The Advisor Solutions Podcast EP 73- Becoming a Professional Problem Solver

2025-04-01

Do prospects view you as a product pusher or a problem solver? It’s a tough question that you may not want to know the answer to. Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for becoming what I call “A Professional Problem Solver.” The reason is that they’ve never really learned a step-wise approach to helping people understand that the prospect has challenges and they (the advisor) have solutions.

Do prospects view you as a product pusher or a problem solver? It’s a tough question that you may not want to know the answer to.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for becoming what I call “A Professional Problem Solver.” The reason is that they’ve never really learned a step-wise approach to helping people understand that the prospect has challenges and they (the advisor) have solutions.

Think of it this way, if you are a one-size-fits-all product pusher, you can easily be replaced by clients. But, if you are a trusted advisor, they will never want to replace you. Also, prospects will view you differently, as someone they need because you can solve their problems.

In this episode, learn what other successful advisors have done to change their communication process to create lasting connections.

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