The Advisor Solutions Podcast
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.
Episodes
Do you want to take your business to the next level, but you're unsure how? It might be as simple as identifying the red flags in your sales pipeline. What I mean is, chances are you have a few red flags (or clogs) in your sales pipeline that are holding you back from achieving the success you’ve always wanted. And if you don’t know what those red flags are, you’ll never be able to overcome them.
Does that sound like you? If so, yo...
Do you control your day, or does your day control you?
If you're unsure, one way to tell is by looking at how your days unfold and how you react to what happens. Do you start each morning with the best intentions, knowing precisely what you want to accomplish, only to reach the end of the day wondering where the time went—and r...
Have you ever met with a prospect, delivered your presentation, answered every question, and still walked away without the sale?
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers assume the problem is a lack of leads or opportunities. But often, the real issue isn’t activity; it’s a la...
Do you ever feel like a month flies by too fast? Before you know it, the months string together, and you reach a new quarter, but you really aren’t any further along at growing your business than you were three months ago. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to consistently compartmentali...
Do you love to prospect? Do you get into the office and can’t wait to make that first call? Well, if you are like most advisors and agents, you don’t! You probably look for anything else to do rather than prospecting. Does this sound like you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out p...
I’m sure you’ve heard the old saying, “Time flies when you are having fun,” but have you ever thought about why it flies so quickly? What would it take for you to find fun doing what you do in your business? Do you know how to be “in the zone”?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to fi...
Do you ever feel stuck in your career, wondering how to overcome challenges? Or maybe you are looking for the right tools to unlock your potential, or just the thought of figuring out how to get to the next level seems overwhelming. In fact, it might feel like you are on an emotional rollercoaster ride, wanting to grow your business but not feeling confident in your ability to do so. Does this sound like you? If so, know that you a...
Do you ever have the best of intentions and yet feel a little lost with your business soon after the New Year? What I mean is that the time between New Year’s and the end of the first quarter is often a blur, and as a result, you may not feel like you are on your way to accomplishing the goals you set just weeks ago. Does this sound like you? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers...
How do you measure success in your business? Do you measure it only by one set of measurements, accomplishing goals? For example, the goal is to gather twenty-four million in new assets in a year. If you achieve it, you succeed, but if you don’t, you fail. It seems pretty straightforward.
Most financial advisors, insurance agents, wholesalers, branc...
Have you ever created a business plan in January only to realize that you aren’t following it by March or April? Does this sound familiar? If so, know this… you, are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers don’t have a well thought out process for getting to the next level. They start out the year with their business plans with the best of intentions, only to get s...
Do you know what it takes to create a record setting year? You might be thinking that it’s simple- if I do more, I will get better results.
The problem with that is, that you’re just working harder. In order to create a record setting year, you have to know how to work smarter.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have processes and systems to create a record-set...
Do you have a well-thought-out strategy to start your day off right? Like many, you might not. Instead, you probably have morning routines on auto-pilot, like making your bed, brushing your teeth, and running out the door with a cup of coffee in your hand, ready to battle morning rush hour traffic. If so, know that you are not alone!
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Have you ever wondered how successful advisors keep reaching the next level? Some people might say that it is just luck, while others might say it’s about skill. I believe that it really comes down to one simple but powerful thing that they apply each and every day. It’s all about having efficient and productive business habits! You see, those who are successful seem to have daily habits that continue to create more success, while ...
Do you feel a little lost in your business during the holiday season? We all know that the time between Thanksgiving and New Year's is often a blur. Then it’s January, and you have to play catch up, as most likely, the past six weeks haven’t proven productive.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a strategy to finish a year out strong. They have never thought ...
Have you ever had a team that just didn’t click? Where communication was poor, roles were unclear, and productivity suffered, no matter how hard you tried to manage it all? If so, you’re not alone.
Many financial advisors, insurance agents, branch managers, and agency managers struggle with team dynamics without even realizing it. Poor team chemistry...
Have you ever walked into a prospect or client appointment needing someone to take action… only to walk out feeling like you pushed too hard or missed the moment, because the action you wanted didn't occur?
That’s not just a frustrating meeting, it’s a sign your appointment wasn't focused in the right direction.
Have you ever left multiple voicemails, sent follow-up emails, or even texted a client only to hear nothing back for days or weeks? You like the client, but you don’t like the situation. They don’t seem to understand the urgency!
That’s not just a communication gap; ...
Have you ever had one of those days where everything seems to go wrong? You sit down ready to work, but your day gets hijacked by emails, phone calls, client interruptions, and tasks you didn’t plan for, leaving you feeling exhausted and unproductive. And, the rest of the week continues the same way?
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Have you ever felt like your business should be growing faster, but something keeps slowing it down? You’re putting in the effort, but the results aren’t matching. If so, chances are, you’ve got bottlenecks.
Your business is like a pipeline. When everything flows, progress is smooth. But when areas like time management, prospe...
Have you ever felt like you’re working hard, putting in the hours, doing all the right things, but still not getting the results you are used to? You’re not alone. For many advisors, it’s not about effort, but rather it’s about systems.
At a certain point, your business outgrows your current way of doing things. What used to wo...
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