The Advisor Solutions Podcast is designed to help financial advisors, insurance agents and wholesalers build a better business...one solution at a time. Daniel C. Finley is the host of The Advisor Solutions Podcast and the President and Co-Founder of Advisor Solutions. He has had over 25,000 hours of coaching sessions with groups and individuals.
The Advisor Solutions Podcast EP 152- Why Prospects Don't Buy
Have you ever sat down with a prospect, had what you thought was a great conversation, answered all of their questions, and presented a solid solution, only to hear, “I need to think about it”? You leave the meeting feeling confident, yet days later, there’s still no decision. If so, know that you are not alone.
Most financial advisors, insurance agents, wholesalers, branch managers and even agency managers have struggled with closing the sale at some point because they don't fully understand The Psychological Barriers to Closing the Sale!
In this episode, learn what is really happening inside the mind of a prospect and how to identify the hidden barriers that prevent them from becoming clients.
5 May 2026
The Advisor Solutions Podcast EP 151- The Root Cause of Prospecting Procrastination
Have you ever found yourself putting off prospecting, even when you know exactly what you should be doing?
A majority of financial advisors believe that the act of procrastination is a discipline, time management or motivation issue. However in reality, those are just surface-level explanations. The real problem is deeper and until it’s identified, the behavior is likely to continue. Without addressing the root cause, no amount of effort will create lasting consistency.
In this episode, you’ll learn how to diagnose the real reason behind your procrastination and how to begin taking consistent action to keep it from occurring. When you remove the barrier, prospecting no longer feels forced, rather it becomes part of how you operate.
28 Apr 2026
The Advisor Solutions Podcast EP 150- From Analysis to Action
Have you ever had a business plan that you were excited about? You had a great strategy and even started strong, but within a few days you got sidetracked and you found yourself right back where you began.
Does that sound like you? If so, you’re not alone.
Most advisors don’t have a system that turns their business plan into consistent daily actions. They rely on motivation or discipline and over time, both fall short. However, when you create a system for taking and tracking action, you can take the guess work out of getting and seeing results.
In this episode, you’ll learn how to go from analysis to action by using tools and techniques that work for successful advisors.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
4.8 / 5
4 ratings
Podcast Authority Score: 35 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
43
Social presence
0
YouTube
0
Engagement
68
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