Simon Reilly’s Inspirational Tipping Point presentation to NAIFA Washington State’s September 2013 Financial Forum met and exceeded expectations on all fronts. I asked Simon to…
Welcome to the September 2013 edition of the Balance * Plan * Reward Newsletter and Part 3 of Should You Focus On Strengths Or Weakness?…
Read the latest Leading Advisor E-Newsletter Should You Focus On Strengths Or Weakness? Part 3 Simon ReillyInternational Values and Behavioral Analyst, Business Coach, Speaker and…
“Simplified the business planning process, a great framework, great wording, and ‘thought provoking’.” Don Rawding Allante Wealth Management “The practicality of the suggestions Simon offered…
Thank you very much to Tom Miller, Alex Nicholson and Adam Wyrcimaga for all of the energy and time that all of them invested to…
This all depends on the niche market / client that the advisor is serving. If the client has children going back to school then the…
The key is that the advisor has “decided” to work with the coach. The advisor has decided to work with the coach after they have…
23 Outcomes That New Clients Are Working On – Which Ones Would You Choose? Understand the why, understand why I do what I do… as…