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Advisor Solutions

Don’t Take Our Word for It. Hear From Our Clients…

Check Out What Our Clients Have to Say...

"What I got out of being in the Advisor Solutions Pipeline & Sales 2.0 Group Coaching Program was how to be prepared. As a result, I've doubled my business from last year!"
Tuck Y.
Financial Advisor
"After finishing the Advisor Solutions Pipeline & Sales 2.0 Group Coaching Program I've gotten continuous practice in all stages of the pipeline. That's why I had closed 20 out of 21 prospects in a row!"
Rob T.
Financial Advisor
"I think clarity of what is working well and what I need to improve on is what I got most out of the Advisor Solutions 2.0 Group Coaching Program. It's the reason why I've gotten 27 referrals in one month!"
Kenny M.
Financial Advisor

Are You Seeing a Pattern?

Client Testimonials!

Your Success is Our Success!

"Being in the Advisor Solutions Group Coaching Program I've learned an identical process that I can apply to every aspect of my business. I highly recommend getting into this program!"
Robert C.
Disability Income Specialist
"Having been involved with many programs and coaches over the past 24 years as a financial advisor, I have to say that Dan Finley is the Real Thing!"
Sandra P.
"The Bad Lady of Bay Street"
"In the last year 12 agents in my office have left the business and I'm the only one who decided to get a coach. The tools, techniques and accountability have made all the difference!"
Joe A.

Client Testimonials:

Isn't It Time You Become a Client?

Our Numbers Speak Volumes!

1 Yrs.
In the INdustry
1 Yrs.
1 K
Hours Coaching