The Advisor Solutions Podcast

Daniel C. Finley

The Advisor Solutions Podcast is designed to help financial advisors, insurance agents and wholesalers build a better business...one solution at a time. Daniel C. Finley is the host of The Advisor Solutions Podcast and the President and Co-Founder of Advisor Solutions. He has had over 25,000 hours of coaching sessions with groups and individuals.

  1. Jun 30

    The Advisor Solutions Podcast EP 104- Beyond the Production Plateau

    Are you on a production plateau? Most people are or will be at some point in their careers. In fact, your business can go only three ways: up, down, or on a production plateau. And two out of three aren’t good! The big question is, do you know how to get beyond a production plateau?   Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a step-by-step method for getting to the next level with their businesses. The reason is that they have never really viewed getting beyond a production plateau as a stepwise process that you can do over and over again. In addition, have you ever heard the saying, “What got you here, won’t get you there”? Unfortunately, that is true when it comes to kickstarting your business, and here is what I mean: To get to the next level, most likely, you need to do some things you’ve never done before. In other words, prospecting the way you did when you were a rookie is not the best strategy if you are now a veteran. This episode shares how successful advisors and agents learn a stepwise approach to getting to the next level with their business.

    38 min

  2. Jun 23

    The Advisor Solutions Podcast EP56- The Science of Systems

    Do you run your business, or does your business run you? One way to know the answer is if you are typically overwhelmed, run-down, and/or exhausted at the end of the day. If this sounds like you, it’s because you don’t have suitable systems in place. Most financial advisors, insurance agents, wholesalers, branch managers, and even agencies have never been taught best practices for how to create great business systems.  The reason is that they’ve never really looked at their business as having a series of systems. The interesting thing about that is that even if you don’t have a system, that’s a system; it’s winging it! And unfortunately, winging it doesn’t work. In this episode, learn how to create business systems so that you can run your business efficiently instead of your business running you down and draining you.

    29 min

  3. Jun 16

    The Advisor Solutions Podcast EP 68- Strategies for Measuring Success

    Do you have a successful business? Do you have a way to measure your success beyond looking at your paycheck?  Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for measuring success. They have never learned a step-wise approach to measuring their progress instead of just measuring the ultimate end goal. In other words, if all you focus on is the destination, you won’t enjoy the journey! Also, you will obtain more success if you measure your milestones than if you don’t. The reason is that it’s easier to hit a milestone than constantly focusing on the end goal. Each milestone you achieve carries with it a new level of confidence that you are moving further toward your destination!   In this episode, learn what other successful advisors have done to create strategies for measuring their success, establishing milestones, and how they are setting themselves up to extract the most out of their business daily!

    30 min

  4. Jun 9

    The Advisor Solutions Podcast EP 152- Why Prospects Don't Buy

    Have you ever sat down with a prospect, had what you thought was a great conversation, answered all of their questions, and presented a solid solution, only to hear, “I need to think about it”? You leave the meeting feeling confident, yet days later, there’s still no decision. If so, know that you are not alone. Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers have struggled with closing the sale at some point because they don't fully understand The Psychological Barriers to Closing the Sale! In this episode, learn what is really happening inside the mind of a prospect and how to identify the hidden barriers that prevent them from becoming clients.

    29 min

  5. Jun 2

    The Advisor Solutions Podcast EP 14- The Client’s Evolution

    Do you ever wonder how strong your relationships are with your clients? You may have great relationships with your clients and hopefully you do. But are some of your clients' one-time customers while other clients are raving fans? If so, what makes that difference?  If you don’t know why, know that you are not alone! At some point all advisors and agents feel like they are closer to some clients more than they are with others. In this episode, learn what to do to strengthen relationships and make a better connection with your clients.

    28 min

  6. May 26

    The Advisor Solutions Podcast EP 10- The Advisor’s Evolution

    Have you ever wondered why some advisors and agents create very successful businesses, while other advisors and agents never get past the survival stage and they wash out of the business? Is success about luck? Or, timing?  Or, a mix of many things? Maybe you are not sure. Many advisors and agents have felt this way, that they don’t really know what it takes to evolve over the span of a career to have the most successful business possible. In this episode, learn how to find your way by incorporating techniques that work!

    33 min

  7. May 19

    The Advisor Solutions Podcast EP 98- The Art of Managing Emotional Client Behavior

    Do your clients always seem to be on an emotional roller coaster ride? When the market is up, they are happy and sometimes greedy, but when the market is down, they are concerned, fearful, and maybe anxious. As financial advisors, understanding and managing these emotions are critical for maintaining long-term client relationships.  Most financial advisors ride the ups and downs of the emotional roller coaster along with their clients. The reason is that they have never realized that there is an art to managing clients when their emotions are tethered to the market. You see, money can be a very emotional subject for a lot of people. And, when the market is volatile, emotions such as fear, panic, greed, euphoria, anxiety, uncertainty, and loss aversion can become everyday occurrences that financial advisors face. It’s not just financial advisors and their clients that have to face this type of emotional turbulence. In fact, when insurance agents are faced with increasing premiums, their clients get very emotional as well. And, when wholesalers call on advisors and agents, they feel the effects of what the advisors and agents are going through.  This episode teaches how successful advisors and agents can manage emotional client behaviors!

    36 min

  8. May 12

    The Advisor Solutions Podcast EP 71- The Advisor Solutions Toolbox

    Have you ever wondered what your business would be like if you didn’t have resources and tools? Do you ever think about finding resources and tools you don’t have in your toolbox that could take your business to the next level?  Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have the necessary resources and tools to be their most successful selves.  Why?  Because they haven’t identified challenges in their business and uncovered the right resources and tools that are solutions. Unfortunately, most advisors and agents accept challenges as is. In this episode, learn what resources and tools other successful advisors have utilized to see a lasting sustainable change in their business practices!

    36 min
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About

The Advisor Solutions Podcast is designed to help financial advisors, insurance agents and wholesalers build a better business...one solution at a time. Daniel C. Finley is the host of The Advisor Solutions Podcast and the President and Co-Founder of Advisor Solutions. He has had over 25,000 hours of coaching sessions with groups and individuals.

Information

  • Creator
    Daniel C. Finley
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    The Advisor Solutions Podcast

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