The Advisor Solutions Podcast

The Advisor Solutions Podcast EP 90- The 7 Skill Sets to Become an Effective Leader

Do you consider yourself an effective leader? Whether you’re responsible for leading your clients, an assistant, a staff member, an entire team, a branch, or region, having the skill sets to be an effective leader is important because it not only makes you more productive but it also has a positive effect on others.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t understand the importance of being an effective leader! The reason is that they have never viewed the topic of leadership and how to become an effective leader as a set of skill sets that you can sharpen at any time.  
In this episode, learn what successful advisors and agents do to bring their skill sets around effective leadership into stronger focus.

The Advisor Solutions Podcast EP 89- Designing Your Ultimate Business Day

Do you control your day or does your day control you? One way to answer that question is to think about your average day at the office.  Did it go something like this?  You arrive, grab a cup of coffee, read emails, listen to voicemails, call clients back, get ready for a meeting, get interrupted, put out that fire, go back to what you were doing, and then get sidetracked by the next interruption!
Does this sound like your average day? If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a way to design their ultimate business day. The reason is that they have never had a process for creating, implementing, and achieving their ultimate business day.  You need to start with the end goal in mind: how not just to be busy, but productive. 
In this episode, learn what successful advisors and agents do to be in control of their day, achieve better results, and avoid business burnout!

The Advisor Solutions Podcast EP 87- The Advisor’s Edge

Do you have an edge over your competition? 
What sets you apart if you and your competition have the same target market, same products, and same fees? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a way to create an edge over their competition. They don’t because they have never really learned what prospects and clients want, and what they want is…a connection.
They want to feel connected to you more than they do to their current advisor or agent. They want to know they can trust you and that you have their best interest at heart. And, they want to start feeling this way the first time you speak with them.
In this episode, learn about The Advisor’s Edge Worksheet, a tool successful advisors and agents use to make effortless connections with clients!

The Advisor Solutions Podcast EP 85- The Flipside of Foolish: Part II

Do you take time to prepare for your meetings? If you are meeting with a prospect or a meeting with a client, do you prepare your recommendations? 
When was the last time you prepared what you will say and how you will say it?  Do you practice that preparation to make effortless connections with them?  Most likely, you don’t!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to work on their people skills. The reason is that they are so busy working “IN” their business that they don’t take the time to work “ON” their business, by sharpening their soft skills.
You need to understand what role playing can do for you and how to role play effectively. In this episode, learn what other successful advisors and agents do to make effortless connections!

The Advisor Solutions Podcast EP 84- The Flipside of Foolish

Do you spend time practicing how to make better connections with prospects and clients?  Do you schedule time each week to role play techniques? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know that the most essential skill sets they need to develop are soft skills (or people skills.) 
They don’t know it because they have never really realized that the ability to make effortless connections is valuable.  People want to work with people that they like and people like people who are like them. In other words, when you can instantly connect with others, they want to work with you.
In this episode, learn what other successful advisors and agents do to make effortless connections!

The Advisor Solutions Podcast EP 83- How to G.R.O.W. Your Business from Within

Do you set business goals at the start of each year only to forget about them by spring? 
What I mean is, that at the end of the year, you have high hopes for reaching the next level in your business. You might create goals and even a business plan, but somewhere along the way, you get busy and a day, a week, or a month goes by, and you realize that you really aren’t any closer to accomplishing your business goals than when you created them. 
Does this sound like you? If so, know this… that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t know what it takes to accomplish their goals on consistently.  The reason is that they have never understood that just writing down goals is merely the first step. What’s equally important is what you do each and every day to consistently take action. The secret to taking action is to know how to grow your business from within.
In this episode, learn what other successful advisors and agents do to set goals and take consistent action!

The Advisor Solutions Podcast EP 82- The Power of Preparation

Do you feel prepared with your business? Do you know what you are going to do today and have you mapped out how you are going to do it? Most likely, you have a general idea of the items you need to do, but you might need systems in place for how you could be most efficient in accomplishing those things.
Most financial advisors, insurance agents, wholesalers, branch managers and agency managers don’t take the time to prepare for the essential things in their business. They don’t because they have never looked at a step-by-step process for each area of their business to identify what’s working, what’s not, and why. In other words, they don’t understand the power of preparation!
In this episode, learn what other successful advisors and agents have done to prepare for success!

The Advisor Solutions Podcast EP 80- Creating an Effective C.O.I. Campaign

Do you ever wonder why some financial advisors and insurance agents easily connect with centers of influence, but it is more challenging for you? 
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have an effective way to connect with centers of influence. Most have never considered connecting with C.O.I.s as a step-by-step process that can be replicated to gather a steady stream of referrals.
In this episode, learn what other successful advisors and agents have done to create an effective C.O.I. campaign.

The Advisor Solutions Podcast EP 78- Playing at Peak Performance

Are you playing at the top of your game? Are you running your business at peak performance?  Are you managing your time, prospecting, sales, client servicing, and product knowledge so that you reach a pinnacle of success?  
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers must perform at peak performance. Most have never looked at specific areas of their business to determine what challenges they have and what solutions they need to get to that next level.
In this episode, learn what other successful advisors and agents have done to play at their peak performance.

The Advisor Solutions Podcast EP 77- How to Create the Ultimate Cross Selling System

Do you feel like you have all of your clients business? Probably not! Instead, you probably feel like you could do additional business with them providing additional products and services but you just don’t know how. If this sounds like you, you are not alone!
Most financial advisor, insurance agent, wholesaler, branch manager and even agency managers have some client that they could do additional business with but they don’t know how. The reason they don’t know it is because they have never really had a process for creating what I call The Ultimate Cross Selling System.
Think of it this way, if your clients have additional challenges in their financial lives, wouldn’t you want to help them? And, what if you had a system to help them before the challenge occurred?
And, that’s why I wanted to do this podcast today. Because I want you to understand that if you have a process for helping them understand upcoming possible challenges then you can help them be ready for those challenges by having your additional products and services which are actually the solutions!… And, the more solutions you provide the more valuable you are.
In this episode, learn what other successful advisors and agents have done to cross sell to clients and add more value.