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 the industry.

In this presentation or workshop advisors/agents learn how to:

• Develop An Effective Time Management System
• Discover Prospecting Methods that Work Best for You
• Enhance Necessary Sales Skill Sets
• Understand How To Implement Relationship Building Techniques
• Refine Your Client Servicing System

This event is free for members and non-members!

Zoom instructions will be emailed 1-2 days prior to the event.

Note: This event is not CE eligible. 

Speaker Bio: Daniel C. Finley, Speaker-Facilitator-Author-Consultant-Coach

Daniel C. Finley is the President and Co-Founder of Advisor Solutions—the Premier Financial Advisors Business Consulting and Coaching Service dedicated to helping Financial Advisors Build a Better Business. His 25+ year successful brokerage career began in 1993 and includes 13 years as a successful financial advisor. Dan has acquired over 22,000 hours of individual and group sessions coaching financial advisors since 2004. He has personally experienced and coached successful strategies in all types of business environments so he truly understands the financial advisory and insurance business.

He is the creator of the Advisor Solution 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 individual along a path of business awareness, action and accountability by focusing on over 400 pages of course material covering 24-Weeks of group coaching.

Dan also has several advanced tiers of coaching programs including Pipeline and Sales 1.0 Group Coaching which is a dynamic process focusing on three key facets in order to help advisors/agents unclog their prospecting pipelines and grow their businesses; Pipeline and Sales 2.0 Group Coaching where advisors/agents role play material with one another acting as both client and advisor/agent; The Advisor’s Edge Group Coaching where the goal of the exercises is to help you think on your feet by responding to a number of different possibilities that could unfold in a conversation with a prospect or client and Master Class Coaching where clients role play a specific and relevant topic each month focusing on mastering skill sets.

He has published numerous articles for the Financial Planning Association (F.P.A), Advisor Max, National Association of Insurance and Financial Advisors (NAIFA), Horsesmouth, Association of Financial Counseling, Planning and Education (AFCPE) and Annuity Selling Guide. Dan is actively engaged in discussion boards, expert panels and webinars for many of those same affiliates.
He published his first book, 101 Advisor Solutions: A Financial Advisor’s Guide to Strategies that Educate, Motivate and Inspire in December 2011.