Understanding the 5 Most Important Facets of Your Business
Have you ever wondered why some advisors continuously reach the next level of their business and some do not? It’s not a question of having more luck, but simply one of having better systems. Advisors who want to get to the next level of their business must first understand why their current system(s) are not working. Then, they need to adjust or tweak their system(s). Finally, they need to implement those changes and solutions!
In this dynamic workshop, advisors interact in real time to discuss their specific challenges in five of the most important facets of a business.
In this workshop advisors/agents learn how to:
• Develop Your Time Management System
• Discover Your Prospecting Method that Works for You
• Enhance Your Sales Skill Sets
• Understand Your Strongest Build Relationships Techniques
• Refine Your Client Servicing System
Date: Thursday, July 23
Time: 11:30 a.m.-1:30 p.m.
Location: Zoom
Cost: $10
Daniel C. Finley is the President and Co-Founder of Advisor Solutions—the Premier Financial Advisors Business Consulting and Coaching Service dedicated to helping Advisors Build a Better Business.
His more than 25 year’s successful brokerage career began in 1993 and includes 14 years as a successful financial advisor, as well as over 25,000 hours of individual and group sessions coaching financial advisors since 2004. His financial advisory and coaching experience includes all three major channels of distribution: wirehouse, bank and independent. He has personally experienced and coached successful strategies in all types of business environments as he truly understands the financial advisory industry.
Dan is frequently asked to speak at branch offices and national conferences. His individual coaching and group coaching client list include advisors from A.G. Edwards, Ameriprise Financial, Ameritas Investment Corporation, Cantella & Co., Central Financial Services LPL Financial Services, Macquarie Wealth Services, Smith Barney, Morgan Stanley, H. & R. Block Financial Advisors, Wachovia, Wells Fargo Investments, Merrill Lynch, Bank of America, Edward Jones as well as a multitude of other financial services firms.
He has published numerous articles for Financial Planning Association (FPA), National Association of Insurance & Financial Advisors (NAIFA), Association of Financial Counseling, Planning and Education (AFCPE), Advisor Max, Annuity Selling Guide and Horsesmouth and is actively engaged in discussion boards and expert panels. Dan has also facilitated webinars, presented on-site for over 20 association chapters/regions and is a regular contributor of blog posts as well!
He published his first book, 101 Advisor Solutions: A Financial Advisor’s Guide to Strategies that Educate, Motivate & Inspire in December 2011.
He is the creator of the Advisor Solutions S.M.A.R.T. Start Financial Advisor Coaching Program which stands for "Systematically Managing Activities Requires Training". Advisor Solutions S.M.A.R.T Start Financial Advisor Coaching Program is a dynamic experience that takes an advisor along a path of business awareness, action and accountability by focusing on over 400 pages of course material covering 24 weeks of advisor group coaching. Dan has also created content and role play curriculum for the Advisor Solutions Pipeline & Sales 1.0 and 2.0 Group Coaching Programs. As well as the Advisor’s Edge Group Coaching Program and The Advisor Solutions Master Class Group Coaching Program which are advanced tiers of coaching.
