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Do You Know Of Any Other Financial Advisor Publications?

Simon Reilly

Tuesday was a day that was long overdue in getting my book out to the editors of the following financial advisor publications.

 Do you know of any other financial advisor publications?

Here is a copy or the edited letter that I sent to the editors courtesy of our editor Linda Dessau.  Linda was the editor that edited my book.

December 10, 2008

Dear Editor,

My name is Simon Reilly and I have well over a decade of experience as a financial advisor coach and financial advisor speaker having spoken to 10,000 financial advisors coast to coast in the last thirty months.  I received a 90% rating for content and a 91% rating for Presentation for the speaking presentation that I delivered at The Spring 2008 Independent Financial Brokers Summit in Toronto, ON.

As a result of my experience working with financial advisors I have written a book to help financial advisors eliminate the roadblocks to their success.

I have enclosed a copy of my new book, Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition.

I believe your readers could benefit from reading this book, and would appreciate hearing about it through a story, book review or in the “What’s New” section of your publication.

Financial advisors who are suffering from The Unmet Needs Disease are:

  • Unfocused without a written a vision, business plan and goals
  • Struggling to ask for referrals
  • Unwilling to hire and delegate
  • Overwhelmed with C & D clients
  • Avoiding higher net worth clients

Research indicates that less than one third of financial advisors have a written vision, business plan and goals.  Other research indicates that while 85% of financial advisors agree that asking for referrals is the best way to build their business, only 10% of financial advisors actually ask for them. 

The theory that I write about in the book is that if one has an unmet need, they have a limiting belief and they have a limiting emotion. The combination of all three is what keeps the financial advisor stuck in the same unproductive habits.

As an example, if a financial advisor has an unmet need of approval when they consider asking for a referral, they will be sabotaged by the limiting beliefs of “What if I make a mistake?” and “What if the client says no?” which will fuel the limiting emotions of hesitation and worry.  The result is the financial advisor does not ask for referrals.

What is sad is that an unmet need cannot be met from outside and can’t be met through work, money, success, possessions, clients, family or friends … it must be met from within.

Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs ~ Financial Advisor Edition helps the financial advisor understand The Unmet Needs Disease and provides a series of assignments to assist the financial advisor to clear their roadblocks to success.

I can be reached at 1 877 248-6019 or at sreilly @ leadingadvisor.com.

Thank you for your consideration.

Simon Reilly

For reference, please find enclosed;