FINANCIAL ADVISOR BLOG
The Leadership Transition: Evolving from Salesperson to Consultant, to CEO, to Successor
I’m feeling fortunate to present the following at the Advocis South Saskatchewan Fall PD Day & AGM on October 16, 2025: “The Leadership Transition: Evolving
Why Your Associate Advisor Might Be Doing Less Than Expected—and How to Fix It
Why is it that you bring on an associate advisor, lay out their contract and expectations clearly, and yet, after some time, you feel they’re
Are You Using AI as a Tool — or Is It Using You?
Over the last year, I’ve been using ChatGPT, Claude, and Perplexity almost daily. These tools have helped me write and refine over a thousand words
If Clients Have ChatGPT, Then Why Do They Need a Financial Advisor?
I must be 50,000 words into writing articles, blueprints, checklists, diagnostics, frameworks, guides, playbooks, and worksheets for a new website that is nearing completion. Writing
Are You Leading Your Agency—or Just Managing Its Problems?
In the world of financial services, vision is abundant. Agency owners dream of building scalable businesses, serving more clients with excellence, and ultimately creating a
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.