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, or sales. While these books serve a purpose, if you are looking for specific areas to work on, they often fall short because lasting change requires attention to multiple facets of your business, as they overlap and don’t operate in silos.

101 Advisor Solutions is a curation of short stories about real-world challenges and solutions. It covers eight vital elements of having a financial services industry business.

In this episode, learn about 101 ADVISOR SOLUTIONS and hear about relevant takeaways that could help move your business forward.

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, 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 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.