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 ever have a first appointment with a new prospect only to realize later that it was also a last appointment? The prospect didn’t want to meet again to hear your recommendations. Instead, they said they needed to speak to their spouse first or check their calendar. In reality, they didn’t see the value in meeting again, and when you followed up, they never returned your calls. Can you relate to this? If so, know t...
Do you ever wonder why some people seem to grow their business year after year while others might be stuck on a production plateau? It could be as simple as them knowing one thing you don’t know: how to unclog the pipeline.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way to unclog their sales pipeline. They don’t take the time to u...
Do you ever think about your business as a journey of experiences? From the day you started your business to today, you have been on a journey to build, grow, maintain, and run your business. Each part of the journey has been an experience—whether it’s prospecting, client servicing, managing staff, managing upper management, or even managing yourself, you’ve created different experiences.
The big question is, have...
Do you want to get to the next level with your business, but you are unsure how? The answer might lie in finding your business's red flags. You probably have a number of red flags or clear warning signs of danger in your business that are holding you back from reaching the next level of success. But, if you don’t know what they are, then you will never be able to overcome them.
Most financial advisors, insurance agents, ...
Do you want to work harder or work smarter in your business? I think we all want to work smarter! The bigger question is, do you know how to work smarter? Do you have proven strategies that have worked for successful advisors and agents that work for you?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have specific strategies for working smarter in their businesse...
Do you ever feel like you have too much to do? You know that you want to grow your business, but you don’t know how to scale it as it grows.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a method for scaling their businesses. They have never realized that specific strategies can create scalability. To effectively scale your business, you need the right peopl...
Do you have a positive attitude about prospecting? Are you excited about bringing the next prospect into your pipeline, or do you dread the entire process? If you relate to the latter, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t understand what it takes to be successful at prospecting, a positive attitude. Creating a positive prospecting attit...
Are there some clients that you don't connect well with? When they call, you'd rather not pick up? If this sounds like you, you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have some clients that they just don't connect with. They have never had a process for forging a connection with negative clients.
Think of it this way, clients who are being negative are ...
Do you like a good story? Most people do! But, do you feel that you can tell a good story? Do you have a framework for telling stories that can capture your prospect’s or client’s attention, pull them into the story, and help them understand what they need to do in order to be the hero of their own story?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t ...
Picture being in your parent's car at 3 years old and you drive under a green light. You notice the color green, but you don’t know what it means. But your parents know! They know that green means go, yellow means yield, and red means stop. You don’t find that out for a year later. That’s what I refer to as a GREEN LIGHT MOMENT-it’s a moment where something happens, and you know exactly what to do…
Wh...
Have you ever sat down to do something that you feel is important, such as prospect new people, follow up with prospects stuck in your sales pipeline, or prep for an appointment, only to have the moment hijacked by client interruptions? It might start with a quick client email, then a call from a client about their portfolio, followed by a text from a client to reschedule, and the next thing you know, an hour has gone by. This proc...
Do you ever feel like you over-promise and under-deliver when it comes to your client servicing system? Do you have the type of system that turns clients into raving fans? If not, then know this…you, are not alone!
Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers want to service their clients in the best way possible but most fail to understand the essential “How To's&rdq...
Picture this, your best friend wants to bet on the football game that you are about to watch with him or her. Neither of you is a fan of either team so it doesn’t matter to you who wins or loses. But you know one thing that your friend does not: one team is known for running elaborate plays while the other doesn’t even have a playbook. Which team will you bet on? I think it’s obv...
Do you ever wonder what it takes to make lasting change? Do you understand the areas of your business that need improvement and how to implement changes to transform your business?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to elevate their business. I coach my clients with a step-by-step process for practicing The Principle of Strategic Replacement, ...
Do you ever feel like your pipeline is stuck? You know why prospects need to take the next step, but for some reason, they don’t seem to have any urgency to want to meet, send you their statements, or even make a decision on the recommendations that you’ve worked so hard on to help them reach their financial goals.
If so,...
Do you ever feel like you are overworked and stressed out? Could you use a vacation? Do you feel like you would like to take one, but you just don’t know if you should take the time away? Or maybe you feel like you can’t take one because the market is down, you don’t want to leave clients and/or spend the money.
If this sounds familiar, know that you are not alone. Most advisors and agents at one time or another h...
Do you know your clients well? Sure, you know who they are and what they do. You might even know a lot about their lives and what relationships they care about the most. But do you know what their relationship is with money? Do you know their money mindset? And do you know how to help them have a healthy relationship with money?
Most financial advisors, insurance agents, wholesalers, branch managers, and even ...
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, in...
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 tau...
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. I...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
DISGRACELAND is an award-winning music and true crime podcast about musicians getting away with murder and behaving very badly. Jerry Lee Lewis's 5th wife? Dead. Sid and Nancy? Both dead. Why? Because musicians are insane, and insane things happen to them. Why did we lose Amy Winehouse at 27? Was Debbie Harry really abducted by Ted Bundy as she claims? Is Patti Smith not just the "Godmother of Punk", but also the "Original True Crime Girl"? What really happened the night of the Jay Z nightclub stabbing? What do the Diddy indictments truly reveal? All these stories and more, on artists from every genre and their true crimes, in our massive 260-plus story archive. The Dead, the Stones, Johnny, Willie, Frank, Kurt, Courtney, Gaga, Lana, Taylor, and too many to name. DISGRACELAND is music history come to life through audio storytelling as you've never heard it before, with revealing facts: yes, assassins are the real reason the Beatles quit touring—reclaimed myths: no, Mama Cass didn't die from choking on a ham sandwich––and constant reckoning between art and artist––all told through the lens of true crime. This is the podcast for the self-proclaimed "Disgos", the musically obsessed and the true crime heads; the outsiders, the independent thinkers who know that the best history is the history that gets buried. DISGRACELAND is where host Jake Brennan tells the stories they didn't want told. The kind you'll end up telling someone else. Get ready to uncover hidden truths and buckle up for truly edge-of-your-seat storytelling. New, fully scripted, sound-designed episodes are released every Tuesday. Bonus chat-style episodes where Jake responds to voicemails, texts, and emails from Disgos hit on Thursdays, and "Rewind" episodes from our archive drop on Sundays. DISGRACELAND is not a journalistic podcast. It's an entertainment podcast inspired by true events. Certain dialogue and scenes are dramatized, as is common in scripted entertainment based on real stories. Sources and credits for each episode are available at www.disgracelandpod.com. To unlock ad-free listening, exclusive content, and connect with your fellow Disgos, go to www.disgracelandpod.com to become an All Access member. Rocka Rolla.