Advisor Solutions Coaching & Consulting
Get the Strategies to Succeed!
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Get the Strategies to Succeed!
Complimentary resources delivered via our weekly emails and biweekly forums.
Focus is on tools and techniques to unclog advisor/agent pipelines.
Focus is on Fundamental Coaching, Topic Coaching and Situational Coaching.
Motivational weekly email with actionable best practices
Weekly complimentary downloadable audios on varying coaching topics
Specific coaching insights and advice provided via a weekly email
Real World Solutions via a podcast from Coach/Author/Speaker Dan Finley
The focus is on understanding and apply the Advisor Solutions tools & techniques to make “Effortless Connections”!
The focus is on utilizing the various tools & techniques learned in the Advisor Solutions 1.0 Group to each of the four stages of the pipeline!
The focus is on doing a deeper into the Advisor Solutions methodologies, tools, techniques, scripts and role play to truly master your business!
Advisor Solutions Group Coaching Programs were created to help financial advisors from all channels (wire house, bank and independent) as well as insurance agents from both channels (captive and independent) become more AWARE of their challenges and solutions, generate ACTION that will help improve daily performance that positively affect business outcomes and find ACCOUNTABILITY in a peer setting to get results!
Across the board the advisors and agents that have joined the Advisor Solutions Group Coaching Programs have let us know that they are mastering the difference between working harder and working smarter and are taking their businesses from surviving to thriving!
The Advisor Solutions Pipeline & Sales 1.0 Group Coaching Program covers one topic/strategy over the course of two sessions with a total 12 topics over 24 weeks. The advisor/agent gets fully immersed in understanding the material in the first session, goes out and applies it in their business for a week, comes back and explains the results and then spends an hour role playing it to further increase their skill sets.
The Advisor Solutions Pipeline & Sales 2.0 Group Coaching Program is designed to utilize the various tools and techniques that you have already learned in 1.0 by learning and role playing additional and specific techniques for each of The 4 Stages of the Pipeline. This is a 24 week program.
The Advisor Solutions Master Class Group Coaching Program is our most elite tier (18 months) and does a deep dive utilizing methodology, tools, templates, scripts and role play. Each month there is a new focus.
Each weekly call will have six to ten advisors/agents each with their own unique experiences to contribute to the session. Each session is based around the session topic. Clients will be given a course curriculum which will outline the topic of discussion as well as specific action steps to be performed before and after each session.
Advisor Solutions can safely say that you can expect to get out of the program as much if not more than what you put into the program. In other words, you must want to show up to the sessions, read the chapters, bring a question for the group, post your answers, participate in the discussion and apply the action steps in order to develop lasting habits to build a better business. This material will make a difference in your financial advisory or insurance business!
Each program is designed to increase the advisors/agents ability to make “Effortless Connections” so they can turn prospects into clients with much less effort! You will know if it is working when you feel like you are working smarter and not just harder! In other words, as you start to see results.
Yes! We have a 30-Day Money Back Guarantee from the day you begin group or after the fourth weekly session whichever comes first as long as you show up. So, WE HAVE TAKEN ALL OF THE RISK out of this decision! All you need to do is show up for each of the first four sessions.
Click the sign up button below and SIGN UP TODAY! Our groups fill up fast! We’ve got a single pay option or a monthly pay option. It’s up to you!
It’s okay to be on the fence. You may have some additional questions or simply just want someone to talk to. That’s why we recommend that you set up a time to speak directly with Dan Finley President of Advisor Solutions. Email him at dan@advisorsolutionsinc.com.
The focus is on specific topics that the advisor/agent is having challenges with and using Advisor Solutions proven processes to succeed!
The focus is on learning Advisor Solutions fundamental tools & techniques that help build a better business!
The focus is on the advisor/agent’s specific prospecting situation to strategize using Advisor Solutions methods to close the sale!
Advisor Solutions Individual Coaching is a very customized process in which the business consultant/coach spends time with only one client where the Advisor Solutions Business Consultant/Coach begins to identify recurring patterns, both good and bad within virtually every aspect of your business to help you apply the solutions that you need so you can succeed!
The following are just a few examples:
It is the Advisor Solutions Business Consultant/Coach’s responsibility to help the advisor/agent become aware of these patterns, implement positive action, get solutions and find success!
Yes! There are two levels for Individual Coaching: Gold Level which meets for two 45 minute coaching sessions a month and four group coaching sessions. And, Platinum Level which meets for four 45 minute coaching sessions a month and four group coaching sessions.
The best way to determine what coaching level is right for you is to schedule a FREE coaching session with the president of Advisor Solutions Dan Finley by calling him directly at 651-260-7768 or emailing him at dan@advisorsolutionsinc.com.
There are three coaching modalities that the Advisor Solutions Consultant/Coach will cover during a coaching session.
The client may elect to have his/her coach focus on one, two or all three of them based on what the client’s need are. The reason we use three is because every client is unique.
Fundamental Coaching is much like getting back to the fundamentals of playing a sport when practicing for a “big game”. Think back to your earliest memory of playing a sport. What was 99% of the time spent on during practice? That’s right, the fundamentals! Now, picture not having a coach to help you get ready for the “big game”. Would your team be better or worse without having a coach? Worse of course! What if you didn’t have a coach to teach you the fundamentals of the game to begin with? Unlike your early days of playing sports, you probably didn’t have a business coach to help you develop the fundamentals of “running your business like a business”. Well now you can! Remember, PRACTICE DOES NOT MAKE PERFECT. PRACTICE MAKES PERMANENT! If you practice the fundamentals the wrong way, you will not become perfect, but instead permanent in performing the wrong task
Topic Coaching is much as the name implies, coaching around a specific topic that the advisor has a challenge with. Often times, financial advisors may feel stuck, unclear or unsure of just what solution/s may be available to help. When this happens, Topical Coaching is a great place to discuss current challenges on a specific topic. The Advisor Solutions Business Consultant/Coach will then explain the solution/s and direct the financial advisor to specific reading material from the Group Coaching Program to help them take action!
Situational Coaching is a very hands-on step-by-step process in which the advisor elects to spend time focusing on closing one or a number of specific “situations” or cases. This process is designed to focus on understanding the following:
This is a very in-depth strategy to making the advisor/client connection and getting results! Advisor Solutions recommends that any financial advisor who wants to get the next level should take advantage of Situational Coaching during their Individual Coaching Sessions
Advisor Solutions Individual Coaching provides you:
Each coaching session is designed to increase the advisors/agents awareness of understanding the challenges and solutions. Then, the advisor applies the solutions and is accountable to access the results. You will know if it is working when you feel like you are working smarter and not just harder! In other words, as you start to run effortlessly!
Yes! We have a 30-Day Money Back Guarantee from the day you begin. So, WE HAVE TAKEN ALL OF THE RISK out of this decision! All you need to do is show up for each session and apply the solutions.
Click the sign up button below and SIGN UP TODAY! Our Individual Coaching schedules fill up fast!
It’s ok to be on the fence. You may have some additional questions or simply just want someone to talk to. That’s why we recommend that you set up a time to speak directly with Dan Finley president of Advisor Solutions. Simply email him at dan@advisorsolutionsinc.com.