The Advisor Solutions Podcast

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, prospe...

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 wo...

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 servic...

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 al...

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 advi...

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 u...

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...

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...

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, you need the right people, products,...

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 creat...

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 pr...

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 GREENLI...

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...

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… ...

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 ...

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 h...

Have you ever sat down to do something that you feel is important, such as prospect new people, follow up with prospects stuck in your sales pipeline, or prep for an appointment, only to have the moment hijacked by client interruptions? It might start with a quick client email, then a call from a client about their portfolio, followed by a text from a client to reschedule, and the next thing you know, an hour has gone by. This proc...

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,...

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 now!

Most books about the financial services industry focus on one facet of the business, such as time management, pro...