Don’t Wing It: Systems and Processes Prevail

NAIFA's Advisor Today Podcast Series

Dan Finley is an experienced financial advisor and professional coach who founded a business consulting and coaching service dedicated to helping advisors enhance their business. He began his brokerage career in 1993, spent 13-plus years as a successful financial advisor, and since 2004, has conducted over 20,000 hours of individual and group coaching sessions for financial advisors. His financial advisory and coaching experience includes all three major distribution channels: wire-house, bank, and independent.

Dan frequently speaks at branch offices, local chapters of the FPA, NAIFA, and national conferences. He is also the author of 101 Advisor Solutions: A Financial Advisor's Guide to Educate, Motivate, and Inspire!

In this episode…

Are you looking to build a successful business as a financial advisor? Where can you get the support you need to take your business to the next level?

Part of being a successful financial advisor is building a thriving business — and if you're winging it, you will struggle to make that happen. Dan Finley recommends getting a coach as a game-changing strategy for your business. With a coach, you can get the guidance, support, and accountability necessary to build the systems and processes that will enable you to create a better business.

On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Dan Finley, an experienced financial advisor and professional coach, to discuss how he helps advisors flourish in the industry. Dan talks about his relationship with NAIFA, how he got started in the financial services and coaching industries, the difference between coaching an individual and a team, his process for coaching advisors, and how he overcame the challenges he faced in the industry.