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 30 + year successful brokerage career began in 1993 and includes 13 years as a successful financial advisor, as well as over 27,000 plus 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: wire-house, bank and independent. He has personally experienced and coached successful strategies in all types of business environments so he truly understands the financial advisory industry.
Dan is frequently asked to speak at branch offices, local chapters of the F.P.A. and N.A.I.F.A and national conferences. His individual coaching and group coaching client list include advisors from A.G. Edwards, Ameriprise Financial, Ameritas Investment Corporation, Central Financial Services LPL Financial Services, Macquarie Wealth Services, Smith Barney, Morgan Stanley, H. & R. Block Financial Advisors, Merrill Lynch, Wachovia, Wells Fargo Investments, Bank of America, Edward Jones as well as varying other financial services firms.
He has published numerous articles for Financial Planning Association (F.P.A.), 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 and is a regular contributor of blog posts for those same affiliates.
Dan published his first book, 101 Advisor Solutions: A Financial Advisor’s Guide to Educate, Motivate and Inspire in December 2011. He is also the creator of the S.M.A.R.T. Start Group Financial Advisor Coaching Program, The Sustainability Group Coaching Program, The Cumulative Group Coaching Program, The M.A.P. Group Coaching Program, The Advisor Solutions Pipeline & Sales Group Coaching Program, The Advisor Solutions Pipeline & Sales II Group Coaching Program, The Advisor’s Edge Group Coaching Program and The Advisor Solutions Master Class!