The Advisor Solutions Podcast

The Advisor Solutions Podcast

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.

Episodes

August 2, 2022 29 min

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 nee...

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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 underst...

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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 ...

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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 p...

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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 wi...

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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! 

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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...
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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...

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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!

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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 c...

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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...

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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 GRE...

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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, AR...

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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!

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