The Advisor Solutions Podcast EP 138- Mastering the Peaks & Valleys of Prospecting

The Advisor Solutions Podcast EP 68- Strategies for Measuring Success

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!

The Advisor Solutions Podcast EP 152- Why Prospects Don't Buy

Have you ever sat down with a prospect, had what you thought was a great conversation, answered all of their questions, and presented a solid solution, only to hear, “I need to think about it”? You leave the meeting feeling confident, yet days later, there’s still no decision. If so, know that you are not alone. Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers have struggled with closing the sale at some point because they don't fully understand The Psychological Barriers to Closing the Sale! In this episode, learn what is really happening inside the mind of a prospect and how to identify the hidden barriers that prevent them from becoming clients.

The Advisor Solutions Podcast EP 14- The Client’s Evolution

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.

The Advisor Solutions Podcast EP 10- The Advisor’s Evolution

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!

The Advisor Solutions Podcast EP 98- The Art of Managing Emotional Client Behavior

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!