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!