fbpx
Menu Close

Clear Your Roadblocks eNewsletter | September 2009

Free Digital Coaching

Clear Your Roadblocks | September 2009

Welcome to the September edition of our Clear Your Roadblocks E-Newsletter.

This edition of our Clear Your Roadblocks E-Newsletter includes;

Simon ReillyEnjoy the read and thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019

Leading Advisor Free Digital Business Coaching With Simon Reilly

There is no doubt that the demand for financial advisor business coaching and investment advisor business coaching is increasing in the current climate – the best are getting better and want short-cuts to success, a fresh set of eyes and ears and a guiding hand.

For the last few months I have been experimenting with a new form of business coaching, designed to minimize cost and maximize time.

My One On One Premium Coaching involves bi-weekly telephone coaching calls, assessments, business building assignments and systems as well as detailed and personalized e-mail follow up and telephone call recordings along with extra calls from my end from time to time when I have additional ideas when my clients are going through challenges with; challenging clients, financial problems, hiring assistants and junior advisors, challenging team members, cases that are going sideways – the investment is from $550.00 – $1250.00 per month depending on the services and if there are two – ½ hour calls per month or two – 1 hour calls per month with the intention of a 12-month commitment.

However, I have been asked by many principals whether I could provide a less intense coaching experience that would create an active sounding board, second opinion and shoulder to cry on, perhaps during a period of change or high activity.

To this end, I would like to invite some of you to join an experiment.

For the last few months I have been testing a form of “digital business coaching” that is called The Clear Your Roadblocks Coaching GYM that involves:

  • unlimited email access to Simon Reilly
  • a weekly email progress report (automated)
  • access to my intellectual property, audio lessons, articles, e-lessons, forms
  • a private on-line forum
  • telephone access to Simon Reilly (if you have an emergency and must talk on the phone or if I feel that a phone call is warranted – all 5 – 10 minute calls booked through Laura Reilly)

I call it a GYM because you can take a little or take a lot.

What is the difference between “one on one business coaching” and “digital business coaching”?

Imagine you are going on a journey and you are taking an “on-line digital business coach” with you along the way and you are provided with the following:

Map of VancouverCompassMap of Toronto

  • Maps
  • Compass
  • GPS
  • On Star
  • Roadside Assistance
  • Emergency Kit
  • Emergency Repairs

Financial Advisor Coaching - Fuel

The only thing that is really different between “one on one business coaching” and “virtual business coaching” is that you get a lot more Fuel in the form of my time through “one on one business coaching”.

While we are on the subject of differences, what is the difference between The Leading Advisor Coaching System and other coaching systems and I can best answer in this way.

“Your approach is very different than some of the others I’ve been to where it’s a Rah Rah scenario. Those things are all good for a short period of time, but this is more looking at the basics of what’s going on, as opposed to the after affects. An analogy that I thought of is you go to a doctor or you go to a naturopath. The doctor gives you a pill, the naturopath explains well this is where it stems from. I am more interested in understanding where it stems from. I don’t need some cosmetic make over. I really like your different and overall approach.”
Darren Rodney
Investors Group

The overall concept of the “digital business coaching” via The Clear Your Roadblocks Coaching GYM is to help you set 90-day goals and then work towards those goals, with me having “nagging rights” and with you having the right to ask for my help in any area – strategy, finance, branding, marketing, web attraction, customer service, operations, recruitment, team building, leadership, management – you name it, we discuss it!

The results are promising and I want to take this to the next level – which is where you come in.

The investment proposed for this service is $250.00 per month, with no fixed-term commitment.

I am proposing to offer a digital coaching service, FREE OF CHARGE until the end of September to a group of up to 20 financial advisors or investment advisors.

  • no charge, no obligation, no small print
  • we set 90-day goals at the start
  • we use 90-day goal setting forms, email, weekly reporting and 5 – 10 minute telephone calls to get you there (if you have an emergency and must talk on the phone or if I feel that a phone call is warranted – all 5 – 10 minute calls booked through Laura Reilly)
  • you have unlimited access to me – emails answered within 48 hours unless otherwise advised – phone calls on demand and subject to my schedule

And then – at the end of September – I will ask you if you want to “sign up” to the service at $250.00 per month – or walk away – either way I’ll be cool.

So – if you would like Simon Reilly to be your “digital business coach” during September – we will accept applications on a first-come first served basis and Laura will send you a quick on line survey to review your aims and objectives and to see if “we fit”.

  • any size of shape of financial advisor or investment advisor practice
  • any location
  • any market/product specialization or generalization
  • any stage of development – new start or long-standing
  • any project

Remember – that’s FREE business coaching for the first 20 successful financial advisors or investment advisors – Click Here To Register or email lreilly@leadingadvisor.com.


Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training