The Advisor Solutions Podcast Daniel C. Finley
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- Business
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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.
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The Advisor Solutions Podcast EP 100- The Best of The Best Podcasts
What do you think of when you see the number #100? Some people might think of a birthday milestone. Others might think of an income goal related to the number. For me, the number #100 relates to what you are reading about or listening to today, my one-hundredth episode of the Advisor Solutions Podcast.
Whew…it means one hundred weeks of writing, recording, editing, and posting these podcasts. Hitting this BIG number has caused me to pause and reflect on my listeners who have subscribed to this podcast over the past two years. I hope that these podcasts have helped you as much as it has other advisors and agents that I have heard from.
And, what better topic to talk about today than “The Best of the Best,” episodes that I have recorded so that you can learn about what your peers in 24 different countries have listened to the most! This is the first in a two-part series where I’ll share with you the ten most downloaded episodes.
This episode teaches how successful advisors and agents have used The Advisor Solutions Podcast as a solutions library for their business! -
The Advisor Solutions Podcast EP 99- From Beyond the Logo to Building a Brand
I’m sure you’ve heard the old saying, “You never get a second chance to make a first impression.” However, have you considered when that first impression is? Maybe it’s before you ever meet that person. Some people might hear about you or read about you before you speak with them. And, if that’s the case, do you know if you have a good reputation or brand?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand the value of their brand. They have never really viewed building a business brand as something that speaks volumes about their business when they are not around.
Your brand is not just about having a catchy logo or a clever slogan. It’s a journey that involves creating a unique identity, adding meaning to your brand, creating the right emotions, and nurturing lasting relationships so your target market knows what you can do for them.
This episode teaches how successful advisors and agents go beyond their logo to brand-building! -
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!
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The Advisor Solutions Podcast EP 97- The 7 Steps to Building Business Resilience
Are you on an emotional roller coaster? Do you find it challenging to regulate your emotions when faced with a volatile market, client concerns, compliance, or any other kind of adversity? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers are on an emotional roller coaster ride, depending on what is happening at any given moment, because they haven’t learned a step-by-step process for building emotional resilience in their business. Most individuals don’t understand that resilience isn’t just about surviving—it’s about thriving in an ever-changing financial landscape.
When your livelihood depends on you being a pillar of stability for others in the midst of chaos, learning strategies to emotionally bounce back is a must. Many people don’t realize how important it is or don't have the tools or techniques to become more resilient.
This episode teaches how successful advisors and agents use The 7 Steps to Building Business Resilience to succeed! -
The Advisor Solutions Podcast EP 96- Learning From The Lessons of Failure
Do you let your failures get the best of you? Do you view losses such as not closing a prospect, losing a client, or making poor client recommendations as business setbacks? If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers let business failures get the best of them. They have never realized how they view their losses can lead to even greater wins. In other words, winning is exciting, but it’s the losses that can shape us more profoundly because they can lead to personal growth, resilience, and future victories that are much more impactful than present situations.
I’ve always felt that a loss is never a loss if you learn from it. If you live by this perspective, learning from the lessons of failure can lead to better results over the long term.
In this episode, learn how successful advisors and agents change their perspective on failing so that you can learn from them and implement strategies to succeed! -
The Advisor Solutions Podcast EP 95- Mastering Your Stress Management System
Are you stressed out most days? Running a business in the financial services industry can be very stressful. There are plenty of things that you can’t control, such as the stock market, clients, and the economy. As a result, at times, you might be full of anxiety and stress. If this sounds like you, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers spend their days at the office unaware that they are in a constant state of low-level stress. They don’t know it because they are so used to living this way it has become the norm. And, they’ve never learned a stress management system, much less mastered it, in order to live less stressed.
You don’t have to live this way! You have a lot more control than you might think. In fact, realizing that you are in control of your life is the foundation of stress management.
Stress management is about taking control of your thoughts, emotions, time, activities, and energy, as well as how you react to challenging situations when they arise.
In this episode, learn what successful advisors do to master stress management!