Advisor Solutions (NAIFA Coach)

The NAIFA Advisor Solutions Coaching Package is led by Daniel Finley, President and Co-Founder of Advisor Solutions-the Premier Financial Advisors Business Consulting and Coaching Service. The following three coaching packages are available for NAIFA Members:

Level 1: Free NAIFA “Solutions Sessions” - YAT Focused


Each month, NAIFA will feature a different practice management topic and invite the first 50 young advisors that register to participate in a one-hour, interactive group coaching session led by Advisor Solutions Coach Daniel C. Finley. Bring your challenge regarding the topic to be discussed in a peer group setting facilitated by an experienced coach.

Level 2: The Coach’s Clinics - The Next Level


It is never easy for anyone to admit that they know they can do better, but when those who are driven with the ambition to succeed realize that asking for help and guidance is actually a sign of strength rather than one of weakness then they are ready to move beyond and find their NEXT LEVEL. The Coach's clinics offer a more intensive and comprehensive instruction about topics discussed during the solutions sessions.

Level 3: The S.M.A.R.T Start Financial Advisor Group Coaching Program


The S.M.A.R.T Start Financial Advisor Group Coaching Program which stands for “Systematically Managing Activities Requires Training” accelerates the advisor’s progress by providing a greater focus and awareness of a purposeful action. This 24 week (6 month) tele-seminar coaching program was created to provide you with the  tools, techniques, camaraderie and ancillary learning you need to succeed in the areas of time management, prospecting, sales, relationship building, client servicing, marketing, product knowledge and portfolio management.

Further details are for members only. Please login to proceed or join here.