Author Archives: danielfinley

About danielfinley

Daniel C. Finley is the President and Co-Founder of Advisor Solutions, Inc.—the Premier Financial Advisors Business Consulting and Coaching Service dedicated to helping Advisors Build a Better Business. His 20-year plus successful brokerage career which began in 1993 includes 13 years as a successful financial advisor, as well as over 10,000 hours of individual and group coaching 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 so he truly understands the financial advisory business. He holds licenses with the NASD, (Series 7, 63, 65) life, health and annuity. He is the author of the book, 101 Advisor Solutions: A Financial Advisors Guide to Strategies that Educate, Motivate and Inspire. He is the creator of the S.M.A.R.T. Start Group Coaching Program which stands for (systematically managing activities requires training). He is a 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, LPL Financial Services, Smith Barney, UBS, Morgan Stanley, H. & R. Block Financial Advisors, Wachovia, Wells Fargo Investments, Bank of America, Edward Jones as well as independent firms.

Welcome to Advisor Solutions!

Advisor Solutions business consulting & coaching services are an ongoing professional relationship that helps financial advisors produce extraordinary results in their lives, careers, businesses and organizations. Through the process of business consulting with Advisor Solutions, our advisor clients deepen their … Continue reading

Posted in Uncategorized | Comments Off on Welcome to Advisor Solutions!