The Advisor Solutions Podcast

Hosted by Daniel C. Finley

Business

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Episodes

100

Latest episode

Jun 2026

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About the show

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.

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60 recent

June 16, 2026Episode 6830 min

The Advisor Solutions Podcast EP 68- Strategies for Measuring Success

Do you have a successful business? Do you have a way to measure your success beyond looking at your paycheck? Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for measuring success. They have never learned a step-wise approach to measuring their progress instead of just measuring the ultimate end goal. In other words, if all you focus on is the destination, you won’t enjoy the journey! Also, you will obtain more success if you measure your milestones than if you don’t. The reason is that it’s easier to hit a milestone than constantly focusing on the end goal. Each milestone you achieve carries with it a new level of confidence that you are moving further toward your destination! In this episode, learn what other successful advisors have done to create strategies for measuring their success, establishing milestones, and how they are setting themselves up to extract the most out of their business daily!

June 9, 2026Episode 15329 min

The Advisor Solutions Podcast EP 152- Why Prospects Don't Buy

Have you ever sat down with a prospect, had what you thought was a great conversation, answered all of their questions, and presented a solid solution, only to hear, “I need to think about it”? You leave the meeting feeling confident, yet days later, there’s still no decision. If so, know that you are not alone. Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers have struggled with closing the sale at some point because they don't fully understand The Psychological Barriers to Closing the Sale! In this episode, learn what is really happening inside the mind of a prospect and how to identify the hidden barriers that prevent them from becoming clients.

June 2, 2026Episode 1428 min

The Advisor Solutions Podcast EP 14- The Client’s Evolution

Do you ever wonder how strong your relationships are with your clients? You may have great relationships with your clients and hopefully you do. But are some of your clients' one-time customers while other clients are raving fans? If so, what makes that difference? If you don’t know why, know that you are not alone! At some point all advisors and agents feel like they are closer to some clients more than they are with others. In this episode, learn what to do to strengthen relationships and make a better connection with your clients.

May 26, 2026Episode 1033 min

The Advisor Solutions Podcast EP 10- The Advisor’s Evolution

Have you ever wondered why some advisors and agents create very successful businesses, while other advisors and agents never get past the survival stage and they wash out of the business? Is success about luck? Or, timing? Or, a mix of many things? Maybe you are not sure. Many advisors and agents have felt this way, that they don’t really know what it takes to evolve over the span of a career to have the most successful business possible. In this episode, learn how to find your way by incorporating techniques that work!

May 19, 2026Episode 9935 min

The Advisor Solutions Podcast EP 98- The Art of Managing Emotional Client Behavior

Do your clients always seem to be on an emotional roller coaster ride? When the market is up, they are happy and sometimes greedy, but when the market is down, they are concerned, fearful, and maybe anxious. As financial advisors, understanding and managing these emotions are critical for maintaining long-term client relationships. Most financial advisors ride the ups and downs of the emotional roller coaster along with their clients. The reason is that they have never realized that there is an art to managing clients when their emotions are tethered to the market. You see, money can be a very emotional subject for a lot of people. And, when the market is volatile, emotions such as fear, panic, greed, euphoria, anxiety, uncertainty, and loss aversion can become everyday occurrences that financial advisors face. It’s not just financial advisors and their clients that have to face this type of emotional turbulence. In fact, when insurance agents are faced with increasing premiums, their clients get very emotional as well. And, when wholesalers call on advisors and agents, they feel the effects of what the advisors and agents are going through. This episode teaches how successful advisors and agents can manage emotional client behaviors!

May 12, 2026Episode 7135 min

The Advisor Solutions Podcast EP 71- The Advisor Solutions Toolbox

Have you ever wondered what your business would be like if you didn’t have resources and tools? Do you ever think about finding resources and tools you don’t have in your toolbox that could take your business to the next level? Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have the necessary resources and tools to be their most successful selves. Why? Because they haven’t identified challenges in their business and uncovered the right resources and tools that are solutions. Unfortunately, most advisors and agents accept challenges as is. In this episode, learn what resources and tools other successful advisors have utilized to see a lasting sustainable change in their business practices!

May 5, 2026Episode 15234 min

The Advisor Solutions Podcast EP 151- The Root Cause of Prospecting Procrastination

Have you ever found yourself putting off prospecting, even when you know exactly what you should be doing? A majority of financial advisors believe that the act of procrastination is a discipline, time management or motivation issue. However in reality, those are just surface-level explanations. The real problem is deeper and until it’s identified, the behavior is likely to continue. Without addressing the root cause, no amount of effort will create lasting consistency. In this episode, you’ll learn how to diagnose the real reason behind your procrastination and how to begin taking consistent action to keep it from occurring. When you remove the barrier, prospecting no longer feels forced, rather it becomes part of how you operate.

April 28, 2026Episode 15129 min

The Advisor Solutions Podcast EP 150- From Analysis to Action

Have you ever had a business plan that you were excited about? You had a great strategy and even started strong, but within a few days you got sidetracked and you found yourself right back where you began. Does that sound like you? If so, you’re not alone. Most advisors don’t have a system that turns their business plan into consistent daily actions. They rely on motivation or discipline and over time, both fall short. However, when you create a system for taking and tracking action, you can take the guess work out of getting and seeing results. In this episode, you’ll learn how to go from analysis to action by using tools and techniques that work for successful advisors.

April 21, 2026Episode 13933 min

The Advisor Solutions Podcast EP 138- Mastering the Peaks & Valleys of Prospecting

Have you ever had a great production month followed by an average or even a terrible one? What I mean is, chances are that if you’ve been in the industry for some time, you may have noticed a pattern when it comes to your gross production—and it’s directly related to prospecting. I call this pattern The Peaks and Valleys of Prospecting, which means that most financial advisors and insurance agents experience severe fluctuations in their gross production when they intermittently prospect because inconsistent prospecting leads to gaps in their sales pipeline, making it harder to maintain momentum. Does that sound like you? If so, you’re not alone. Many financial advisors, insurance agents, wholesalers, branch managers, and agency managers lack a process for getting off this type of production rollercoaster and need a pipeline flow that can lead them to consistently strong production months. Some professionals experience severe fluctuations throughout their entire careers. As a result, they constantly struggle to reach the next level of success! In this episode, we’ll share practical strategies that successful advisors and agents use to get off the production roller coaster. These aren’t just theoretical ideas—they’re actionable steps you can implement right away to move closer to your business goals.

April 14, 2026Episode 12430 min

The Advisor Solutions Podcast EP 123- How to Break Bad News

Breaking bad news is never easy, especially when it comes to money, the market, or not getting the coverage that your client wants. But one thing is certain: at some point in your career, you are going to have to break bad news to someone. The real question is, has anyone ever expressed to you the best way to do that? Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a specific strategy to share bad news. The topic of “how to break bad news” benefits from a stepwise approach for an advisor to make difficult situations less challenging to discuss. Rather than merely telling people what is going wrong, having a process of how to break the bad news is essential. The delivery of bad news is important as a client might feel shocked, defensive, and, in some cases, angry- and you don’t want to add to their angst because of how they heard about it. This episode shares practical strategies successful advisors and agents have used to create a better connection when discussing difficult subjects. These are not just theoretical concepts but actionable steps you can implement in your practice.