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About Leading Advisor
Simon Reilly has been working with Financial Services Professionals since 1997, going beyond the mechanics of success. Leading Advisor’s coaching program pulls back the curtain and clients learn what holds back their greatest potential. Simon mentors clients to inspire themselves, thus transforming their businesses creating fulfilling, rewarding, and sustainable success.
Innovation In The Following Areas
leading your financial advisor business
coaching you to become a leader/business person vs. salesperson;
the self-managing financial advisor business
coaching your senior team to manage your business on a day-to-day basis effectively;
the “a” client/associate driven financial advisor business
reducing or eliminating your B, C, D client time to enhance your A client time and adjusted EBITDA through associate productivity;
advanced financial modeling
monitoring benchmark performance and analyzing the profitability of every producer;
the ideal team
picking winners – the recruitment and retention of people whose performance, values and, behaviors align with your core values, mission & vision, laying the foundation for a strong succession plan;
low-cost internal marketing
driving new client inquiries through word-of-mouth and digital recommendation;
the complete digital client journey
combining technology (IOS) and people (TCO) to maximize conversion and average client value;
the ultimate guide to plan, market, prospect, and close – live or virtual
systemizing your marketing, prospect, and client processes to propel your business forward in 2022 and beyond.
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Simon Reilly Speaking At A City Near You!
Simon has spoken to over 25,000 advisors across Canada & the USA at over 250 financial advisor conferences that include Advocis, FPA, GAMA LAMP, MDRT, NAIFA and WIFS.






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Always There: In Loving Memory of Helen Mallett / Gunter-Smith
I’m sad to share that Laura’s mother, Helen Mallett / Gunter-Smith, passed away peacefully at 6:43 a.m. on Tuesday, June 17, at the Royal Jubilee

What Happens When a Tired Mind Meets a Thinking Machine?
This week, I experienced something both mundane and extraordinary. I was working through the final stages of a complex hiring decision — on a Friday,

Feeling Drained After Client Meetings? Understand Why and Reset Your Rhythm
It’s May 30, 2025, and the end of another emotionally and physically exhausting week—one of those focused coaching weeks filled with a dozen or so
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- Email: lreilly@leadingadvisor.com
- Phone: 1 877 248 6012
