Advisor Solutions on-site workshops can be tailored to meet any needs. Any of our topics can be formatted to fit into one hour, two hour, half-day or full day formats. Dan Finley’s client base and group coaching sessions over his nearly twenty years of experience give him a great deal of timely and relevant materials for his seminars. Any of his workshop topics can be done remotely as a webinar.
Dan has presented for the following entities: NAIFA National (2013 & 2016), NAIFA Tri-City Texas, NAIFA North Dakota, NAIFA Wisconsin, NAIFA West Virginia, NAIFA Northeast Iowa, FPA of Philadelphia,FPA of the Gulf States, FPA of New Jersey, FPA of the National Capital Area, FPA Chapter of the Triangle (NC),FPA Chapter of Silicon Valley, FPA Chapter of Dallas/Ft. Worth, FPA Chapter of Georgia, FPA Chapter of the Gold Coast (FL), FPA Chapter of Mississippi, FPA Chapter of Central Ohio , CI Financial (Toronto), CFD Investments (Indiana), Pharmacists Mutual Insurance, Farm Bureau Financial Services, FSC Securities, Ameritas Corporation, Kentucky Farm Bureau Insurance, Qualified Plans Southeast, State Farm Insurance, Central Financial Services and Merrill Lynch among a host of other corporate affiliates.
Several of Advisor Solutions presentation’s content falls within the guidelines for topics for continuing education credits for CFP renewal. Each association Dan Finley speaks for is responsible for handling the compliance paperwork as the length of his workshops and presentations vary depending on the needs of his hosts.
Following please find a list of some of our more popular topics which can be delivered via either workshops OR webinar:
1. Top 10 Steps to Jump Start Your Career
2. Mastering the Conversation: The 5 Most Important Sales Skill Sets
3. How to Prospect Like a Pro: Working Smarter & Not Just Harder
4. Top 10 Tools & Techniques Newer Advisors use to Grow Their Business
5. Building A Better Business One Facet At A Time
6. Building Your Business Blueprint
7. Taking Your Financial Services Business to The Next Level