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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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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!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know the secret to get the most out of their day. The reason is that they have never really learned what successful advisors and agents do each morning before work to start their day off right with morning rituals.
Morning rituals can set the tone for the rest of the day. And, when done over time, they can have a lasting positive impact, including reduced stress, mental clarity, and energy!
In this episode, learn what successful advisors and agents do to create, implement, and master their morning rituals!
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 those who have bad habits tend to stay on a production plateau.
Now, the real question is, do you feel like you are stuck on a production plateau? If so, know that you are not alone.
Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have business habits that lead to successful outcomes. They typically don’t understand the power that habits can play in their day-to-day lives. Rather, they are conditioned to continue applying the same bad habits, which keep them on a production plateau.
This episode shares practical strategies successful advisors and agents have used to create business habits that are fruitful. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.
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 about this time of the year as an opportunity to learn from the past, take action in the present and prepare for the future. Why not have a strategic plan to make the most of the holiday season and go into the new year knowing you did everything you could?
This episode shares practical strategies successful advisors and agents have used to have an effective business during the holiday season. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.
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 doesn’t just slow down your business—it can prevent it from reaching its full potential. Without the proper structure, communication, and leadership, even a great team can quickly become dysfunctional.
But here’s the good news: There IS a better way!
In this episode, I explore key elements that drive healthy, productive team dynamics and show you how to build a team that supports your growth, frees your time, and makes your business easier to run.
These aren’t just big ideas—these are practical, real-world strategies you can implement immediately to transform your team’s performance.
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.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers struggle with stalled conversations because they focus too much on what they want. What really creates momentum is understanding what the other person wants. In other words, you need to start Looking for Leverage—the emotional, logical, or practical reason that makes them want to move forward. And, design your appointment around that!
In this episode, you’ll learn how to shift your mindset, uncover what truly motivates people, and design conversations around what benefits them, and not your agenda. If you're ready to reduce resistance, build stronger connections, and create more momentum, this episode will show you how to make every conversation count.
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 Gap, which is the lag between your request and your client’s action.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers are unaware that they’re dealing with it. Instead of addressing the cause, they send another reminder or hope the client eventually responds. But the key isn’t following up more; rather, it’s following up with a smarter, proven framework that motivates clients to take action now.
In this episode, you’ll learn how to close The Response Gap, build The Urgency Framework, and use The Curiosity Message to re-engage clients faster and keep your servicing process flowing smoothly.
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?
That’s not just a bad week; it's a sign that you have business bottlenecks.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t even realize they’re stuck; they think it’s normal. And, instead of addressing the root cause, they try to power through by working harder. But the key isn’t working more; it’s working smarter, so your business flows with more clarity, consistency, and control.
In this episode, you’ll learn how to recognize the most common business bottlenecks, apply the right tools and techniques to break through them, hear advisor success stories, and create the momentum your business needs to thrive!
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, prospecting, or client servicing get backed up, the whole system stalls. These clogs are what I call Business Bottlenecks because they slow down your business and, as a result, can quietly drain your time, energy, and momentum.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t even realize they have bottlenecks, or worse, they try to outwork them. But working harder doesn’t fix what’s broken; instead, you need to work smarter.
In this episode, you’ll learn how to identify, fix, and prevent the clogs that are slowing your growth, so your time, team, and systems can finally flow with clarity and control.
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 work… stops working. That’s not failure, it’s a signal. It means it’s time to evolve your systems, not your schedule.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers don’t have a blueprint for growth. Instead, they operate day to day, hoping more effort leads to better results. But there’s a smarter way to scale and it starts with building your Next Level Blueprint.
If you're ready to stop spinning your wheels and finally reach the next level, this episode will tell you how to turn intention into implementation and progress into predictable success!
In this episode, you’ll learn how top advisors identify what’s holding them back, create intentional systems, and execute consistently to achieve long-term growth.
Have you ever had a great meeting with a prospect, strong rapport, a solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back.
It’s one of the most frustrating experiences for those in financial services because you did everything right, showed the numbers, backed it up with logic, and presented the best solutions. But here’s the truth: logic informs and emotion moves.
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers have a problem with not knowing how to create emotional connections because they don’t have what I call an Emotional Connection System!
In this episode, learn what other successful advisors and agents have done to create emotional connections that close sales.
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 attitude allows you to be fully engaged and enjoy prospecting to the point where you can’t wait to add another prospect through the pipeline.
You see, everything begins between your ears. I can teach you all the tools, techniques, strategies, and solutions to put people into and move through the pipeline, but if you don’t have any desire to prospect, you simply won’t. And that desire comes from having a positive attitude about prospecting.
This episode shares practical strategies that successful advisors and agents have used to create a positive prospecting attitude and build mental strength. These are not just theoretical concepts but actionable steps you can implement in your practice.
Do you ever wonder what’s next? Will the market pull back again? Will the Fed raise interest rates again? Will inflation keep rising? Will clients keep having concerns?
How will you manage all of these uncertainties? If you have ever dealt with these issues, know you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t know how to manage uncertainty. Most have never looked at a process for expecting the unexpected nor how to manage what they will do in uncertain times.
In this episode, learn what other successful advisors and agents have done to manage uncertainty!
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 you created the ultimate experience for prospects, clients, staff, management, and yourself? Or are you busy in your business and haven’t given the journey, and the experience you and other people are having any thought?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t take the time to enjoy the journey, much less create positive experiences for themselves or others! They don’t understand the process of making their business, their lives, and the lives of everyone around them better. As a result, they keep doing the same things and having experiences that are not fulfilling.
This episode shares how successful advisors and agents learn how to identify experiences to make your business more enjoyable!
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, wholesalers, branch managers, and even agency managers don’t take the time to unearth their business red flags! They don’t have a way to identify what is holding them back much less a way to overcome it. As a result, they keep doing the same things and they just think that it’s normal that they are supposed to have these challenges.
This episode shares how successful advisors and agents learn strategies to identify and overcome red flags.
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 businesses. They are so busy working “IN” their business that they don’t take the time to work “ON” their business. As a result, they keep doing the same things that they have always done.
In order to get to the next level, they feel like they have to just keep doing more of what they are doing. The problem with this type of mentality is that it just means working harder and not smarter!
This episode shares how successful advisors and agents learn strategies to work smarter in their businesses.
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 people, products, technology, and systems in place to create the growth you want without chaos or overwhelm.
Your scalability is your ability to maintain a good performance as your business grows. You want to be scalable because it means you have the ability to attract the right talent, clients, and eventually buyer(s) for your business when you decide to retire.
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 understand how to create a great story much less compile an entire storybook that they can utilize. The reason is that they have never viewed the topics of stories and storytelling as a process for adding value and helping prospects/clients understand what the advisor knows which are the solutions to challenges that prospects/clients need in order to obtain their financial goals. The best way to do that is to have an architecture for telling stories to position the advisor as the guide and the prospect or client as the hero!
This week’s episode shares how successful advisors and agents use a specific story telling framework to connect with prospects and clients to build a business storybook.
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 obvious, the one who is prepared!
This leads me to the question, do you have a pipeline playbook? Do you know exactly how many people are in your sales pipeline at any given time? Do you have a strategy (or a play) for systematically adding people to the pipeline and moving each person to the next step?
Do you have a strategy (or play) for every type of tactical situation that could happen in each stage of the pipeline? Do you know what clogs are in the pipeline and how to unclog them?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a pipeline playbook! This is because they have never viewed “Building a Pipeline Playbook” as a stepwise process for knowing what to do in every possible situation and how to have a strategy to put people into and through the pipeline.
This episode shares how successful advisors and agents can utilize a stepwise approach to understanding, creating, and maintaining a sales pipeline by having a pipeline playbook.
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…
What if there are several GREENLIGHT MOMENTS in your business and you have no idea when to look for them, what they are and how to respond? Well, now you will!
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, a four-step process for getting to the root cause of bad habits and then what it takes to replace bad habits with good ones to create the results in your business that you’ve always wanted!
In this episode, learn what other successful advisors and agents have done so you, too, can take your business to the next level.
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