PODCAST · business
The Advisor Solutions Podcast
by 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.
Episodes
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The Advisor Solutions Podcast EP 111- Creating the Ultimate Experience
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…
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The Advisor Solutions Podcast EP 110- Finding Your Business Red Flags
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....
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The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter
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…
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The Advisor Solutions Podcast EP 108- Strategies To Scale Your Business
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…
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The Advisor Solutions Podcast EP 116- Creating a Positive Prospecting Attitude
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...
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The Advisor Solutions EP 76- How to Connect with A Negative Client
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.…
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The Advisor Solutions Podcast EP 107- Building Your Business Storybook
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…
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The Advisor Solutions Podcast EP 2-Understanding Greenlight Moments
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...
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The Advisor Solutions Podcast EP 141- Mastering Your Defensive Client Servicing System
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...
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The Advisor Solutions Podcast EP 31- Creating an Effective Client Servicing System
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...
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The Advisor Solutions Podcast EP 105- The Advisor's Pipeline Playbook
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...
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The Advisor Solutions Podcast EP 81- How to Easily Transform Your Business!
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...
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The Advisor Solutions Podcast EP 53- Creating Urgency and Maintaining the Momentum
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…
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The Advisor Solutions Podcast EP 9- Balancing Vocation with Vacation
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...
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The Advisor Solutions Podcast EP 106- Mastering Your Client's Money Mindset
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...
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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…
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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,...
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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...
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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…
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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…
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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...
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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...
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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...
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The Advisor Solutions Podcast EP 151- The Root Cause of Prospecting Procrastination
Have you ever found yourself putting off prospecting, even when you know exactly what you should be doing? A majority of financial advisors believe that the act of procrastination is a discipline, time management or motivation issue. However in reality, those are just surface-level explanations....
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The Advisor Solutions Podcast EP 150- From Analysis to Action
Have you ever had a business plan that you were excited about? You had a great strategy and even started strong, but within a few days you got sidetracked and you found yourself right back where you began. Does that sound like you? If so, you’re not alone. Most advisors don’t have a system that...
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The Advisor Solutions Podcast EP 138- Mastering the Peaks & Valleys of Prospecting
Have you ever had a great production month followed by an average or even a terrible one? What I mean is, chances are that if you’ve been in the industry for some time, you may have noticed a pattern when it comes to your gross production—and it’s directly related to prospecting. I call this...
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The Advisor Solutions Podcast EP 123- How to Break Bad News
Breaking bad news is never easy, especially when it comes to money, the market, or not getting the coverage that your client wants. But one thing is certain: at some point in your career, you are going to have to break bad news to someone. The real question is, has anyone ever expressed to you…
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The Advisor Solutions Podcast EP 57- How to Train Your Clients
Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before. At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on...
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The Advisor Solutions Podcast EP 149-Building Your Business Improvement Plan
Have you ever felt like you’re working hard, staying busy, meeting with people… but something just isn’t clicking? You know your business should be further along, but if someone asked you, “What exactly isn’t working?” would you have a clear answer? Most financial advisors, insurance agents,...
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The Advisor Solutions Podcast EP52- Why the Advisor Solutions Individual Coaching Works!
Have you ever thought about investing in a business coach? Maybe you have, but you aren’t sure if it is right for you. Well, ask yourself this…how many Olympic gold medalists have had a coach? That’s right, all of them! And, why is that? It is because athletes from the major to the little leagues...
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The Advisor Solutions Podcast EP 73- Becoming a Professional Problem Solver
Do prospects view you as a product pusher or a problem solver? It’s a tough question that you may not want to know the answer to. Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for becoming what I call “A...
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The Advisor Solutions Podcast EP 137- Finding Your Sales Pipeline Red Flags
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...
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The Advisor Solutions Podcast EP 135- Developing Your Daily Action Plan
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...
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The Advisor Solutions Podcast EP 148- The Art of Doing a Sales Analysis
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...
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The Advisor Solutions Podcast EP 134- Mastering Your Monthly Action Plan
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…
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The Advisor Solutions Podcast EP 62- Learning to Love Prospecting
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…
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The Advisor Solutions Podcast EP 92- Finding Your Business Flow
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,...
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The Advisor Solutions Podcast EP 132- Mastering a Growth Mindset
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…
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The Advisor Solutions Podcast EP 133- Creating Your Quarterly Action Plan
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…
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The Advisor Solutions Podcast EP 102- Mapping, Measuring & Mastering Milestones
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...
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The Advisor Solutions Podcast EP 34- Building Your Business Blueprint
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…
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The Advisor Solutions Podcast EP 86- The Reality of Creating a Record Setting Year
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...
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The Advisor Solutions Podcast EP 88- Mastering Your Morning Rituals
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…
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The Advisor Solutions Podcast EP 131- The 7 Habits of Highly Successful Advisors
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…
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The Advisor Solutions Podcast EP 130- How to Finish the Year out Strong
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...
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The Advisor Solutions Podcast EP 139- Developing Effective Team Dynamics
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...
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The Advisor Solutions Podcast EP 147- Looking for the Leverage
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...
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The Advisor Solutions Podcast EP 146- The Art of Creating Client Urgency
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; it’s what I call The Response...
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The Advisor Solutions Podcast EP 145- Breaking Through the Top 5 Business Bottlenecks
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...
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The Advisor Solutions Podcast EP 144- Unclogging Your Business Bottlenecks
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…
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ABOUT THIS SHOW
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.
HOSTED BY
Daniel C. Finley
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Frequently Asked Questions
How many episodes does The Advisor Solutions Podcast have?
The Advisor Solutions Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Advisor Solutions Podcast 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...
How often does The Advisor Solutions Podcast release new episodes?
The Advisor Solutions Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Advisor Solutions Podcast?
You can listen to The Advisor Solutions Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Advisor Solutions Podcast?
The Advisor Solutions Podcast is created and hosted by Daniel C. Finley.
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