the relationships you have with your management, clients, and more importantly yourself! Most likely, you probably have never given it much thought, until now.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for managing their business relationships. The reason they don’t know it is that they are so busy working “IN” their business that they don’t take time to work “ON” their business and they neglect one of the most important facets of the professional world which is how to relate to others.
In this episode, learn how to become better at Relationships Under Management, which is a process to communicate and connect better with others while managing your own emotions so that you can reach the next level in your business!