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Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

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Page 1: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Daniel C. FinleyPresident and Co-founder

Advisor Solutions, Inc.

Managing Your Inner AdvisorStrategies for Getting Off the Emotional Roller Coaster

Page 2: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Managing Your Inner Advisor

Understanding the Emotional Roller Coaster: My Story

Emotional Roller Coaster: Patterns

The Four Most Common Types of Negative Self-Talk

Steps to Conquering Negative Self-Talk

Examples of Negative Self-Talk

Action Steps to Managing Your Inner Advisor

Session Agenda

Page 3: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

“The inner advisor is that little voice—positive or negative—that dictates your thoughts, feelings and actions. You know that little voice inside your head which tells you that you will make it or you will not make it in this business. It’s your ability to manage your inner advisor that will get you off the emotional roller coaster ride”.

Daniel C. Finley

Advisor Solutions, Inc

Managing Your Inner Advisor

Page 4: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

My Original Red Spiral Notebook Marked “Ideas” Evolved into Daily Log of Self Discovery

Disenchantment with Process led to Shelving the Log for a Time

Picking Log Back Up & Review of Past Entries Led to Self-Realization of Personal Emotional Roller Coaster

Understanding the Emotional Roller Coaster: My Story

Page 5: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Emotional Roller Coaster: Patterns

Beginning of the Emotional Descent

Emotional Valley

Emotional Assent

Emotional Peak

Ending the Ride

Page 6: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Definition of negative self-talk by Edmund J. Bourne, Ph.D. simply defines negative self-talk as a series of bad habits which usually perpetuates avoidance.

Negative Self –Talk Defined

Page 7: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

1. The Worried Advisor whose “voice” promotes anxiety & fear

2. The Critical Advisor whose “voice” promotes low self-esteem

3. The Victimized Advisor whose “voice” promotes helplessness, hopelessness & depression

4. The Perfectionist Advisor whose “voice” promotes stress & burnout

The 4 Common Types of Negative Self-Talk

Page 8: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

What Inner “voice” are you listening too?

What is that “voice” costing you emotionally?

How is that “voice” affecting your business?

What Is It That You Are Listening Too?

Page 9: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

1. Awareness

2. Change Negative Belief Systems

3. The Power of Positive Thoughts

4. Reality of Conflicting Belief Systems

5. Use of Relief Questions

6. Use of Positive Counterstatements & Reinforcement

How To Conquer Negative Self-Talk

Page 10: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

Awareness

Conditioned Thinking

Positive or Negative

Is this type of thinking good for my business??

Page 11: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

Changing Negative Belief Systems

People Gravitate Towards their Stronger Belief System regardless of whether it is positive or negative in nature

Definition of Belief Systems

Changing or Replacing a Belief System

Page 12: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

The Power of Positive Beliefs

Our thoughts have a direct influence on the outcomes in our life.

Page 13: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

The Reality of Conflicting Belief Systems

It is the level of certainty that one has about a specific belief system which will dictate the amount of action or non-action

one has which reinforces the belief.

Page 14: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

Use of Relief Questions & Statements

Weaken the power of negative belief systems using Socratic questions

If you were a tire and your anxiety was the air inside the tire than the relief statement is the valve in which you can push to release the anxiety inside of you.

Page 15: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Conquering Negative Self-Talk

Use of Positive Counterstatements

You must feel more strongly about your positive counterstatement than you do your previous negative belief

system for your self-talk to change

Typically, positive counterstatements are a longer “dialogue”; negative self-talk could be one sentence but a positive counterstatement a paragraph in length (examples ahead)

Page 16: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

The Worried Advisor

“What if I lose everything trying to build my business?”

The Relief Question:

What is the evidence that I will lose everything?”

The Positive Counterstatement:

“A bad month or a bad quarter while financially uncomfortable is not the end of my financial security. I am on salary for another year, I have equity in my home and I am consistently

adding new assets, new accounts and new gross commissions to my business everyday. I have never lost everything before and will work smart to never be in that type of financial

situation.”

Examples of Conquering Negative Self-Talk

Page 17: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

The Critical Advisor

“I will not close this account because they always need to think about

it. They never want to move their money to me.”

The Relief Question:

“Is this always true?” “Have I ever closed an account before with any prospect?”

The Positive Counterstatement:

“Closing an account is merely a function of getting ready for any and all objections that may possibly come up. I can use an objection resolutions model to address any objection that

a prospect has. Other advisors prepare for meetings, and I can too. Once I learn the process it will get easier and easier as I apply it.”

Examples of Conquering Negative Self-Talk

Page 18: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

The Victimized Advisor

“I can’t make it in this business. I can’t cold call because cold calling

does not work in this environment any more.”

The Relief Questions:

“Is this absolutely true? Is cold calling working for anyone anywhere

in the country? If so, who in my firm would know of someone who is successfully building their business cold calling?”

The Positive Counterstatement:

“Cold calling is a learned skill that anyone can master! All I have to do is find a successful advisor in my firm who is consistently setting up appointments, and opening up accounts by

cold calling and learn their process. Then, I can practice it and perfect my cold calling

skills!”

Examples of Conquering Negative Self-Talk

Page 19: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

The Perfectionist Advisor

“I have to hit my gross goals this month!”

The Relief Questions:

“What is the worst thing that could possibly happen if I don’t hit my

gross goals for this month? Is that so bad?”

The Positive Counterstatement:

“Hitting my monthly gross goal is just a function of having a

consistently filled pipeline. I can prospect daily and build a great

pipeline. This is not life threatening!”

Examples of Conquering Negative Self-Talk

Page 20: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Analyze Your Emotional Roller Coaster

Rate Yourself (1-4) Using the Four Most Common Types of Negative Self-Talk

Write Down Relief Questions & Positive Counterstatements

Use Them & Repeat Often to Replace Conflicting Belief Systems

Action Steps to Managing Your Inner Advisor

Page 21: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

"Stop thinking trouble if you want to attract its opposite; stop thinking poverty if you wishto attract plenty. Refuse to have anything to do with the things you fear, thethings you do not want." Instead you must think rightly about those things

you want to attract.”

Orison Swett MardenAuthor of How to Get What You Want

Page 22: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Opening Up Discussion for Questions

Page 23: Daniel C. Finley President and Co-founder Advisor Solutions, Inc. Managing Your Inner Advisor Strategies for Getting Off the Emotional Roller Coaster

Daniel C. FinleyPresident and Co-founder

Advisor Solutions, Inc.

[email protected]