The Advisor Solutions Podcast

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 suc...

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 th...

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...

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 m...

Have you ever wondered how successful advisors keep reaching the next level? Some people might say that it is just luck, while others might say it’s about skill. I believe that it really comes down to one simple but powerful thing that they apply each and every day. It’s all about having efficient and productive business habits! You see, those who are successful seem to have daily habits that cont...

Do you feel a little lost in your business during the holiday season? We all know that the time between Thanksgiving and New Year's is often a blur.  Then it’s January, and you have to play catch up, as most likely, the past six weeks haven’t proven productive. Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to finish a year o...

Have you ever had a team that just didn’t click? Where communication was poor, roles were unclear, and productivity suffered, no matter how hard you tried to manage it all? If so, you’re not alone. Many financial advisors, insurance agents, branch managers, and agency managers struggle with team dynamics without even realizing it. Poor team chemistry doesn’t just slow down your business—it can pre...

Have you ever walked into a prospect or client appointment needing someone to take action… only to walk out feeling like you pushed too hard or missed the moment, because the action you wanted didn't occur? That’s not just a frustrating meeting, it’s a sign your appointment wasn't focused in the right direction. Most financial advisors, insurance agents, wholesalers, branch managers, and agency ma...

Have you ever left multiple voicemails, sent follow-up emails, or even texted a client only to hear nothing back for days or weeks? You like the client, but you don’t like the situation. They don’t seem to understand the urgency! That’s not just a communication gap; it’s what I call The Response Gap, which is the lag between your request and your client’s action. Most financial advisors, insurance...

Have you ever had one of those days where everything seems to go wrong? You sit down ready to work, but your day gets hijacked by emails, phone calls, client interruptions, and tasks you didn’t plan for, leaving you feeling exhausted and unproductive. And, the rest of the week continues the same way? That’s not just a bad week; it's a sign that you have business bottlenecks. Most financial advisor...

Have you ever felt like your business should be growing faster, but something keeps slowing it down? You’re putting in the effort, but the results aren’t matching.  If so, chances are, you’ve got bottlenecks. Your business is like a pipeline. When everything flows, progress is smooth. But when areas like time management, prospecting, or client servicing get backed up, the whole system stalls. Thes...

Have you ever felt like you’re working hard, putting in the hours, doing all the right things, but still not getting the results you are used to? You’re not alone. For many advisors, it’s not about effort, but rather it’s about systems. At a certain point, your business outgrows your current way of doing things. What used to work… stops working. That’s not failure, it’s a signal. It means it’s tim...

Have you ever had a great meeting with a prospect, strong rapport, a solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back. It’s one of the most frustrating experiences for those in financial services because you did everything right, showed the numbers, backed it up w...

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...

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...

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...

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 advi...

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 sm...

Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows. Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a method for scaling their businesses. They have never realized that specific strategies can create scalability. To effectively scale your business, y...

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 man...

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...

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...

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...

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, wh...

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 e...