National Association of Insurance and Financial Advisors

Advisor Solutions (NAIFA Coach)

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

Level 1: Free NAIFA “Solutions Sessions” 

Each month, NAIFA will feature a different practice management topic and invite the first 50  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. The session will be taped and the podcast will then be archived on the NAIFA website for other interested young advisors to access. Both the coaching session and access to the archived session will be free to NAIFA members. These free teleseminar sessions will take place on the 1st and 4th Thursday of each month at 4 pm ET.

Please look for a monthly email from NAIFA with the registration link for each session.

View Archived "Solutions Sessions"

Creating Your Elevator Speech (Video)
Attracting Referrals (Video)
The 60-Second Market Story (Video)
Managing Your Inner Voice (Video)
The Art of Closing the Sale (Video)

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.

The Coach’s Clinics have been structured to offer advisors detailed, valuable and industry-specific systems and processes; strategies, scripts, tools & techniques that are customizable; ancillary learning, motivation and support and awareness, action & accountability.

These group coaching clinics consist of three (3) sessions - one session per week - to help financial advisors increase their awareness, action and accountability about specific business building topics. The group coaching clinic uses the following format:
  • Week 1 - Course Material- In week one, each advisor will receive a chapter of course material which will consist of an Introduction, Challenges, Solutions and Action Steps.
  • Week 2 - Workbook Material- In week two, each advisor will have a workbook chapter and quiz that tests their comprehension of the course material. The goal of this second session is to help advisors assess their comprehension and progress.
  • Week 3 - Case Study Material - In week three, the goal of this third session is to help the advisor identify with the case study and the example advisor’s challenges and solutions.
Pricing: Clinics include three (3) Sessions – one session per week.
  • NAIFA Member Price: $99
  • Retail Price: $197

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.

Each group will have a customized website for login and course material as well as a message board for questions/answers posed from other members in your group throughout the course. For more information on the S.M.A.R.T Start Financial Advisor Group Coaching Program, call 715-262-2040 or visit the Web site.

  • NAIFA Member Price: $997
  • Retail Price: $1,197

Daniel C. Finley

Daniel C. Finley is the President and Co-Founder of Advisor Solutions-the PremierFinancial Advisors Business Consulting and Coaching Service dedicated to helping Advisors Build a Better Business and is the creator of the S.M.A.R.T. Start Group Financial Advisor Coaching Program &The Mastermind Group Coaching Program