Podbean logo
  • Discover
  • Podcast Features
    • Podcast Hosting

      Start your podcast with all the features you need.

    • Podbean AI Podbean AI

      AI-Enhanced Audio Quality and Content Generation.

    • Blog to Podcast

      Repurpose your blog into an engaging podcast.

    • Video to Podcast

      Convert YouTube playlists to podcasts, videos to audios.

  • Monetization
    • Ads Marketplace

      Join Ads Marketplace to earn through podcast sponsorships.

    • PodAds

      Manage your ads with dynamic ad insertion capability.

    • Apple Podcasts Subscriptions Integration

      Monetize with Apple Podcasts Subscriptions via Podbean.

    • Live Streaming

      Earn rewards and recurring income from Fan Club membership.

  • Podbean App
    • Podcast Studio

      Easy-to-use audio recorder app.

    • Podcast App

      The best podcast player & podcast app.

  • Help and Support
    • Help Center

      Get the answers and support you need.

    • Podbean Academy

      Resources and guides to launch, grow, and monetize podcast.

    • Podbean Blog

      Stay updated with the latest podcasting tips and trends.

    • What’s New

      Check out our newest and recently released features!

    • Podcasting Smarter

      Podcast interviews, best practices, and helpful tips.

  • Popular Topics
    • How to Start a Podcast

      The step-by-step guide to start your own podcast.

    • How to Start a Live Podcast

      Create the best live podcast and engage your audience.

    • How to Monetize a Podcast

      Tips on making the decision to monetize your podcast.

    • How to Promote Your Podcast

      The best ways to get more eyes and ears on your podcast.

    • Podcast Advertising 101

      Everything you need to know about podcast advertising.

    • Mobile Podcast Recording Guide

      The ultimate guide to recording a podcast on your phone.

    • How to Use Group Recording

      Steps to set up and use group recording in the Podbean app.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
      • Podcast Hosting

        Start your podcast with all the features you need.

      • Podbean AI Podbean AI

        AI-Enhanced Audio Quality and Content Generation.

      • Blog to Podcast

        Repurpose your blog into an engaging podcast.

      • Video to Podcast

        Convert YouTube playlists to podcasts, videos to audios.

    • Monetization
      • Ads Marketplace

        Join Ads Marketplace to earn through podcast sponsorships.

      • PodAds

        Manage your ads with dynamic ad insertion capability.

      • Apple Podcasts Subscriptions Integration

        Monetize with Apple Podcasts Subscriptions via Podbean.

      • Live Streaming

        Earn rewards and recurring income from Fan Club membership.

    • Podbean App
      • Podcast Studio

        Easy-to-use audio recorder app.

      • Podcast App

        The best podcast player & podcast app.

  • Advertisers
  • Enterprise
  • Pricing
  • Resources
    • Help and Support
      • Help Center

        Get the answers and support you need.

      • Podbean Academy

        Resources and guides to launch, grow, and monetize podcast.

      • Podbean Blog

        Stay updated with the latest podcasting tips and trends.

      • What’s New

        Check out our newest and recently released features!

      • Podcasting Smarter

        Podcast interviews, best practices, and helpful tips.

    • Popular Topics
      • How to Start a Podcast

        The step-by-step guide to start your own podcast.

      • How to Start a Live Podcast

        Create the best live podcast and engage your audience.

      • How to Monetize a Podcast

        Tips on making the decision to monetize your podcast.

      • How to Promote Your Podcast

        The best ways to get more eyes and ears on your podcast.

      • Podcast Advertising 101

        Everything you need to know about podcast advertising.

      • Mobile Podcast Recording Guide

        The ultimate guide to recording a podcast on your phone.

      • How to Use Group Recording

        Steps to set up and use group recording in the Podbean app.

  • Discover
  • Log in
    Sign up free
The Advisor Solutions Podcast

The Advisor Solutions Podcast

Business

The Advisor Solutions Podcast EP 24- Mastering The Initial Contact

The Advisor Solutions Podcast EP 24- Mastering The Initial Contact

2022-10-18
Download

Do you love prospecting? It doesn’t matter if you are calling your client base to cross-sell or calling strangers to set an appointment, you just love it! Or, do you just tolerate it when you have to, when your pipeline is dry and you are in a state of concern or worse yet panic?

If so, know this… you, are not alone!

Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers say that they don’t like prospecting because they don’t have a process for making the initial contact.  They have been “winging it” for most of their career. Unfortunately, “winging it", doesn’t work!

In this episode, learn a process for mastering the initial contact.

 

view more

More Episodes

The Advisor Solutions Podcast EP 139- Developing Effective Team Dynamics
2025-05-06 32
The Advisor Solutions EP 76- How to Connect with A Negative Client
2025-04-29 83
The Advisor Solutions Podcast EP 138- Mastering the Peaks & Valleys of Prospecting
2025-04-22 38
The Advisor Solutions Podcast EP 123- How to Break Bad News
2025-04-15 84
The Advisor Solutions Podcast EP 57- How to Train Your Clients
2025-04-08 100
The Advisor Solutions Podcast EP 73- Becoming a Professional Problem Solver
2025-04-01 91
The Advisor Solutions Podcast EP 137- Finding Your Sales Pipeline Red Flags
2025-03-25 33
The Advisor Solutions Podcast EP 136- Managing Your Business During Market Volatility
2025-03-18 51
The Advisor Solutions Podcast EP 135- Developing Your Daily Action Plan
2025-03-11 56
The Advisor Solutions Podcast EP 67: Creating Your Business Comeback
2025-03-04 90
The Advisor Solutions Podcast EP52- Why the Advisor Solutions Individual Coaching Works!
2025-02-25 80
The Advisor Solutions Podcast EP 134- Mastering Your Monthly Action Plan
2025-02-18 59
The Advisor Solutions Podcast EP 62- Learning to Love Prospecting
2025-02-11 119
The Advisor Solutions Podcast EP 92- Finding Your Business Flow
2025-02-04 112
The Advisor Solutions Podcast EP 133- Creating Your Quarterly Action Plan
2025-01-28 61
The Advisor Solutions Podcast EP 102- Mapping, Measuring & Mastering Milestones
2025-01-21 74
The Advisor Solutions Podcast EP 34- Building Your Business Blueprint
2025-01-14 111
The Advisor Solutions Podcast EP 132- Mastering a Growth Mindset
2025-01-06 46
The Advisor Solutions Podcast EP 86- The Reality of Creating a Record Setting Year
2024-12-31 96
The Advisor Solutions Podcast EP 88- Mastering Your Morning Rituals
2024-12-24 128
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks
  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers
  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101
  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podbean Amplified Podcast
    • Badges
    • Resources
  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2025 Podbean.com