Melissa Denham, Director of Client Servicing
Advisor Solutions


Thursday March 28, 2013 from 4:00 PM to 5:00 PM EDT

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 Story Based

Crafting Your Story:  The Art of Telling Then Selling

Successful Story-Based Selling connects concepts that an individual understands to explain concepts that they do not.  Clients and prospects alike connect with a great story because they understand products and services better when they can relate them to something that is familiar. The key is to use appropriate "stories" that are easily understood and tie them to a product or service that is more complex and thus more difficult to understand. 

This interactive complimentary solutions forum for NAIFA members will define & discuss the following:

  • Challenges to Story-Telling
  • When BEST to use a story
  • How to Create YOUR own story
                                       Join us for this exclusive NAIFA member tele-seminar!


Thursday, March 28, 2013  4-5pm ET

Our  interactive group coaching forums come complete with course material, exercises and discussion with your fellow financial advisor peers.   


Join us and learn more about Advisor Solutions mission to help you build a better finanical advisory practice!


***Please note that registration for this forum has reached capacity***  


If you would like to be added to the wait list, please email Melissa Denham, Director of Client Servicing at

with your email address and contact phone #.  We will contact you if an available space opens up due to a cancellation.  Thank you!


   Register Now! 

Daniel C. Finley Bio

Daniel C. Finley is the President and Co-Founder of Advisor Solutions—the Premier Financial Advisors Business Consulting and Coaching Service dedicated to helping Advisors Build a Better Business.

His 19 year successful brokerage career began in 1993 and includes 14 years as a successful financial advisor, as well as over 8,000 hours of individual and group coaching sessions coaching financial advisors since 2004.   His financial advisory and coaching experience includes all three major channels of distribution: wire-house, bank and independent. He has personally experienced and coached successful strategies in all types of business environments so he truly understands the financial advisory industry.

Dan is frequently asked to speak at branch offices and national conferences. His individual coaching and group coaching client list include advisors from A.G. Edwards, Ameriprise Financial, Ameritas Investment Corporation, Central Financial Services LPL Financial Services, Macquarie Wealth Services, Smith Barney, Morgan Stanley, H. & R. Block Financial Advisors, Wachovia, Wells Fargo Investments, Merrill Lynch, Bank of America, Edward Jones as well as varying other financial services firms. 

He has published numerous articles for Financial Planning Association (F.P.A.), National Association of Insurance & Financial Advisors (NAIFA), Association of Financial Counseling, Planning and Education (AFCPE),
Advisor Max, Annuity Selling Guide and Horsesmouth
and is actively engaged in discussion boards and expert panels.  Dan has also facilitated webinars and is a regular contributor of blog posts for many of those same affiliates.

He published his first book, 101 Advisor Solutions: A Financial Advisor’s Guide to Strategies that Educate, Motivate & Inspire in December 2011.

He is the creator of the Advisor Solutions S.M.A.R.T. Start Financial Advisor Coaching Program which stands for "Systematically Managing Activities Requires Training". Advisor Solutions S.M.A.R.T Start Financial Advisor Coaching Program is a dynamic experience that takes an individual along a path of business awareness, action and accountability by focusing on over 400 pages of course material covering 24 weeks of advisor group coaching.

Advisor Solutions