The Trusted Advisor Podcast - Sales, Marketing, and Lead Generation for Financial Advisors, Estate Planning Attorneys, and Insurance Professionals

Working more isn’t the answer. Alignment is.In this episode of The Trusted Advisor Podcast, Solomon Thimothy sits down with Erik “The Viking” Solbakken, founder of Viking Academy, to break down how top performers shift from burnout to clarity by focusing on their unique ability.From leaving a traditional accounting path to building a purpose-driven business, Erik shares what actually drives freedom, impact, and long-term growth.In this episode, you’ll learn:How to identify and leverage your unique abilityWhy perfectionism is killing your growthA smarter alternative to billable-hour thinkingHow to create more results with less effortScaling a relationship-driven business doesn’t have to lead to burnout. Tune in to discover a different approach. Subscribe for more real-world strategies on trust, growth, and client acquisition.Discover more insights and strategies at ims.netConnect with The Viking Academy at www.vikingacademy.com 

Still stuck in transactional sales? You’re leaving long-term revenue on the table.In this episode of The Trusted Advisor Podcast, Solomon Thimothy sits down with Shannon Waller (30+ years at Strategic Coach) to break down how top performers move from “selling” to becoming indispensable trusted advisors.They unpack the frameworks that turn one-time deals into high-value, long-term relationships, including the powerful DOS conversation that uncovers what clients really want (and what’s holding them back).Coming up:The real difference between salespeople and trusted advisorsHow to ask questions that unlock deeper client trustA simple framework to increase client lifetime valueHow to align your team around strengths and “unique ability”Where AI fits in without losing the human edgeIf your business depends on trust, and you’re ready to turn single transactions into long-term client relationships - this episode is worth your time. Subscribe for more real-world strategies on trust, growth, and client acquisition 🚀Discover more insights and strategies at ims.netLearn more about the Strategic Coach at https://www.strategiccoach.com

Most “success stories” skip the hard parts. This one doesn’t.In this episode of The Trusted Advisor Podcast, Solomon Thimothy sits down with John Cook, CEO of Cook Brothers Homes, to break down how he went from working night shifts at gas stations to building a homebuilding company with nearly 1,000 developed lots.They dive into surviving the 2008 housing crash, rebuilding from scratch, and scaling through trust, transparency, and smart pivots.You’ll learn:How to start with almost nothing and still winLessons from the 2008 financial crisisWhy transparency builds trust (and deals)How to scale without losing controlIf you’re a financial advisor, attorney, insurance professional, or entrepreneur building a relationship-driven business, this is a must-listen.Discover more insights and strategies at ims.netConnect with Cook Brothers Homes: cookbroshomes.com Subscribe for more real-world growth strategies 🚀