The Trusted Advisor Podcast - Sales, Marketing, and Lead Generation for Financial Advisors, Estate Planning Attorneys, and Insurance Professionals Tue, 23 Jun 2026 11:12:10 -0400 en-us © 2026 The Trusted Advisor Podcast - Sales, Marketing, and Lead Generation for Financial Advisors, Estate Planning Attorneys, and Insurance Professionals yes 2fd8e358-214f-58b1-ab07-060e4551f1d0 Solomon Thimothy episodic false The Trusted Advisor Podcast is a practical sales, marketing, and lead generation show for financial advisors, estate planning attorneys, and insurance professionals who want more qualified clients without relying solely on referrals or outdated networking tactics.

Hosted by Solomon Thimothy, the podcast breaks down how professionals in trust-based industries actually grow. Each episode features real conversations with financial advisors, wealth managers, estate planning lawyers, trust and probate attorneys, and insurance agents who work with high-net-worth individuals, families, and business owners.

This show focuses on client acquisition systems that work in highly regulated, relationship-driven industries. You will learn how financial advisors generate consistent leads, how estate planning attorneys attract ideal clients, and how insurance professionals build authority and trust before the first conversation.

Topics include sales strategy for financial advisors, marketing for estate planning attorneys, insurance agent lead generation, referral systems, content marketing, personal branding, authority positioning, compliant marketing strategies, and converting conversations into long-term client relationships.


If you are a financial advisor, estate planning attorney, or insurance professional looking to improve sales performance, marketing clarity, and lead generation without gimmicks, The Trusted Advisor Podcast is built for you.

]]> Buzzsprout (https://www.buzzsprout.com) Solomon Thimothy https://storage.buzzsprout.com/x333d1ml6rl283of22ywy8oz45zd?.jpg The Trusted Advisor Podcast - Sales, Marketing, and Lead Generation for Financial Advisors, Estate Planning Attorneys, and Insurance Professionals How Great Leaders Build Trust: Communication Tips for Entrepreneurs How Great Leaders Build Trust: Communication Tips for Entrepreneurs How do you turn expertise into a thriving business? And what separates trusted leaders from those who struggle to gain traction?

In this episode, communication coach Teresa Easler shares her journey from offering free advice to building a successful coaching practice rooted in trust, clarity, and meaningful results. 

She discusses the most common communication mistakes entrepreneurs make, why self-awareness is a critical leadership skill, and how clear expectations can transform both teams and businesses.

Teresa also introduces practical frameworks, including the Experience Transformer and Impact Filter, that help leaders improve communication, strengthen relationships, and create greater impact.

Whether you're an entrepreneur, business owner, manager, or aspiring leader, you'll gain actionable insights to improve the way you communicate, lead, and grow.

In This Episode

  • Teresa's journey to becoming a trusted communication coach
  • How to transition from giving free advice to paid expertise
  • Common communication mistakes entrepreneurs make
  • The role of trust in leadership and business growth
  • Practical tools for improving communication and team alignment
  • The Experience Transformer and Impact Filter frameworks
  • Why self-awareness and patience are essential leadership skills
  • How to set clear expectations and create better outcomes

Subscribe for more real-world strategies on trust, growth, and client acquisition.

Discover more insights and strategies at ims.net

Learn about Connect To The Core at www.connecttothecore.com 



]]> How do you turn expertise into a thriving business? And what separates trusted leaders from those who struggle to gain traction?

In this episode, communication coach Teresa Easler shares her journey from offering free advice to building a successful coaching practice rooted in trust, clarity, and meaningful results. 

She discusses the most common communication mistakes entrepreneurs make, why self-awareness is a critical leadership skill, and how clear expectations can transform both teams and businesses.

Teresa also introduces practical frameworks, including the Experience Transformer and Impact Filter, that help leaders improve communication, strengthen relationships, and create greater impact.

Whether you're an entrepreneur, business owner, manager, or aspiring leader, you'll gain actionable insights to improve the way you communicate, lead, and grow.

In This Episode

  • Teresa's journey to becoming a trusted communication coach
  • How to transition from giving free advice to paid expertise
  • Common communication mistakes entrepreneurs make
  • The role of trust in leadership and business growth
  • Practical tools for improving communication and team alignment
  • The Experience Transformer and Impact Filter frameworks
  • Why self-awareness and patience are essential leadership skills
  • How to set clear expectations and create better outcomes

Subscribe for more real-world strategies on trust, growth, and client acquisition.

Discover more insights and strategies at ims.net

Learn about Connect To The Core at www.connecttothecore.com 



]]> Solomon Thimothy Buzzsprout-19384892 Mon, 22 Jun 2026 12:00:00 -0400 1053 1 4 full false Why Working Harder Is Keeping You Stuck (And What to Do Instead) Why Working Harder Is Keeping You Stuck (And What to Do Instead) 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 ability
  • Why perfectionism is killing your growth
  • A smarter alternative to billable-hour thinking
  • How to create more results with less effort

Scaling 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.net

Connect with The Viking Academy at www.vikingacademy.com 

]]> 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 ability
  • Why perfectionism is killing your growth
  • A smarter alternative to billable-hour thinking
  • How to create more results with less effort

Scaling 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.net

Connect with The Viking Academy at www.vikingacademy.com 

]]> Solomon Thimothy Buzzsprout-19313194 Mon, 08 Jun 2026 12:00:00 -0400 1374 1 3 full false The Secret to Turning Sales Calls Into Trusted Advisor Relationships The Secret to Turning Sales Calls Into Trusted Advisor Relationships 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 advisors
  • How to ask questions that unlock deeper client trust
  • A simple framework to increase client lifetime value
  • How to align your team around strengths and “unique ability”
  • Where AI fits in without losing the human edge

If 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.net

Learn more about the Strategic Coach at https://www.strategiccoach.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 advisors
  • How to ask questions that unlock deeper client trust
  • A simple framework to increase client lifetime value
  • How to align your team around strengths and “unique ability”
  • Where AI fits in without losing the human edge

If 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.net

Learn more about the Strategic Coach at https://www.strategiccoach.com



]]> Solomon Thimothy Buzzsprout-19196967 Mon, 25 May 2026 10:00:00 -0400 1839 1 2 full false From $0 to 1,000 Lots: The Real Story Behind Building a Resilient Business From $0 to 1,000 Lots: The Real Story Behind Building a Resilient Business 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 win
  • Lessons from the 2008 financial crisis
  • Why transparency builds trust (and deals)
  • How to scale without losing control

If 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.net

Connect with Cook Brothers Homes: cookbroshomes.com 

Subscribe for more real-world growth strategies 🚀



]]> 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 win
  • Lessons from the 2008 financial crisis
  • Why transparency builds trust (and deals)
  • How to scale without losing control

If 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.net

Connect with Cook Brothers Homes: cookbroshomes.com 

Subscribe for more real-world growth strategies 🚀



]]> Solomon Thimothy Buzzsprout-19128627 Mon, 11 May 2026 12:00:00 -0400 1764 1 1 full false