In case you missed it, Dan Finley has held free coaching sessions for NAIFA members since the beginning of 2024. These sessions are designed to help you grow personally and professionally. Dan's next session, Creating an Effective Client-Servicing System will be July 25th at 4 pm eastern. More than 300 members have already experienced these coaching sessions. Don't miss this opportunity for strategies, sales and marketing ideas, scripts, and tools to increase your bottom line!
Dan is the President and Co-Founder of Advisor Solutions, a business consulting and coaching service dedicated to helping advisors build a better business.
His 28 + year successful brokerage career began in 1993 and includes 13 years as a successful financial advisor, as well as over 25,000 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.