Here are the best insights that I picked up from the following Main “Virtual” Stage Speakers from the May 6th Virtual Financial Advisor Summit:
- Brad Swineheart – VP Business Development, White Glove; Always use “You” when addressing your audience. How would YOU feel / I met someone just like YOU.
- Duncan Macpherson – Pareto;
How small can your business stay? Grow down; automate, allocate and disassociate. - Michael Orr – Grapevine 6;
Make your social media posts 90% about other people and their content. - Tom Hegna – Economist, Best Selling Author;
Your business has to be about words, questions and stories and not just about numbers. - Michael Kitces – Chief Financial Planning Nerd;
Books, direct mail / marketing lists and SEO are better marketing investments than blogging. Click here to read Michael’s Report; The Most Efficient Financial Advisor Marketing Strategies And The True Cost To Acquire A Client
If you are interested in a 60 minute virtual session with Simon Reilly email Laura at lreilly@leadingadvisor.com or call her at 1-877-248-6012 to schedule a virtual session.
Bright Rock Financial, Saskatoon SK Read More
"After I get off of the phone call with Simon, I feel like I have my superwoman cape on, and I can do anything. It is very hard when you are an independent advisor, to find a mentor or a coach to help guide you through certain steps of your growth. Someone who can genuinely get to know you and your business, while helping you to not get caught up in your own head. To be in your corner to help you through the everyday challenges of the industry. Simon has been this coach for me. When I started with Simon, I was worried about where my business was going to go and taking it to the next level, I wasn’t necessarily thinking about shaping and coaching the team. Now, not only has Simon empowered me to have my superwoman cape on for my business but I can also go back and use the tools I learned to coach my team and to create more cohesiveness with them. Thank you, Simon, for being in my corner and guiding me to take my business to places I would not have done on my own."
Waddell And Associates, LLC, Memphis TN Read More
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The best part about my work with Simon is that the assignments and practices he holds me accountable to do, as well as the one on one coaching call recordings that are given to me after the calls, stay with me day in and day out. Each time I review them I receive another nugget to apply to my current progress. With these resources on my desk, I can review them every so often and quickly understand where I need to adjust to continue to my next level of success. Although all the new skills I am learning will take time to make into a habit, the resources and coaching helps make perfect practice. Having a coach in my corner that has helped me apply the knowledge I already have of things I should be doing, but was not consistently, will help to yield some pretty big results."
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International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You