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
5 days ago
5 days ago
Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or on a production plateau. And two out of three aren’t good! The big question is, do you know how to get beyond a production plateau?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a step-by-step method for getting to the next level with their businesses. The reason is that they have never really viewed getting beyond a production plateau as a stepwise process that you can do over and over again.
In addition, have you ever heard the saying, “What got you here, won’t get you there”? Unfortunately, that is true when it comes to kickstarting your business, and here is what I mean: To get to the next level, most likely, you need to do some things you’ve never done before. In other words, prospecting the way you did when you were a rookie is not the best strategy if you are now a veteran.
This episode shares how successful advisors and agents learn a stepwise approach to getting to the next level with their business.
Tuesday May 07, 2024
The Advisor Solutions Podcast EP 103- The Valued Advisor
Tuesday May 07, 2024
Tuesday May 07, 2024
Do you know your value? Sure, you might say that your value is your expertise or your product knowledge and how your products and services can help prospects and clients. But isn’t that what everyone would say about their value?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand their real value or how to express it to others! The reason is that they have never really viewed the topic of their value as something that they need to understand fully. The importance of knowing your value and articulating it to clients and prospects is to convey confidence in using your services over using someone else!
Have you ever heard the saying, “Price is what you pay, value is what you get!”?
Do you know who said that? It was Warren Buffet! Ad, what he was talking about was buying stock. What I’m talking about is helping you become known as a valued advisor.
This episode shares how successful advisors and agents should know their value, show it, and communicate it!
Tuesday Apr 30, 2024
The Advisor Solutions Podcast EP 102- Mapping, Measuring & Mastering Milestones
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
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 success in only one way- accomplishing the goal! And, as strange as this might sound, it’s actually the wrong way! The reason is that it’s not only the destination that should be reached to succeed but the many milestones along the way that must be celebrated to also enjoy the journey!
If you don’t accomplish milestones along the way and don’t view the milestones as “mini-wins,” then you won’t put much value on those milestones. If you don’t place value on those milestones, then you probably don’t care about them because you aren’t evaluating and measuring each step along the way to see if they are fruitful. If you don’t set and reward yourself for milestones set and reached, the by-product at the end of the year is most likely far less success. You have to put in the work, evaluate as you go, and tweak the process until you reach your goal(s).
This episode shares with you how successful advisors and agents map out, measure, and master milestones!
Tuesday Apr 23, 2024
The Advisor Solutions Podcast EP 101- The Best of The Best Podcasts: Part II
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
Have you ever wondered what your peers and colleagues struggle with the most? Often, advisors and agents are so busy growing, running, and maintaining their businesses that they don’t take the time to see what others are doing and learn from them. Interestingly, all advisors and agents have challenges and need solutions.
In last week’s episode, I mentioned that was my one-hundredth edition of the Advisor Solutions Podcast!
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope these podcasts have helped you as much as other advisors and agents I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the second in a two-part series where I share some excerpts from the ten most downloaded episodes with you.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!
Tuesday Apr 16, 2024
The Advisor Solutions Podcast EP 100- The Best of The Best Podcasts
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
What do you think of when you see the number #100? Some people might think of a birthday milestone. Others might think of an income goal related to the number. For me, the number #100 relates to what you are reading about or listening to today, my one-hundredth episode of the Advisor Solutions Podcast.
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope that these podcasts have helped you as much as it has other advisors and agents that I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the first in a two-part series where I’ll share with you the ten most downloaded episodes.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business!
Tuesday Apr 09, 2024
The Advisor Solutions Podcast EP 99- From Beyond the Logo to Building a Brand
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
I’m sure you’ve heard the old saying, “You never get a second chance to make a first impression.” However, have you considered when that first impression is? Maybe it’s before you ever meet that person. Some people might hear about you or read about you before you speak with them. And, if that’s the case, do you know if you have a good reputation or brand?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand the value of their brand. They have never really viewed building a business brand as something that speaks volumes about their business when they are not around.
Your brand is not just about having a catchy logo or a clever slogan. It’s a journey that involves creating a unique identity, adding meaning to your brand, creating the right emotions, and nurturing lasting relationships so your target market knows what you can do for them.
This episode teaches how successful advisors and agents go beyond their logo to brand-building!
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
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!
Tuesday Mar 26, 2024
The Advisor Solutions Podcast EP 97- The 7 Steps to Building Business Resilience
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
Are you on an emotional roller coaster? Do you find it challenging to regulate your emotions when faced with a volatile market, client concerns, compliance, or any other kind of adversity? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers are on an emotional roller coaster ride, depending on what is happening at any given moment, because they haven’t learned a step-by-step process for building emotional resilience in their business. Most individuals don’t understand that resilience isn’t just about surviving—it’s about thriving in an ever-changing financial landscape.
When your livelihood depends on you being a pillar of stability for others in the midst of chaos, learning strategies to emotionally bounce back is a must. Many people don’t realize how important it is or don't have the tools or techniques to become more resilient.
This episode teaches how successful advisors and agents use The 7 Steps to Building Business Resilience to succeed!
Tuesday Mar 19, 2024
The Advisor Solutions Podcast EP 96- Learning From The Lessons of Failure
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Do you let your failures get the best of you? Do you view losses such as not closing a prospect, losing a client, or making poor client recommendations as business setbacks? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers let business failures get the best of them. They have never realized how they view their losses can lead to even greater wins. In other words, winning is exciting, but it’s the losses that can shape us more profoundly because they can lead to personal growth, resilience, and future victories that are much more impactful than present situations.
I’ve always felt that a loss is never a loss if you learn from it. If you live by this perspective, learning from the lessons of failure can lead to better results over the long term.
In this episode, learn how successful advisors and agents change their perspective on failing so that you can learn from them and implement strategies to succeed!
Tuesday Mar 12, 2024
The Advisor Solutions Podcast EP 95- Mastering Your Stress Management System
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
Are you stressed out most days? Running a business in the financial services industry can be very stressful. There are plenty of things that you can’t control, such as the stock market, clients, and the economy. As a result, at times, you might be full of anxiety and stress. If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers spend their days at the office unaware that they are in a constant state of low-level stress. They don’t know it because they are so used to living this way it has become the norm. And, they’ve never learned a stress management system, much less mastered it, in order to live less stressed.
You don’t have to live this way! You have a lot more control than you might think. In fact, realizing that you are in control of your life is the foundation of stress management.
Stress management is about taking control of your thoughts, emotions, time, activities, and energy, as well as how you react to challenging situations when they arise.
In this episode, learn what successful advisors do to master stress management!