FINANCIAL ADVISOR BLOG
Ten Years Of Membership and Commitment to Advocis, The Financial Advisors Association of Canada
In Recognition of ten years of membership and commitment to Advocis, The Financial Advisors Association of Canada. Simon Reilly is hereby granted this Membership Milestone
The Inspirational Tipping Point from NIME 2015 Annual Conference, Orlando, FL, May 5, 2015
“I have a better understanding of the difference between motivation and inspiration, and the difference between the conscious decisions creating inspiration versus the controlling aspect
Financial Planner / Money Manager – Dallas / Fort Worth, Texas
You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance
Kill The Future Objections Brought On By Disclosure Of Commissions While They Are Little
I wrote the following script back in 2013 / 2014 to help advisors explain disclosure of commission to their clients. The script also helps the advisor to deal with their emotions relating to disclosure of commission. I believe this script provides a segue into dealing with industry changes that include disclosure of commission, the potential of banning commission and the advisor heading into a fee for service model.
Speaking & Sponsoring at NIME (National Insurance Marketing Executives) May 3-5, 2015
Laura and I were wheels up on Saturday May 2, 2015 headed to the NIME ( National Insurance Marketing Executives ) Conference May 3-5, 2015 at the Omni
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.