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…
“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…
You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance…
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.
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…
The consultant follows a values based system to approach a specific niche market on mass by first securing a data base. The consultant then conducts…
I always send my clients a Coaching Call Follow E-mail and here is a recent excerpt from one of my E-mails. You started off our…
“I enjoyed hearing the core questions to ask and how they improve your finances and best fit your clients, and understanding the mindset of clients.”…