--- title: "The Advisor Solutions Podcast: The Excellent Advisor" description: Advisor Solution Founder and NAIFA Business Performance Center Advisory Council member Dan Finley talks about steps for advisors to get to the next level. image: https://bpc.naifa.org/hubfs/Advisor%20Solution%20Podcast.png --- **** [![belong.naifa.orghs-fshubfslogo_NAIFA_white](https://bpc.naifa.org/hs-fs/hubfs/social-suggested-images/belong.naifa.orghs-fshubfslogo_NAIFA_white.png?width=140&height=109&name=belong.naifa.orghs-fshubfslogo_NAIFA_white.png) ![logo_NAIFA_NEW](https://bpc.naifa.org/hs-fs/hubfs/logo_NAIFA_NEW.png?width=100&height=73&name=logo_NAIFA_NEW.png) ](https://bpc.naifa.org/) [**](https://bpc.naifa.org/blog/the-advisor-solutions-podcast-the-excellent-advisor#tmpmodule_1612169502571105) ** ![BPC-header](https://bpc.naifa.org/hs-fs/hubfs/BPC-header.png?width=640&height=320&name=BPC-header.png) # Blog ###### 1 min read # [The Advisor Solutions Podcast: The Excellent Advisor](https://bpc.naifa.org/blog/the-advisor-solutions-podcast-the-excellent-advisor) By [NAIFA](https://bpc.naifa.org/blog/author/naifa) on 8/18/23 4:30 PM ###### Topics: [Grow Your Business](https://bpc.naifa.org/blog/topic/grow-your-business) [Business Performance Center](https://bpc.naifa.org/blog/topic/business-performance-center) ![](https://bpc.naifa.org/hubfs/Advisor%20Solution%20Podcast.png) The latest podcast from Advisor Solutions Founder and President Dan Finley explores ways financial advisors, insurance agents, wholesalers, branch managers, and agency manager can boost their performance to get to the next level of success.  Finley says in the description of Episode #64 - The Excellent Advisor: "Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for reaching the next level. The reason is they have never looked at where they are now and taken the time to learn how to become most productive with their business systems and processes. They are simply leaving their success up to chance, hoping it will just happen one day!   "In this episode, learn what other successful advisors are doing to build a better business and get the most out of every day!" [![Enjoy the Podcast](https://no-cache.hubspot.com/cta/default/2635471/8bb18bee-68b1-4951-a7dc-e2c34fcaeb55.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/8bb18bee-68b1-4951-a7dc-e2c34fcaeb55) - [Tweet](https://twitter.com/share) # TOPIC LIST : - [Grow Your Business (77)](https://bpc.naifa.org/blog/tag/grow-your-business) - [Business Performance Center (69)](https://bpc.naifa.org/blog/tag/business-performance-center) - [Marketing (32)](https://bpc.naifa.org/blog/tag/marketing) - [Prospecting (28)](https://bpc.naifa.org/blog/tag/prospecting) - [Potential Partners for Advisors (21)](https://bpc.naifa.org/blog/tag/potential-partners-for-advisors) - [Small Business (20)](https://bpc.naifa.org/blog/tag/small-business) - [Social Media Marketing (20)](https://bpc.naifa.org/blog/tag/social-media-marketing) - [NAIFA Partner (17)](https://bpc.naifa.org/blog/tag/naifa-partner) - [Insurance (13)](https://bpc.naifa.org/blog/tag/insurance) - [Sales & Marketing (12)](https://bpc.naifa.org/blog/tag/sales-marketing) - [Webinar (12)](https://bpc.naifa.org/blog/tag/webinar) - [Financial Planning (9)](https://bpc.naifa.org/blog/tag/financial-planning) - [Protect Your Business (8)](https://bpc.naifa.org/blog/tag/protect-your-business) - [Sales (8)](https://bpc.naifa.org/blog/tag/sales) - [Running Your Practice (7)](https://bpc.naifa.org/blog/tag/running-your-practice) - [Professional Development (6)](https://bpc.naifa.org/blog/tag/professional-development) - [Technology Tools (6)](https://bpc.naifa.org/blog/tag/technology-tools) - [Press Release (5)](https://bpc.naifa.org/blog/tag/press-release) - [Research/Trends (5)](https://bpc.naifa.org/blog/tag/research-trends) - [Technology (5)](https://bpc.naifa.org/blog/tag/technology) - [Benefits (4)](https://bpc.naifa.org/blog/tag/benefits) - [FinTech (4)](https://bpc.naifa.org/blog/tag/fintech) - [Financial Literacy (4)](https://bpc.naifa.org/blog/tag/financial-literacy) - [Financial Wellness (4)](https://bpc.naifa.org/blog/tag/financial-wellness) - [Referrals (4)](https://bpc.naifa.org/blog/tag/referrals) - [Social Media (4)](https://bpc.naifa.org/blog/tag/social-media) - [Lead Generation (3)](https://bpc.naifa.org/blog/tag/lead-generation) - [Leaders (3)](https://bpc.naifa.org/blog/tag/leaders) - [Life Insurance & Annuities (3)](https://bpc.naifa.org/blog/tag/life-insurance-annuities) - [LinkedIn (3)](https://bpc.naifa.org/blog/tag/linkedin) - [Apex (2)](https://bpc.naifa.org/blog/tag/apex) - [CRM (2)](https://bpc.naifa.org/blog/tag/crm) - [Diverse Markets (2)](https://bpc.naifa.org/blog/tag/diverse-markets) - [Diversity (2)](https://bpc.naifa.org/blog/tag/diversity) - [Group & Employee Benefits (2)](https://bpc.naifa.org/blog/tag/group-employee-benefits) - [Long-Term Care (2)](https://bpc.naifa.org/blog/tag/long-term-care) - [Planning in Advance (2)](https://bpc.naifa.org/blog/tag/planning-in-advance) - [Practice Management (2)](https://bpc.naifa.org/blog/tag/practice-management) - [Retirement Planning (2)](https://bpc.naifa.org/blog/tag/retirement-planning) - [Reverse Mortgages (2)](https://bpc.naifa.org/blog/tag/reverse-mortgages) - [iLife (2)](https://bpc.naifa.org/blog/tag/ilife) - [#NAIFAProud (1)](https://bpc.naifa.org/blog/tag/naifaproud) - [Advanced Planning (1)](https://bpc.naifa.org/blog/tag/advanced-planning) - [Advisor Today (1)](https://bpc.naifa.org/blog/tag/advisor-today) - [Books (1)](https://bpc.naifa.org/blog/tag/books) - [COVID-19 (1)](https://bpc.naifa.org/blog/tag/covid-19) - [Compliance (1)](https://bpc.naifa.org/blog/tag/compliance) - [Consumers (1)](https://bpc.naifa.org/blog/tag/consumers) - [Continuing Education (1)](https://bpc.naifa.org/blog/tag/continuing-education) - [Disability Income Insurance (1)](https://bpc.naifa.org/blog/tag/disability-income-insurance) - [Disability Insurance (1)](https://bpc.naifa.org/blog/tag/disability-insurance) - [Extended Care (1)](https://bpc.naifa.org/blog/tag/extended-care) - [Investing (1)](https://bpc.naifa.org/blog/tag/investing) - [Legacy Planning Tools (1)](https://bpc.naifa.org/blog/tag/legacy-planning-tools) - [Limited & Extended Care Planning Center (1)](https://bpc.naifa.org/blog/tag/limited-extended-care-planning-center) - [Loyal Member (1)](https://bpc.naifa.org/blog/tag/loyal-member) - [Medicare (1)](https://bpc.naifa.org/blog/tag/medicare) - [Members (1)](https://bpc.naifa.org/blog/tag/members) - [Peak Performance Tips (1)](https://bpc.naifa.org/blog/tag/peak-performance-tips) - [Podcast (1)](https://bpc.naifa.org/blog/tag/podcast) - [Producer Sales & Marketing (1)](https://bpc.naifa.org/blog/tag/producer-sales-marketing) - [Retirement Plans (1)](https://bpc.naifa.org/blog/tag/retirement-plans) - [Talent Development Center (1)](https://bpc.naifa.org/blog/tag/talent-development-center) - [Tax Savings (1)](https://bpc.naifa.org/blog/tag/tax-savings) - [Taxes (1)](https://bpc.naifa.org/blog/tag/taxes) ###### [** Previous Post](https://bpc.naifa.org/blog/webinar-guiding-clients-through-tax-and-estate-planning-in-2023-2024) [![apc_webinar_september_28](https://bpc.naifa.org/hubfs/APC%20Webinar-September%2028%20Blog%20Post-1.png) ](https://bpc.naifa.org/blog/webinar-guiding-clients-through-tax-and-estate-planning-in-2023-2024) ###### [Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024](https://bpc.naifa.org/blog/webinar-guiding-clients-through-tax-and-estate-planning-in-2023-2024) ###### [Next Post **](https://bpc.naifa.org/blog/creating-the-perfect-campaign) [![](https://bpc.naifa.org/hubfs/Close%20up%20of%20business%20man%20hand%20working%20on%20laptop%20computer%20with%20social%20network%20diagram%20on%20wooden%20desk%20as%20concept-1.jpeg) ](https://bpc.naifa.org/blog/creating-the-perfect-campaign) ###### [Creating the Perfect Campaign](https://bpc.naifa.org/blog/creating-the-perfect-campaign) ### Featured ### Sign up for updates ### SIGN UP FOR UPDATES Thank you Sponsors!     [![brookstone](https://bpc.naifa.org/hs-fs/hubfs/brookstone.png?width=299&height=46&name=brookstone.png)](https://www.brookstonecm.com/)     [![StonewoodFinancial-logo-1-1](https://bpc.naifa.org/hs-fs/hubfs/StonewoodFinancial-logo-1-1.png?width=299&height=131&name=StonewoodFinancial-logo-1-1.png)](https://www.stonewoodfinancial.com/)       [![CalSurance](https://bpc.naifa.org/hubfs/calsurance.svg)](https://www.calsurance.com/)     [![ReminderMedia-logo](https://bpc.naifa.org/hs-fs/hubfs/ReminderMedia-logo.png?width=324&name=ReminderMedia-logo.png)](https://remindermedia.com/)   [![advisor-solutions-logo](https://bpc.naifa.org/hs-fs/hubfs/advisor-solutions-logo.png?width=300&name=advisor-solutions-logo.png)](https://advisorsolutionsinc.com/)   [![accupoint-png](https://bpc.naifa.org/hs-fs/hubfs/accupoint-png.png?width=160&height=49&name=accupoint-png.png)](http://www.accupointsolutions.com/)   [![asset-map](https://bpc.naifa.org/hs-fs/hubfs/asset-map.png?width=290&name=asset-map.png)](https://www.asset-map.com/)   [![InsurTech Express](https://bpc.naifa.org/hs-fs/hubfs/insurtech-express-2.jpg?width=2546&height=397&name=insurtech-express-2.jpg)](https://www.insurtechexpress.com/)     [**](https://bpc.naifa.org/blog/the-advisor-solutions-podcast-the-excellent-advisor#tmpmodule_1672398166033123) ** ##### Recent News [**](https://www.facebook.com/NAIFANational) [**](https://twitter.com/naifa) [**](https://www.instagram.com/onenaifa/) [**](https://www.linkedin.com/company/naifa) [**](https://www.youtube.com/user/naifavideo) [**](https://soundcloud.com/naifaproud) [![bpc.naifa.orghs-fshubfsBusPerfCenterwhite-1](https://bpc.naifa.org/hs-fs/hubfs/social-suggested-images/bpc.naifa.orghs-fshubfsBusPerfCenterwhite-1.png?width=212&height=64&name=bpc.naifa.orghs-fshubfsBusPerfCenterwhite-1.png "bpc.naifa.orghs-fshubfsBusPerfCenterwhite-1")](http://naifa.org) Copyright © 2020 NAIFA **National Association of Insurance and Financial Advisors 1000 Wilson Boulevard, Suite 1890 Arlington, VA 22209** Phone: 877-866-2432 [bpc@naifa.org](mailto:bpc@naifa.org) **