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Blog

3 min read

Looking for the Leverage

By Daniel C. Finley on 12/11/25 11:33 AM

Have you ever walked into a prospect or client appointment needing someone to take action… only to walk out knowing you pushed too hard, missed the moment or simply didn’t create enough motivation for them to move forward? That’s not just a frustrating meeting, it’s a sign your appointment wasn't focused in the right direction.

3 min read

Creating Client Urgency

By Daniel C. Finley on 11/14/25 9:04 AM

Have you ever left multiple voicemails, sent follow-up emails, or even texted a client only to hear nothing back for days or weeks? You like the client, but you don’t like the situation. They don’t seem to understand the urgency!

4 min read

The Art of Creating Emotional Connections

By Daniel C. Finley on 10/22/25 10:57 AM

Have you ever had a great meeting with a prospect, strong rapport, solid presentation, and perfect delivery, only to hear the words, “Let me think about it”? You leave the conversation confident it went well, yet days later, there’s still no call back.

4 min read

Seven Steps to Elevate Your Business to the Next Level

By Daniel C. Finley on 9/18/25 9:59 AM

Do you ever feel like your business has hit a plateau? You might be working hard but your results seem stagnant? The truth is, getting to the next level isn’t about putting in more hours. It’s about working smarter with the right framework. 

3 min read

Unclogging Your Business Bottlenecks

By Daniel C. Finley on 8/20/25 11:42 AM

Do you ever feel like certain areas of your business are stuck in a pattern? Picture your business as a pipeline, when everything flows forward, it’s smooth and efficient, however when certain areas of your business, such as time management, prospecting, or client servicing get backed up, the whole system slows down. These are what I call “Business Bottlenecks”, which are the clogs that waste time, drain energy and hold you back from real growth. 

3 min read

Mastering a Defensive Client Servicing System

By Daniel C. Finley on 7/17/25 11:23 AM

Have you ever sat down to do something that you feel is important, such as prospect new people, follow up with prospects stuck in your sales pipeline, or prep for an appointment, only to have the moment hijacked by client interruptions?

4 min read

Five Steps to Getting Out of a Business Dip

By Daniel C. Finley on 6/18/25 10:48 AM

Do you ever feel like your business is just stuck? Like you're doing everything you used to do such as prospecting, client meetings, follow-ups but the results just aren’t there?

If so, you might be in what author Seth Godin calls “The Dip”. It’s that frustrating phase after the excitement of starting something new wears off and before you see any big wins.

4 min read

Developing Effective Team Dynamics

By Daniel C. Finley on 5/21/25 10:41 AM

Have you ever wondered why some teams just click while others struggle with missed deadlines, poor communication, and growing frustration?

4 min read

Managing Market Volatility: 5 Strategies for Financial Advisors

By Daniel C. Finley on 4/22/25 10:27 AM

Does it feel like your clients are on an emotional roller coaster whenever the market experiences a significant pullback? As a result, do you find yourself receiving more calls from concerned clients?

4 min read

Developing Your Daily Action Plan

By Daniel C. Finley on 3/19/25 11:18 AM

Do you control your day, or does your day control you? If you're unsure, one way to tell is by looking at how your days unfold and how you react to what happens. Do you start each morning with the best intentions, knowing precisely what you want to accomplish, only to reach the end of the day wondering where the time went—and realizing you didn’t achieve your goals? If so, chances are, other people are controlling your time.

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