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
![The Advisor Solutions Podcast EP 114- Unclogging the Pipeline: Part III](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
4 days ago
4 days ago
Do you ever have a closing appointment with a prospect and are so excited to explain your recommendations that you can’t wait to begin telling them what they are? You start with some small talk but quickly turn the conversation towards what you want them to do. And, the next thing you know, you’ve explained all of the features and benefits, so you ask for the order only to find that they need to “think about it” or “talk to their spouse.”
Then, they leave your office, and when you follow up with a phone call, unfortunately, they either say they are still “thinking about it” or they don’t even pick up the phone, much less call you back! Can you relate to this?
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way of closing an appointment! They don’t take the time to understand each of the possible challenges that can clog the closing appointment section of the pipeline or the solutions to tackle those obstacles. As a result, they go into the closing appointment, telling (or selling) to the prospect instead of helping them want to buy.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline with a Closing Appointment. These are not just theoretical concepts but actionable steps you can implement in your practice.
![The Advisor Solutions Podcast EP 113- Unclogging the Pipeline: Part II](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jul 16, 2024
The Advisor Solutions Podcast EP 113- Unclogging the Pipeline: Part II
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
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 that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way of connecting with a prospect during the first appointment! They don’t take the time to understand each of the possible challenges that can clog the first appointment section of the pipeline, nor the solutions to tackle those obstacles. As a result, they go into the first appointment telling prospects about themselves rather than taking time to ask about the prospect.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline with the First Appointment. These are not just theoretical concepts but actionable steps you can implement in your practice.
![The Advisor Solutions Podcast EP 112- Unclogging the Pipeline: Part I](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jul 09, 2024
The Advisor Solutions Podcast EP 112- Unclogging the Pipeline: Part I
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
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 understand each of the possible challenges that can clog the pipeline or the solutions that exist. As a result, they slow down or stop prospecting altogether, hoping they get an occasional referral or have an occasional client add additional assets.
This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline in Stage #1: The Initial Contact. These are not just theoretical concepts but actionable steps you can implement in your practice.
![The Advisor Solutions Podcast EP 111- Creating the Ultimate Experience](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jul 02, 2024
The Advisor Solutions Podcast EP 111- Creating the Ultimate Experience
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
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!
![The Advisor Solutions Podcast EP 110- Finding Your Business Red Flags](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jun 25, 2024
The Advisor Solutions Podcast EP 110- Finding Your Business Red Flags
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
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.
![The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jun 18, 2024
The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
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.
![The Advisor Solutions Podcast EP 108- Strategies To Scale Your Business](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Saturday Jun 08, 2024
The Advisor Solutions Podcast EP 108- Strategies To Scale Your Business
Saturday Jun 08, 2024
Saturday Jun 08, 2024
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.
![The Advisor Solutions Podcast EP 107- Building Your Business Storybook](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday Jun 04, 2024
The Advisor Solutions Podcast EP 107- Building Your Business Storybook
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
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.
![The Advisor Solutions Podcast EP 106- Mastering Your Client's Money Mindset](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday May 28, 2024
The Advisor Solutions Podcast EP 106- Mastering Your Client's Money Mindset
Tuesday May 28, 2024
Tuesday May 28, 2024
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 agency managers don’t understand how their clients view money. They don’t know it because they have never really learned The Psychology of Money, a fascinating field that explores how our beliefs, emotions, and behaviors around money shape our financial decisions and wealth-building choices. Also, they don’t know their clients' money mindset and personality type.
The role of a financial advisor extends beyond just managing portfolios and providing investment advice. It also involves helping clients develop a healthy relationship with money. This relationship is crucial as it influences financial decisions, impacts financial health, and ultimately shapes the quality of life.
But if you don’t understand the various ways that people relate to money, how they form their mindsets and personalities, or how to help clients have a healthy relationship with money, then you are doing yourself and your clients a disservice.
This episode shares how successful advisors and agents understand how clients and prospects form a complex relationship with money.
![The Advisor Solutions Podcast EP 105- The Advisor's Pipeline Playbook](https://pbcdn1.podbean.com/imglogo/image-logo/13971532/The_Advisor_Solutions_Podcast_Final_Cover_2MP80zhw_300x300.png)
Tuesday May 21, 2024
The Advisor Solutions Podcast EP 105- The Advisor's Pipeline Playbook
Tuesday May 21, 2024
Tuesday May 21, 2024
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.