Clear Your Roadblocks™ One On One Telephone Coaching

The Program that Transcends Borders to Bring You the Ultimate in Coaching Convenience

Fixing what isn’t working or taking your practice to the next level has never been easier or more accessible

Do you:

• Always seem to be too busy and have no one to talk with about your business struggles?
• Know that you should be asking for referrals but you can never get around to it?
• Live so far from a great coach that you have given up trying?
• Feel like your practice is running you and can’t seem to get your time under control?
• Know that the combined expense of a coach and the cost of traveling to them would put you in the poorhouse?
• Know that your team is underperforming and have no clue what to do about it?
• Know that you need help to succeed but never know how to find a guide?
• Want to be able to see your roadblocks clearly so you can eliminate them?
• Get bogged down in customer service that you should be delegating so that you can spend more time with your clients?
• Want to not feel like a number, one of a hundred in a workshop or hundreds in a webinar trying to get from a great coach what they have to share?
• Want personalized attention, for once?

Want to Get Started Today?

Schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012

“

In November 2010, NAIFA-Iowa launched a new program to bring MDRT quality speakers to four locations in our state. Simon Reilly of Leading Advisor was one of our speakers. Simon was a joy to work with, and our attendees gave his presentation very high marks. In response to our survey, 95 percent reported taking at least one thing away from the event that they could put to work in their practice immediately and 97 percent felt the program was worth their time away from the office. I personally got so much from his talk that I’ve retained him as my business coach. We’ve been working together for just over four months now, and I’ve already seen a vast improvement in my management company’s productivity and our bottom line.

”

Michele Grassley Clarke

Executive Director NAIFA-Iowa
Cedar Falls, IA

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The Clear Your Roadblocks™ One-on-One Telephone Coaching Program is the program that you need.

Learn to:

• Diagnose and understand your roadblocks
• Fix what is not working
• Set clear, achievable goals
• Move to the next level in your performance

Are You Ready To Understand and Clear Practice Management Issues Like These?

The Clear Your Roadblocks™ One-on-One Telephone Coaching Program will teach you immediate and usable business planning skills to understand the missing link to business planning, asking for referrals and delegation which are the stepping stones to the next level of success in your business.

This is about learning how to regain your inspiration.

Inspiration is based on values like communication, listening and wisdom.

Values are the core of all positive beliefs and feelings.

Inspiration is sustainable because it is driven from within.

Motivation is based on unmet needs like recognition, safety and worthiness.

Unmet needs are the core of all negative beliefs and emotions.

Motivation is not sustainable because it is driven from the outside trying to medicate the unmet need with people, places and things.

“

“I would like to thank you for the help you have already provided. Following our first coaching call last week you sent me the Lesson on Unmet Needs. Part A was so powerful that when I came to the realization of one hidden need I got tears in my eyes as I wrote it down. That one realization is worth the price of the whole program. I look forward to the next steps.“

”

Grant McPhail, CFP, CLU, CH.F.C.

MGI Financial
Brandon, MB

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What Are The Practice Management Issues That Many Advisors Are Facing?

No business plan, no goals, in overwhelm and not asking for referrals just to name a few.

Business Plan and Goals – The unmet need of safety generates the negative beliefs of “I don’t have enough time” and “I don’t have enough money” which fuel the negative emotions of anxiety and fear … hence, the advisor is addicted to survival. It is impossible to build a strong set of values, vision, business plan and goals with this happening. A learned advisor said “most financial advisors are addicted to selling and they will not take the time to build a vision, business plan and goals.”

In Overwhelm – The unmet need of control generates the negative beliefs of “I am out of control” and “no one can do it as good as me” which contributes to the negative emotion of fear. The Law Of Attraction is absolute and with the unmet need of control fueling the negative beliefs and negative emotions, the financial advisor unwittingly will not delegate and if they do, no one will ever be able to do the job as good as them. The unmet needs become their jailor.

Asking For Referrals – Ninety percent of advisors agree that asking for referrals is the number one way to build their business and only fifteen percent actually ask for referrals on a consistent basis. The challenge is the unmet need of approval which generates negative beliefs like “what if they say no” which fuel negative emotions like uncertainty and worry.

“Values are like turtles, they only come out when it is safe.” Unmet needs will dominate one’s values, vision, business plan, goals and ability to grow until the unmet need is met from within.

The Clear Your Roadblocks™ One-on-One Telephone Coaching Program includes:

• 2 – 1 hour Clear Your Roadblocks™ telephone calls per month – that’s 2 full hours of personalized, individual, “you-centric” telephone coaching calls with expert advisor coach, Simon Reilly
• Detailed personalized coaching call followup e-mails and recordings
• Values and behaviors assessments for each member of your team + values and behaviors assessment telephone debriefing sessions. Values and why you do what you do. Behaviors are why you do what you do. We all think that our values and behaviors are the correct ones. The only time that we have conflict is when we don’t understand the values and behaviors of the other members of our team
• Curing The Unmet Needs Disease book

“

“Thank YOU for Monday’s call! You know you were right! The first time we talked you explained that working with you would make me feel more clear, confident, more fulfilled – that everything is just happening easier. And…you were absolutely right – I do feel more clear, confident, and more fulfilled – that everything is getting easier. I look forward to our next call – especially the part about “Let’s discuss inspiring your business.“

”

Edna Keep

Wave Capital Investments
Regina, SK

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The Clear Your Roadblocks™ One-on-One Telephone Coaching Program also includes:

• A constant relationship with Simon Reilly to educate, guide and keep you accountable to Clearing Your Roadblocks™
• Special Clear Your Roadblocks™ coaching system that will help you and your team to understand and clear the roadblocks which will allow them to energize the business and increase their productivity
• A set of decisions that will install the next level of disciplines to take your business to the next level
• One-on-one coaching call prep form (automated)
• Bi-weekly business building assignments – Never stop learning and growing
• Weekly Blogs – Information in a steady flow to keep you on track
• Weekly e-mail progress report (automated) with reply if required – Automated to help you to stay accountable while preparing for the one-on-one coaching calls so there is no time wasted
• Weekly updates that include articles, questions and answers
• Monthly e-newsletter – loaded with new and exclusive information for you
• Articles, assignments and systems on creating a vision, business planning, time management, delegation, team building, cash flow management, consultative marketing, asking for referrals, the client engagement process – All of this information is exclusive to our Program members and no one else
• Unlimited e-mail access to Simon Reilly
• Unlimited telephone access to Simon Reilly ( calls are booked through Laura Reilly )
• Downloads from our Knowledge Bureau – We have years of information to share

Schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012

Still unsure?

Clear Your Roadblocks™ is about you!

With personalized assessments and telephone coaching there is no way that you can’t succeed.

The cost of this level of one-on-one service should be thousands of dollars, but we are committed to your success.

Clear Your Roadblocks™ One-on-One Telephone Coaching is your most effective weapon against failure, apathy, and lack of focus.

“

“Some people might say that it’s pricey and it is expensive, but it’s all about the value that you get out of it.

Simon gives a 30-day money-back guarantee and I took him up on that. I saw the benefit that fast to where I wanted to pay to have him work me.

If you really look at what differences can be made, how to do it, measure it, extrapolate and do this every month, you start to take a deeper look at how you are doing things and you get much better results.

I’m really making some headway and if people are willing to put the work into it, it’s worth every penny of it and I think people would see that for themselves as there’s no risk to anybody trying to work with Simon.
With a 30-day money-back guarantee how can you go wrong?

Because of our work together, I’m one of the top advisors on a national level.” “

”

Carl Thoenen

Financial Advisor
Hazelwood, MO

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Still unsure?

How about something for nothing to see if this is the program for you?

Here are 4 FREE tools that will convince you that this is the plan that will finally give you the success you need:

• Complete the Plan · Practice · Profit ™ Scorecard.
• Check out these Client Testimonials.
• Attend the FREE Clear Your Roadblocks™ Webcast on BrightTALK
• Schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012.