Helping Advisors & Agents Build a Better Business…
One Solution at a Time!
Gaining the awareness of what to do to take your business to the next level!
Learning how to take massive action to apply what awareness you have learned!
Creating accountability so that your actions turn into habits and you achieve success!
What Makes Advisor Solutions Work So Well!
Co-Founder
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.
Co-Founder
Gene Lawrence is the co-creator of Advisor Solutions and was the owner of Advisor Life—a Registered Investment Advisory firm in Binghamton, New York.
Director of client servicing
Melissa Denham has been the Director of Client Servicing with Advisor Solutions since 2009! She is solely responsible for overall administrative management and executive and client support. She edits monthly article and blog contributions. Melissa is the editor of Dan Finley’s 473 page book 101 Advisor Solutions: A Financial Advisor’s Guide to Strategies that Educate, Motivate and Inspire!
DIRECTOR OF BUSINESS DEVELOPMENT & sTRATEGIC COACH
Logan Smith is the Director of Business Development with Advisor Solution and is also a certified coach. Prior to being certified he had been an Advisor Solutions client! Prior to joining the team, he had been a C.P.A. at various firms as well as other positions for over twenty years. In addition, he is also licensed and has served as a financial advisor. He brings practical knowledge using Advisor Solutions tools, techniques strategies and solutions while leading group and individual coaching sessions!
Certified ADVISOR Solutions coach
Rob Tick is a certified coach with Advisor Solutions. He has been a financial advisor for over 20 years. Prior to being certified he had been an Advisor Solutions client for five years completing six group coaching programs! He was also a featured guest on the Advisor Solutions Podcast explaining how he utilized the Advisor Solutions tools to close 20 out of 21 prospects in a row!
Co-Founder
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!
Co-Founder
Gene Lawrence is the co-creator of Advisor Solutions and was the owner of Advisor Life—a Registered Investment Advisory firm in Binghamton, New York.
Gene had been an accomplished Financial Advisor since 1994 working for such firms as A.G. Edwards and Sons, Inc., Chase Manhattan Bank and The Bayridge Group. In 1998, Gene became a Certified Financial Planner in good standing with a clean record. In addition, he received advanced training in Investment Management through the Wharton School of Finance and the Investment Management Consultants Association. In 2002, Gene was instrumental in helping launch the Financial Life Planning Institute. His work has impacted hundreds of investment clients as well as financial advisors.
On April 3, 2006, Gene Lawrence passed away unexpectedly at age 38. He is truly missed by all.