Daniel Finley
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 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 include 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 NAIFA, and national conferences. His individual coaching and group coaching client list includes 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.
Have a question or want business advice from Dan? Feel free to reach out to him!
