The Advisor Solutions Podcast: Recent Episodes
Daniel C. Finley
The Advisor Solutions Podcast is designed to help financial advisors, insurance agents and wholesalers build a better business...one solution at a time. Daniel C. Finley is the host of The Advisor Solutions Podcast and the President and Co-Founder of Advisor Solutions. He has had over 25,000 hours of coaching sessions with groups and individuals.
Breaking bad news is never easy, especially when it comes to money, the market, or not getting the coverage that your client wants. But one thing is certain: at some point in your career, you are going to have to break bad news to someone. The real question is, has anyone ever expressed to you the best way to do that?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a specific strategy to share bad news. The topic of “how to break bad news” benefits from a stepwise approach for an advisor to make difficult situations less challenging to discuss.
Rather than merely telling people what is going wrong, having a process of how to break the bad news is essential. The delivery of bad news is important as a client might feel shocked, defensive, and, in some cases, angry- and you don’t want to add to their angst because of how they heard about it.
This episode shares practical strategies successful advisors and agents have used to create a better connection when discussing difficult subjects. These are not just theoretical concepts but actionable steps you can implement in your practice.
Are you confident in your business? Are you confident that your business is optimized and that you are running it in the most efficient and effective ways possible? If not, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers lack confidence in some facet of their business. The reason is that they’ve never learned a step-by-step approach to increasing their confidence level. Rather, they focus on aspects of their business that are already working and neglect or avoid elements of their business that are not.
Unfortunately, having this philosophy will eventually catch up to you. Why not learn how to boost your confidence and address these issues head-on?
This episode shares practical strategies successful advisors and agents have used to build their business confidence. These are not just theoretical concepts but actionable steps you can implement in your practice.
Are you feeling burned out in your business? Does it seem like the more you do, the more still needs to be done and it feels like you can never catch up? Or maybe you are already burned out and have no idea how to bounce back. Does this sound like you? 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 rebounding from burnout. The reason is that they’ve never learned a step-by-step approach to recovering from burnout when they experience it. Rather, they take a vacation and come back to the same chaos, repeating the cycle.
At the end of the day, you are going to feel drained or you are going to feel energized. Of the two, which one would you prefer? If you answered "feel energized," then you know that having a process to achieve that would be a game changer!
This episode shares practical strategies that successful advisors and agents have used to bounce back from burnout. These are not just theoretical concepts but actionable steps you can implement in your practice.
Have you ever wondered how successful advisors, agents, and wholesalers consistently achieve success? Is it luck or is there a strategic process behind it? If you guessed it’s all about having a strategy, you’re absolutely right!
Here’s the real question: Do you have a strategy for success? And are you learning from others to avoid reinventing the wheel?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers overlook one of the most valuable resources for taking their business to the next level: building a podcast library.
Podcasts offer a treasure trove of insights, advice, and real-life success stories that can help you navigate the complexities of your business. You can learn from my twenty years of coaching advisors, agents, and wholesalers by tuning into The Advisor Solutions Podcast. You can also learn from your peers by hearing stories about those who have faced many of the same challenges you have but have learned the solutions to overcome them; this not only saves you time but also provides you with proven strategies to take your business to the next level!
This episode shares practical strategies that successful advisors and agents have used to build their podcast library. These are not just theoretical concepts but actionable steps you can implement in your practice
Do you have a “success” library? Do you have a collection of books, audios, podcasts, or other media that you can reference to help you create more success in your business and your life?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t consistently feed their minds with the information they need to reach the level of success that they want! They have never viewed having a “success” library as a process of learning from others, so they find solutions to the challenges they have in their business and life.
It’s important to feed your mind. Just like your body needs the right food to stay healthy, your mind needs the right type of information to be healthy as well. If you feed your mind with negative things, such as only watching the news, you most likely will have a negative attitude about life, and that can spill over into your business as well.
This episode shares practical strategies that successful advisors and agents have learned from others to reach the next level in their business. These are not just theoretical concepts but actionable steps you can implement in your practice.
Have you ever heard the saying, “If you want something done right, do it yourself.”? Well, that might be true for some things in your business, but if you find yourself stressed out much of the time, it’s most likely because you are doing too many things yourself and that’s a recipe for burnout!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t master the art of delegation! They don’t take the time to look at it as a way to decrease stress and increase enjoyment in their business. As a result, they don’t have a process for what to delegate and how much they are willing to delegate so they can get their time back.
Remember, the key to advancing in your business is not always doing more but doing the right things. By understanding what to delegate and how to delegate, you can scale your business without overburdening yourself. The secret to success is not working longer hours but working smarter and focusing on the tasks you love!
This episode shares practical strategies that successful advisors and agents have used to create various levels of delegation depending on the task and the team members' competencies. These are not just theoretical concepts but actionable steps you can implement in your practice.
Have you ever heard the saying, “I do my work at the same time each day, unfortunately, it’s always at the last minute.” When it comes to prospecting, do you find this is your motto? There will always be a reason to procrastinate when it comes to prospecting until you eventually feel like you don’t have any more time to put it off. 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 understand what it takes to continue taking action regarding prospecting! They don’t know because they have never viewed the topic of “prospecting procrastination” as a learned behavior or a series of myths they buy into to avoid prospecting, which they think will be painful.
Your mind will tell you whatever it needs to avoid a painful situation. The problem is that if you avoid prospecting long enough, you will soon find that you don’t have a sales pipeline, and that’s even more painful in the long run. Also, prospecting only seems painful because you are buying into all of those myths or things you tell yourself that are not valid!
This episode shares practical strategies that successful advisors and agents have used to break through prospecting procrastination myths to be more motivated to prospect. These are not just theoretical concepts but actionable steps you can implement in your practice.
Do you have a positive attitude about prospecting? Are you excited about bringing the next prospect into your pipeline, or do you dread the entire process? If you relate to the latter, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to be successful at prospecting, a positive attitude. Creating a positive prospecting attitude allows you to be fully engaged and enjoy prospecting to the point where you can’t wait to add another prospect through the pipeline.
You see, everything begins between your ears. I can teach you all the tools, techniques, strategies, and solutions to put people into and move through the pipeline, but if you don’t have any desire to prospect, you simply won’t. And that desire comes from having a positive attitude about prospecting.
This episode shares practical strategies that successful advisors and agents have used to create a positive prospecting attitude and build mental strength. These are not just theoretical concepts but actionable steps you can implement in your practice.
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.
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.
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.
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.
Do you ever think about your business as a journey of experiences? From the day you started your business to today, you have been on a journey to build, grow, maintain, and run your business. Each part of the journey has been an experience—whether it’s prospecting, client servicing, managing staff, managing upper management, or even managing yourself, you’ve created different experiences.
The big question is, have you created the ultimate experience for prospects, clients, staff, management, and yourself? Or are you busy in your business and haven’t given the journey, and the experience you and other people are having any thought?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to enjoy the journey, much less create positive experiences for themselves or others! They don’t understand the process of making their business, their lives, and the lives of everyone around them better. As a result, they keep doing the same things and having experiences that are not fulfilling.
This episode shares how successful advisors and agents learn how to identify experiences to make your business more enjoyable!
Do you want to get to the next level with your business, but you are unsure how? The answer might lie in finding your business's red flags. You probably have a number of red flags or clear warning signs of danger in your business that are holding you back from reaching the next level of success. But, if you don’t know what they are, then you will never be able to overcome them.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to unearth their business red flags! They don’t have a way to identify what is holding them back much less a way to overcome it. As a result, they keep doing the same things and they just think that it’s normal that they are supposed to have these challenges.
This episode shares how successful advisors and agents learn strategies to identify and overcome red flags.
Do you want to work harder or work smarter in your business? I think we all want to work smarter! The bigger question is, do you know how to work smarter? Do you have proven strategies that have worked for successful advisors and agents that work for you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have specific strategies for working smarter in their businesses. They are so busy working “IN” their business that they don’t take the time to work “ON” their business. As a result, they keep doing the same things that they have always done.
In order to get to the next level, they feel like they have to just keep doing more of what they are doing. The problem with this type of mentality is that it just means working harder and not smarter!
This episode shares how successful advisors and agents learn strategies to work smarter in their businesses.
Do you like a good story? Most people do! But, do you feel that you can tell a good story? Do you have a framework for telling stories that can capture your prospect’s or client’s attention, pull them into the story, and help them understand what they need to do in order to be the hero of their own story?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how to create a great story much less compile an entire storybook that they can utilize. The reason is that they have never viewed the topics of stories and storytelling as a process for adding value and helping prospects/clients understand what the advisor knows which are the solutions to challenges that prospects/clients need in order to obtain their financial goals. The best way to do that is to have an architecture for telling stories to position the advisor as the guide and the prospect or client as the hero!
This week’s episode shares how successful advisors and agents use a specific story telling framework to connect with prospects and clients to build a business storybook.
Do you know your clients well? Sure, you know who they are and what they do. You might even know a lot about their lives and what relationships they care about the most. But do you know what their relationship is with money? Do you know their money mindset? And do you know how to help them have a healthy relationship with money?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how their clients view money. They don’t know it because they have never really learned The Psychology of Money, a fascinating field that explores how our beliefs, emotions, and behaviors around money shape our financial decisions and wealth-building choices. Also, they don’t know their clients' money mindset and personality type.
The role of a financial advisor extends beyond just managing portfolios and providing investment advice. It also involves helping clients develop a healthy relationship with money. This relationship is crucial as it influences financial decisions, impacts financial health, and ultimately shapes the quality of life.
But if you don’t understand the various ways that people relate to money, how they form their mindsets and personalities, or how to help clients have a healthy relationship with money, then you are doing yourself and your clients a disservice.
This episode shares how successful advisors and agents understand how clients and prospects form a complex relationship with money.
Picture this, your best friend wants to bet on the football game that you are about to watch with him or her. Neither of you is a fan of either team so it doesn’t matter to you who wins or loses. But you know one thing that your friend does not: one team is known for running elaborate plays while the other doesn’t even have a playbook. Which team will you bet on? I think it’s obvious, the one who is prepared!
This leads me to the question, do you have a pipeline playbook? Do you know exactly how many people are in your sales pipeline at any given time? Do you have a strategy (or a play) for systematically adding people to the pipeline and moving each person to the next step?
Do you have a strategy (or play) for every type of tactical situation that could happen in each stage of the pipeline? Do you know what clogs are in the pipeline and how to unclog them?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a pipeline playbook! This is because they have never viewed “Building a Pipeline Playbook” as a stepwise process for knowing what to do in every possible situation and how to have a strategy to put people into and through the pipeline.
This episode shares how successful advisors and agents can utilize a stepwise approach to understanding, creating, and maintaining a sales pipeline by having a pipeline playbook.
Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or on a production plateau. And two out of three aren’t good! The big question is, do you know how to get beyond a production plateau?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a step-by-step method for getting to the next level with their businesses. The reason is that they have never really viewed getting beyond a production plateau as a stepwise process that you can do over and over again.
In addition, have you ever heard the saying, “What got you here, won’t get you there”? Unfortunately, that is true when it comes to kickstarting your business, and here is what I mean: To get to the next level, most likely, you need to do some things you’ve never done before. In other words, prospecting the way you did when you were a rookie is not the best strategy if you are now a veteran.
This episode shares how successful advisors and agents learn a stepwise approach to getting to the next level with their business.
Do you know your value? Sure, you might say that your value is your expertise or your product knowledge and how your products and services can help prospects and clients. But isn’t that what everyone would say about their value?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand their real value or how to express it to others! The reason is that they have never really viewed the topic of their value as something that they need to understand fully. The importance of knowing your value and articulating it to clients and prospects is to convey confidence in using your services over using someone else!
Have you ever heard the saying, “Price is what you pay, value is what you get!”?
Do you know who said that? It was Warren Buffet! Ad, what he was talking about was buying stock. What I’m talking about is helping you become known as a valued advisor.
This episode shares how successful advisors and agents should know their value, show it, and communicate it!
How do you measure success in your business? Do you measure it only by one set of measurements, accomplishing goals? For example, the goal is to gather twenty-four million in new assets in a year. If you achieve it, you succeed, but if you don’t, you fail. It seems pretty straightforward.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers measure success in only one way- accomplishing the goal! And, as strange as this might sound, it’s actually the wrong way! The reason is that it’s not only the destination that should be reached to succeed but the many milestones along the way that must be celebrated to also enjoy the journey!
If you don’t accomplish milestones along the way and don’t view the milestones as “mini-wins,” then you won’t put much value on those milestones. If you don’t place value on those milestones, then you probably don’t care about them because you aren’t evaluating and measuring each step along the way to see if they are fruitful. If you don’t set and reward yourself for milestones set and reached, the by-product at the end of the year is most likely far less success. You have to put in the work, evaluate as you go, and tweak the process until you reach your goal(s).
This episode shares with you how successful advisors and agents map out, measure, and master milestones!
Have you ever wondered what your peers and colleagues struggle with the most? Often, advisors and agents are so busy growing, running, and maintaining their businesses that they don’t take the time to see what others are doing and learn from them. Interestingly, all advisors and agents have challenges and need solutions.
In last week’s episode, I mentioned that was my one-hundredth edition of the Advisor Solutions Podcast!
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope these podcasts have helped you as much as other advisors and agents I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the second in a two-part series where I share some excerpts from the ten most downloaded episodes with you.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!
What do you think of when you see the number #100? Some people might think of a birthday milestone. Others might think of an income goal related to the number. For me, the number #100 relates to what you are reading about or listening to today, my one-hundredth episode of the Advisor Solutions Podcast.
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope that these podcasts have helped you as much as it has other advisors and agents that I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the first in a two-part series where I’ll share with you the ten most downloaded episodes.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!
I’m sure you’ve heard the old saying, “You never get a second chance to make a first impression.” However, have you considered when that first impression is? Maybe it’s before you ever meet that person. Some people might hear about you or read about you before you speak with them. And, if that’s the case, do you know if you have a good reputation or brand?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand the value of their brand. They have never really viewed building a business brand as something that speaks volumes about their business when they are not around.
Your brand is not just about having a catchy logo or a clever slogan. It’s a journey that involves creating a unique identity, adding meaning to your brand, creating the right emotions, and nurturing lasting relationships so your target market knows what you can do for them.
This episode teaches how successful advisors and agents go beyond their logo to brand-building!
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!
Are you on an emotional roller coaster? Do you find it challenging to regulate your emotions when faced with a volatile market, client concerns, compliance, or any other kind of adversity? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers are on an emotional roller coaster ride, depending on what is happening at any given moment, because they haven’t learned a step-by-step process for building emotional resilience in their business. Most individuals don’t understand that resilience isn’t just about surviving—it’s about thriving in an ever-changing financial landscape.
When your livelihood depends on you being a pillar of stability for others in the midst of chaos, learning strategies to emotionally bounce back is a must. Many people don’t realize how important it is or don't have the tools or techniques to become more resilient.
This episode teaches how successful advisors and agents use The 7 Steps to Building Business Resilience to succeed!
Do you let your failures get the best of you? Do you view losses such as not closing a prospect, losing a client, or making poor client recommendations as business setbacks? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers let business failures get the best of them. They have never realized how they view their losses can lead to even greater wins. In other words, winning is exciting, but it’s the losses that can shape us more profoundly because they can lead to personal growth, resilience, and future victories that are much more impactful than present situations.
I’ve always felt that a loss is never a loss if you learn from it. If you live by this perspective, learning from the lessons of failure can lead to better results over the long term.
In this episode, learn how successful advisors and agents change their perspective on failing so that you can learn from them and implement strategies to succeed!
Are you stressed out most days? Running a business in the financial services industry can be very stressful. There are plenty of things that you can’t control, such as the stock market, clients, and the economy. As a result, at times, you might be full of anxiety and stress. If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers spend their days at the office unaware that they are in a constant state of low-level stress. They don’t know it because they are so used to living this way it has become the norm. And, they’ve never learned a stress management system, much less mastered it, in order to live less stressed.
You don’t have to live this way! You have a lot more control than you might think. In fact, realizing that you are in control of your life is the foundation of stress management.
Stress management is about taking control of your thoughts, emotions, time, activities, and energy, as well as how you react to challenging situations when they arise.
In this episode, learn what successful advisors do to master stress management!
Do you know how to create an instant connection with prospects? If not, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know strategies for creating instant connections. They have never learned the techniques and exercises to increase their interpersonal soft skills.
If all you focus on is the information you provide prospects and not the connection you can create with them, they most likely will not work with you because they don’t feel connected.
I’m sure you have heard the saying, “People tend to work with people they like. And, people tend to like people that are like them.” So, how do you help people understand that you are like them? It’s in knowing how to connect instantly and having real-world exercises to do just that.
In this episode, learn what successful advisors do to increase their interpersonal soft skills!
Do you know how to make effortless connections? What I mean is, can you connect with anyone, anywhere, and at any time? If not, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand how to make effortless connections. The reason is that they have never really viewed building your business soft skills as something that could take their business to the next level.
You see, to do well in the financial services industry, you need two kinds of skills: hard skills and soft skills. Hard skills are the technical skills you use in your business, like creating a financial plan or doing an insurance quote. They are easy to measure because you know how to do it or you don’t. Soft skills are people skills that are about making connections with others. They are harder to gauge because measuring things such as communication, collaboration, and conflict resolution is difficult.
Without mastering the soft skills of connecting with others, you won’t utilize your hard skills, like creating a financial plan, because prospects won’t be interested in working with you. Having excellent soft skills makes a prospect want to become your client.
In this episode, learn what successful advisors do to build effortless connections!
I’m sure you’ve heard the old saying, “Time flies when you are having fun,” but have you ever thought about why it flies so quickly? What would it take for you to find fun doing what you do in your business? Do you know how to be “in the zone”?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to find their business flow! The reason is that they have never viewed the topic of “being in a flow state” as something that they can step into at any given moment to fully engage and enjoy an activity, conversation, or engagement.
In this episode, learn what successful advisors and agents do to find their business “flow.”
Have you ever wondered if great leaders are born or made? I believe anyone can be a great leader if they understand themselves, understand what motivates others to want to follow them, and apply what they learn.
Do you understand yourself? In other words, do you know your leadership style and how you lead others? Most likely, you don’t. If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand their leadership style! The reason is they have never really viewed the topic of leadership styles as something that can be motivating or even demotivating to those they are leading. Instead, most people don’t give the topic much thought.
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.
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!
Do you have a well-thought-out strategy to start your day off right? Like many, you might not. Instead, you probably have morning routines on auto-pilot, like making your bed, brushing your teeth, and running out the door with a cup of coffee in your hand, ready to battle morning rush hour traffic. If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know the secret to get the most out of their day. The reason is that they have never really learned what successful advisors and agents do each morning before work to start their day off right with morning rituals.
Morning rituals can set the tone for the rest of the day. And, when done over time, they can have a lasting positive impact, including reduced stress, mental clarity, and energy!
In this episode, learn what successful advisors and agents do to create, implement, and master their morning rituals!
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!
Do you know what it takes to create a record setting year? You might be thinking that it’s simple- if I do more, I will get better results.
The problem with that is, that you’re just working harder. In order to create a record setting year, you have to know how to work smarter.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have processes and systems to create a record-setting year.
There are fundamental things that you have to do in order to reach the next level, and just working harder won’t get you there. In fact, if you work twice as hard, you will probably get burned out!
What if you worked twice as smart? What if you had the motivation to apply new processes daily and got better results? In other words, you’re not reinventing the wheel but are applying what other advisors and agents have done that works! What if you tracked your actions and your results for an entire year? Would you have a higher probability of having a recorded setting year? Absolutely!
In this episode, learn what other successful advisors and agents do to uplevel their businesses, year after year!
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!
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!
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!
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!
Do you ever wonder what it takes to make lasting change? Do you understand the areas of your business that need improvement and how to implement changes to transform your business?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to elevate their business. I coach my clients with a step-by-step process for practicing The Principle of Strategic Replacement, a four-step process for getting to the root cause of bad habits and then what it takes to replace bad habits with good ones to create the results in your business that you’ve always wanted!
In this episode, learn what other successful advisors and agents have done so you, too, can take your business to the next level.
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.
Do you ever wonder what’s next? Will the market pull back again? Will the Fed raise interest rates again? Will inflation keep rising? Will clients keep having concerns?
How will you manage all of these uncertainties? If you have ever dealt with these issues, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to manage uncertainty. Most have never looked at a process for expecting the unexpected nor how to manage what they will do in uncertain times.
In this episode, learn what other successful advisors and agents have done to manage uncertainty!
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.
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.
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.
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.
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.
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.
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.
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.
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!
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!
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!
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!
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!
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!
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!
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!
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!
Do you love to prospect? Do you get into the office and can’t wait to make that first call? Well, if you are like most advisors and agents, you don’t! You probably look for anything else to do rather than prospecting. 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 prospecting. The reason is they’ve never learned a step-wise approach for avoiding procrastination when it comes to prospecting or how to be effective once they do prospect. In other words, they don’t know how to mentally prepare to prospect and have the tools and techniques to be successful at it!
In this episode, learn tools and techniques to increase your prospecting skillset to get the most out of every day!
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!
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!
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!
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.
Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before.
At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on something immediately?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for training their client base. The reason is that they’ve never really learned a step-wise approach to knowing how to train their clients on how they want to be treated and why.
The interesting thing about that is that people will treat you, however, you let them treat you. However, when you have strong boundaries, clients learn to respect those boundaries, or they leave.
In this episode, learn how to create a client training system so that you can run your business effectively instead of business running you down and draining you.
Do you run your business, or does your business run you? One way to know the answer is if you are typically overwhelmed, run-down, and/or exhausted at the end of the day. If this sounds like you, it’s because you don’t have suitable systems in place.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agencies have never been taught best practices for how to create great business systems.
The reason is that they’ve never really looked at their business as having a series of systems. The interesting thing about that is that even if you don’t have a system, that’s a system; it’s winging it! And unfortunately, winging it doesn’t work.
In this episode, learn how to create business systems so that you can run your business efficiently instead of your business running you down and draining you.
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.
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.
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.
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!
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!
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!
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!
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!
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.
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.
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!
Do you know what the secret to building a successful business is? You might think it is to have a lot of product knowledge. But, being “book smart” alone won’t do it. In fact, there are many smart people that have washed out of the business because they lack a more needed quality. The secret is to be “people smart”! Being able to connect with anyone, anywhere, and at any time. It’s having high emotional intelligence.
Do you know how to increase your emotional intelligence? If not, 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 getting better at being an emotionally intelligent advisor. The financial services industry is a people business. If you cannot connect with people, you will not be able to set appointments, open new accounts, gather assets (or close insurance cases), and make a successful living for yourself and your family.
In this episode, learn how to become The Emotionally Intelligent Advisor, which is a process to make effortless connections with others so you can reach the next level in your business!
Do you have a balanced business? In other words, do you feel that you are excelling in each facet of your business equally? Or do you find yourself spending a lot of time and energy working on some areas of your business and not others?
A majority of financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for building a balanced business. In addition, they don’t understand the real challenge, which is that the more you neglect facets of your business that require attention, the worse those areas become and the more difficult it is to manage them.
In this episode, learn how to Build a Balanced Business, a process that ranks each of eight important facets of your business, identifies the challenges and solutions in each, and explains what you need to do to apply those solutions so you can reach the next level!
Have you ever wondered how successful advisors keep reaching new levels of success? Some might say that it is just luck while others might say it’s about skill. I believe that it comes down to one simple but powerful process which is all about knowing how to build healthy business habits, habits that provide consistent action toward achieving goals.
When was the last time you took a serious look at your habits and realized that they are the cause of your success or lack of success?
In fact, most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out step-wise approach to creating better habits. The reason they don’t know it is that they don’t understand the power that habits play in their daily lives. Rather, they are conditioned to continue applying the same bad habits which keep them on a production plateau.
In this episode, learn about Building Healthy Business Habits which is a process for applying the right tools and techniques to illuminate bad habits while helping to establish good habits so you can reach the next level!
If you are like most advisors and agents you know that there are generally three ways that your production can go: rise to a new production peak, backslide to a production valley, or cruise control onto a production plateau. Two out of three of those are not good states to be in, and those that reach a production peak don’t remain there for very long.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out step-wise approach to moving towards their production goals regardless of where they begin.
So, how do you start your journey toward reaching the next level when you don’t know how to take the first step?
In this episode, learn Mastering Production Peaks, Valleys, and Plateaus which is a process for applying the right tools and techniques to reach the next level!
Have you ever run into a challenge, and found the solution but didn’t put it into practice? As a result, do you realize that you still have the challenge? Maybe the disconnect from getting “information” to having any “transformation” lies in the simple act of “application” or knowing how to apply what you learned. If this sounds like you 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 applying what they learn. They are too busy working “IN” their business to work “ON” their business; as a result, they are still stuck with the same challenges.
In this episode, learn The Power of the Podcast which is a process that will help bridge the gap between where you are and where you want to be!
Do you have a hard time filling up your schedule with qualified prospects? You prospect sporadically and occasionally set an appointment but you never really leverage your time and energy to have a full calendar.
Does that 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 great process for getting in front of their target market much less a room full of their target demographic and they don’t even know it! The reason they don’t know it is because they don't understand the art of leveraging their prospecting efforts by having a well-thought-out seminar prospecting process.
In this episode, learn the art of speaking your way to success so that you have a step-by-step system to leverage your time, energy, and prospecting efforts!
Picture this…you are at a networking event, on vacation, or even in an elevator, when you strike up a conversation with a stranger and the next thing you know they ask you the inevitable question, “So, what do you do?”. You immediately try to think of the perfect thing to say. This is your moment to shine! But, do you? Or, do you give a generic response such as, “I’m a financial advisor with XYZ firm.”
Does that sound like you? If not, know this…you are not alone…
In fact, at some point, every financial advisor, insurance agent, wholesaler, branch manager, and even agency manager doesn’t have a great response to the question, “What do you do?” because they have never taken the time to learn a process on how to be unique while also pulling the listener into the conversation to what to hear more.
In this episode, learn a system for how to create a great elevator speech that provides credibility, curiosity, and connection!
Have you ever been in a meeting with a prospect and their spouse and you notice that you are connected to one of them and not the other? You go through your recommendations and you look to the one you are connecting with and ask for the order. They seem like they want to be a client. The only problem is, they turn to their spouse, the one who you haven't connected as well with, and that person wants to “think about it”. As a result, you don’t get the sale! Can you relate to this? 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 knowing how to speak the couple's language which is essentially how to master Personality-Based Selling to be able to connect with them both.
In this episode, learn a process called Speaking the Couple’s Language so that you build a better connection with them both.
Have you ever been in a meeting with a prospect and felt disconnected? It’s not that you dislike this person but they seem to be rubbing you the wrong way. You also notice that you might be rubbing them the wrong way too. You are pretty confident that you won’t be getting another appointment much less landing them as a client. Can you relate to this? 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 knowing how to hit a prospect's hot buttons and avoid their cold ones. In other words, they have never understood how to identify somebody’s personality type to know what motivates and drives them.
In this episode, learn a process called Personality-Based Selling which will help you to be able to speak the prospect/client's language!
Have you ever been in a meeting with a prospect and you are sharing some great recommendations that took you hours to craft and you are explaining the details but they don’t seem to understand? You are confident that this path is right for them so you ask for the order but they continue to look at you with a “deer in the headlights" look and reply, “Let me think about it.” Can you relate to this story? 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 helping prospects understand products and services they have not seen before. They are too busy telling prospects what they should do instead of assisting them to know that they should move forward with them. In other words, they aren’t making a connection with you (or your recommendations) because you aren’t telling a great story!
In this episode, learn a Story-Based Selling process that will help your prospects more fully comprehend and understand your recommendations!
Have you ever created a business plan in January only to realize that you aren’t following it by March or April? Does this sound familiar? 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 getting to the next level. They start out the year with their business plans with the best of intentions, only to get sidetracked with the day-to-day operations which leave those plans unattended and ultimately unfulfilled.
In this episode, learn a process to go beyond the standard business plan to using a business blueprint to create a record year!
Have you ever had a challenge in your business that has lasted weeks, months, years or maybe have followed you your entire career? What you need is a “gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.
In this episode, (second in a two-part series) learn how other advisors and agents have applied tools, techniques, strategies and solutions to find success!
Have you ever run into the same business challenge over-and-over again and you just couldn’t get past it? If so, you are on a production plateau and you need some type of tool or technique in your business to create a transformational moment. In other words, you need a “Gamechanger”!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a consistent way to get to the next level. Rather, they are busy working IN their business and not working ON their business. As a result, they don’t have regular breakthroughs.
In this episode, learn tools, techniques, strategies and solutions that other advisors and agents use to transform their businesses!
Do you ever feel like you over-promise and under-deliver when it comes to your client servicing system? Do you have the type of system that turns clients into raving fans? If not, then know this…you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers want to service their clients in the best way possible but most fail to understand the essential “How To's”. Rather, they have a reactive client servicing system that results in interruptions and thus fractured efforts.
In this episode, learn about a process that other advisors and agents apply to create an effective client servicing system!
Do you feel that your business is not as successful as you would like it to be? I’m sure that some areas of your business could be stronger or more streamlined, right? If this sounds like you, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers have areas of their business that could contribute more to their overall success in but many view success as hit-or-miss rather than a process. As a result, they may view facets like conquering the fear of rejection, getting referrals or even closing every prospect they meet, as unobtainable goals.
In this episode, learn about a process that other advisors and agents have implemented to turn their businesses into a success across the board!
How do you define your own success? Most advisors define it by the number of new accounts, assets gathered or gross commissions earned. While these can all be a type of measurement of success it’s not a true measurement. Is the former statement your measuring stick for success? If so, then know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a process for obtaining and measuring success because they view success as an end result measured by income received.
Is your income the true measurement of your worth? No. it’s not. Just ask your clients. To them the true measurement is the value that you bring to them to achieve their long-term financial goals. The income you receive is merely compensation for your integrity, knowledge and expertise.
In this episode, learn about the value that other advisors and agents have brought to turn their businesses into a success!
It goes without saying if you are in the financial services industry that your business is tethered to the market. When the market is up so is your business but when the market is down, so is your business. It's inevitable. If this sounds like you, then know this… you, are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers, want to grow their business in a Bear Market but don’t because they don’t have a good strategy for doing so. If you are viewing the Bear Market as an obstacle instead of an opportunity you certainly won't reach the next level.
In this episode, learn about a strategic process for building your business in a Bear Market!
This week's podcast covers these three talking points:
- Understand My Bear Market Story
- 5 Steps to Building Your Business in a Bear Market
- What Coaching in a Bear Market Can Do For You
Click the button above or via any of the icons below to listen and subscribe to this week's Advisor Solutions Podcast.
Do you ask for referrals and get just get a “deer in headlights look” from your clients? Then hear, “I can’t think of anyone but if I do I will let you know.” If this sounds familiar know that you are not alone!
Most advisors and agents want to receive referrals but don’t because they are asking for referrals the wrong way and they don’t even know it because they haven’t learned why clients will give referrals. It’s all about having a client-centered approach and using a dialogue which I refer to as the “Client-Centered Referral Dialogue” to make a robust connection.
In this episode, learn about a strategic process for creating an effective referral system!
Do most of your second appointments end in closing the sale? Do you have a repeatable process to help prospects want to buy? Or, is it hit-or-miss?
Most financial advisors, insurance agents, wholesalers, branch managers and agency managers are crossing their fingers and hoping to close the sale because they don’t have a system or process for mastering the closing appointment. People hate to be sold to but they love to buy and they will only buy when they understand why it’s important for them to do so.
In this episode, learn a process for mastering the closing appointment!
Do a majority of your first appointments just flow? Do they seem like a repeatable process where you sit down with a prospect, who is a stranger and it feels like you’ve known them forever? Or, is it hit-or-miss in that some people you connect with while others you do not?
If so, know this… you, are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers, are hoping to make a connection because they don’t have a formalized process for mastering their first appointments. The reason that they don’t know it is because they have been “winging” the first appointment process. As I said in the previous podcast, “winging it", doesn’t work!
In this episode, learn a process for mastering the first appointment.
Do you love prospecting? It doesn’t matter if you are calling your client base to cross-sell or calling strangers to set an appointment, you just love it! Or, do you just tolerate it when you have to, when your pipeline is dry and you are in a state of concern or worse yet panic?
If so, know this… you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers say that they don’t like prospecting because they don’t have a process for making the initial contact. They have been “winging it” for most of their career. Unfortunately, “winging it", doesn’t work!
In this episode, learn a process for mastering the initial contact.
Have you noticed that you get more emails now then you ever did before? Do you find that when you are constantly being interrupted by email that you feel obligated to look at them the minute they come in?
If so, know this… you, are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers and agency managers feel that they can’t get away from the constant influx of incoming emails. We all have become conditioned to review and reply to emails immediately… but there is a better way to manage them.
In this episode, learn a process for creating an effective email system.
Do you ever feel lost during your workday? It’s like you are running around trying to get as much done as you can and you feel that you have to keep up that pace. In other words, you are always busy but you aren’t always productive.
If this sounds like you, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a process for making the most of their time. In other words, they don’t have a process for managing both the clock and the compass, time and productivity.
In this episode, learn some techniques for being more productive rather than just busy.
Do you ever run into the same challenges in your business and not know what to do? Does it seem like these challenges happen over-and-over again?
If this sounds like you, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a process for overcoming common challenges. There is a series of steps that offer a solution. I call it, The Solutions Formula.
In this episode, learn a process for getting past challenges!
Do you remember the first day that you began working in the financial services industry? You were probably excited and maybe a little bit scared just ready to find your first client.
Do you still have that same level of excitement? Most likely, not.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers typically don’t have a process for putting passion back into their practice. For so many, over the years you get so busy working “IN” the business that you forgot to work “ON” your business. As a result, somewhere along the way you can lose passion for the business.
In this episode, learn a process for putting passion back into your practice.
Do you ever feel disconnected when you are in a prospecting meeting? In a meeting that feels awkward so you kept asking more questions and making more statements but you and the prospect just didn’t click!
Picture a meeting when you felt very connected! Why does one meeting go so well and another meeting doesn't go so well? It's most likely because you don’t have a process for building rapport. If this sounds familiar know that you are not alone!
Most advisors and agents don’t have a process for fostering a good connection and building rapport and they don’t even know it.
In this episode, learn about a strategic process that I call "The Filler Formula" which fills in the conversation to form a better connection and help the prospect feel heard!
Do you love what you do? I mean really love it, not like it but love it! You can’t wait to get up in the morning and get to the office.
At some point, most advisors and agents go through a time where they don’t enjoy their business. So, what to do? You have two choices, you could keep doing what you are doing, liking your business sometimes and other times not or you could learn how to simply enjoy the journey!
In this episode, learn a process to love what you do and do what you love.
Which is easier to do as an advisor/agent, ask a question or make a statement?
If you said make a statement, you are right! Making a statement is easier because you are expressing what you believe to be the solution(s). And, therein lies the problem.
When you are making statements, you may be coming off as trying to “sell” to people. Most people don’t want to be sold to, rather they want to choose to buy! The way to get people to understand why they should buy is by asking them the right types of questions, so they come to their own conclusions.
Most advisors and agents don’t have a process of how to ask the right types of questions. They are too busy telling people what they know. However, what if you knew how to ask the right types of questions to uncover their situations, problems, the implication of not fixing the problems and the value of your solutions. Would you take your business to the next level? The answer is "yes".
In this episode, you will learn several ways ask better questions that will create better connections.
Do you know exactly what to do the next time you hear an objection? Or, do you find yourself stuck not having a process and not being able to overcome objections?
Most advisors and agents don’t have a process for handling objections. And, they don’t even know it! Or, they don’t want to admit it. However, what if you knew what to say and how to say it when you hear an objection? Would you look forward to getting objections?
In this episode, learn several ways to handle objections that will have a lasting impact on your business!
Do you know exactly how much new business you have in your pipeline? Or, do you “kind of” have an idea of what you might close this month?
Most advisors and agents don’t have an organized sales pipeline that can tell them how many people are in the pipeline, at what stage each person is at in the pipeline and if there are any clogs in their pipeline. In other words, they don’t have, what I call, a New Business Strategy List.
In this episode, learn about a tool that can transform your business by helping you organize, strategize and manage your sales pipeline!
Do you ever wonder how strong your relationships are with your clients? You may have great relationships with your clients and hopefully you do. But are some of your clients' one-time customers while other clients are raving fans? If so, what makes that difference?
If you don’t know why, know that you are not alone! At some point all advisors and agents feel like they are closer to some clients more than they are with others.
In this episode, learn what to do to strengthen relationships and make a better connection with your clients.
Have you ever felt like what you are experiencing in the industry is unique to you? It can be difficult when your peers and colleagues are not sharing their challenges, mentoring anyone or assisting one another to reach the next level.
Have you ever felt this way?
At some point every advisor and agent feels that they are alone in their struggles. However, what you need to know is that everyone goes through similar obstacles and need solutions.
In this episode, learn what to do to connect with other advisors and agents so you are not feeling isolated or alone!
Do you ever wonder what is limiting you most in your business? You might think that it could be the market, the economy or anything else that’s out of your control. From my experience as a professional coach, the number #1 thing that is limiting you, is probably you!
In fact, at some point every advisor and agent feels that what is limiting them most in their business is something outside of themselves. But, what they don’t understand is that everything starts within yourself. If you can learn to break through your limiting belief systems, you can feel more in control on a regular basis.
In this episode, learn how to break through your limiting belief systems and incorporate a stepwise approach that works!
As an advisor or agent, you are an expert in the financial service industry. You probably have a very professional way of putting together your investment and insurance recommendations and don't wing things when it comes to your clients.
When you think about prospecting…do you treat prospecting like a prepared professional? Or, do you treat prospecting as a hobby, something you do whenever you feel like it? You would be amazed at how many professionals procrastinate when it comes to prospecting. So, if you treat prospecting more like a hobby, know this… YOU are not alone!
In this episode, learn how to overcome this challenge and incorporate systems that work to help guide you through the prospecting pipeline.
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!
Do you ever feel like you are overworked and stressed out? Could you use a vacation? Do you feel like you would like to take one, but you just don’t know if you should take the time away? Or maybe you feel like you can’t take one because the market is down, you don’t want to leave clients and/or spend the money.
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with balancing their vocation with vacation time.
In this week's episode, learn how to overcome this obstacle and incorporate systems that can help you find balance with work and life!
Do you ever feel like you are overworked, overwhelmed and just drained at the end of the day?
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with creating and maintaining healthy business boundaries.
Learn how to overcome this challenge and incorporate systems that work in this week's episode!
Do you feel like a deer in headlights when the market pulls back? Or, if you are on the insurance side of the business maybe you feel this way when premiums increase because you know you are going to get clients calling asking why. If either scenario sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with being proactive in a reactive environment because they don’t have a process for taking action. Learn how to overcome this status and incorporate systems that work in this week's episode!
Do you feel like you don’t have enough time in the day? You start your day, get busy including putting out some fires and before you know it the day is done.
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another have a challenge with mastering time management because they don’t have the right systems in place. Learn how to overcome this challenge and incorporate systems that work in this week's episode!
Do you feel unmotivated in your business? And, when you do find motivation, it doesn’t last long? If so, know that you are not alone. Most advisors and agents at one time or another have similar experiences. Learn how to overcome this challenge in this week's episode!
Do you have a fear of rejection? Do you find yourself procrastinating when it comes to prospecting? Because, well let's face it...maybe you just don't want to get rejected anymore!
If so, know this that you are not alone.
Most financial advisors and insurance agents have some form of the fear of rejection, and they don't even know it. Or they don't want to admit it!
This episode will give you proven ways on how to conquer the fear of rejection once and for all!
Are you on an emotional roller coaster ride? One month you are up and the next you are down! Or maybe it's week to week? For some financial advisors and insurance agents it could be day to day and for others it might even be hour to hour!
So, what do you do?
Well, you have two choices. First, you could keep doing what you are doing and stay on that emotional roller coaster ride. Or second you could master your mindset so that you are not on that emotional roller coaster ride throughout your entire career!
So, if you want to get off that emotional roller coaster ride then listen to this podcast!
Picture being in your parent's car at 3 years old and you drive under a green light. You notice the color green, but you don’t know what it means. But your parents know! They know that green means go, yellow means yield, and red means stop. You don’t find that out for a year later. That’s what I refer to as a GREEN LIGHT MOMENT-it’s a moment where something happens, and you know exactly what to do…
What if there are several GREENLIGHT MOMENTS in your business and you have no idea when to look for them, what they are and how to respond? Well, now you will!
Are you on a production plateau?
Most advisors and agents are. In fact, at some point in every financial advisor, insurance agent, wholesaler, branch manager and even agency managers career they hit a production plateau. I KNOW, I’VE COACHED THEM ALL!
So, what do you do?
You could get a coach! However, the real question is if you had all the tips, tools, techniques, strategies and solutions, would you apply them? In other words, ARE. YOU. COACHABLE?
That's what you will find out in this podcast-are you coachable?
The Advisor Solutions Podcast Trailer is designed to help you understand what the Advisor Solutions Podcast is and how it can help financial advisors, insurance agents, wholesalers, branch managers and agency managers build a better business...one solution at a time!