FINANCIAL ADVISOR BLOG
Why the Next Generation of Financial Advisor Leaders Will Need Systems, Not Just Sales Skills
We’re entering a pivotal era for financial advisor leadership. The old model—one advisor, one book, one assistant—has rapidly given way to team-based firms, multi-generational succession
A New Platform for Financial Advisors Ready to Lead, Grow, and Succeed
There’s something energizing about a blank mind and page. It’s not just empty—it’s open. A signal that something new is ready to emerge. That’s exactly
Why Financial Advisor Firms Need a Strategic Hiring System—Not Just Recruitment
At Leading Advisor, we’re always hiring—whether directly or on behalf of our clients. Right now, we’re managing four active searches across Canada and the U.S.
Why Financial Advisors Must Rethink Leadership—and What Comes Next
Fresh Insights I’ll Be Sharing at Advocis South Saskatchewan’s Fall PD Day After years of speaking across the financial services industry—from Advocis to MDRT to
The Hidden Tug-of-War Blocking Your Associate Advisor’s Growth
As a Fractional Chief Operating Officer, one of the ways I support financial advisor business owners is by coaching their associate advisors—many of whom are
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.