Menu Close


The Clear Your Roadblocks™ Coaching Program is based upon years of client experience and the scientifically proven impact that values, positive emotions and positive beliefs have on your business.

Hi, I’m Simon Reilly,I’m concerned about what I’m seeing in the Financial Advisor industry.

Recent survey results are revealing problems like:

  • Financial Advisors are having a difficult time implementing very valuable elements into their business, such a business plan, a marketing plan and financial controls.

  • Financial Advisors are emotionally retired, their hearts are not in it.

  • Financial Advisors are not making enough money and their numbers are dwindling.

In my experience, these problems are caused by Financial Advisors struggling with their own unmet needs, negative emotions and negative beliefs. They’re experiencing a lack of vision, purpose and mission, which are the very foundations of a strong business.

Through personalized one-on-one telephone coaching, I help Financial Advisors to overcome these problems.

The Financial Advisor industry is awash with experts talking about how to achieve success…
yet most Financial Advisors are having a difficult time implementing these very valuable strategies into their business.

Things such as:

  1.  Creating a vision for the future and developing a business plan.
  2.  Implementing excellent financial controls and making more money.
  3.  Refining your sales skills.
  4.  Attracting lots of qualified referrals.
  5.  Assisting high-quality clients and delegating your C and D clients.
  6.  Becoming a recognized expert and creating a unique brand focused on an affluent niche.
  7.  Focusing on profitable and specialized products and services.
  8.  Recruiting, leading and delegating to a championship support team.
  9.  Creating harmony in all business relationships and delivering amazing customer service.
  10.  Celebrating your success and achieving your true potential.

Why are these strategies so difficult to implement?

There are some key elements missing in their business strategy, starting with values and vision. You see, a truly successful business and life are doomed unless you first define your:

  • Values, which are the DNA of your vision.
  • Vision, Purpose and Mission, which are the foundations of your business plan.
  • Goals
  • Business Plan, which is the foundation of your marketing plan.
  • Marketing Plan, which is foundation of your brand.
  • Brand, which is the foundation of your niche.
  • Niche, which is the foundation of your product and client specialization.
  • Product Specialization
  • Client Specialization

Recent survey results revealed that:

There are not enough inspired and/or qualified advisors

  • 12.4% of Financial Advisors are very satisfied
  • 49.1% of Financial Advisors are not very satisfied
  • 40% of Financial Advisors are unsatisfied

Most Financial Advisors are not making enough money

  • 1/3 of Financial Advisors make $50K-$100K
  • 1/2 of Financial Advisors make $100K-$200K
  • 1/5 of Financial Advisors make $250K

The Clear Your Roadblocks™ Program includes:

  • Values and behaviors assessment – completed and delivered online
  • Values and behaviors assessment debriefing – 1 hour telephone debriefing
  • Assignments and systems to identify and meet your Unmet Needs, negative emotions and negative beliefs
  • Assignments and systems to identify and integrate your values, positive feelings and positive beliefs into your vision, business and marketing plan
  • Bi-monthly one-hour coaching calls for 2 months
  • Weekly goal tracking software
  • 24/7 e-mail and/or telephone access
  • Access to our Knowledge Bureau

The Clear Your Roadblocks Program TM uses a scientific approach that starts with values and behaviors assessments.

While working with hundreds and hundreds of clients through their assessments, Leading Advisor has benchmarked the values and behaviors of today’s most successful financial advisors. We further identified six key values, and we will see how these specific values are expressed in your assessment.

Your behaviors are how you carry out the actions towards your goals. As we discuss in Curing the Unmet Needs Disease, behaviours are either an expression of your values, or they are a manifestation of your Unmet Needs and their accompanying negative emotions and negative beliefs, which conflict with or overshadow your values.

At the end of the day, that leaves you with conflict, inconsistency, lack of motivation and even worse, an unfulfilled business and personal life.

Through these values and behaviors assessments, the Clear Your Roadblocks ProgramTM will help you to understand and implement the values and behaviors that are required for sustainable and consistent success.

To make it easy for you to get started, we have removed one of your roadblocks by making the first month of your coaching risk- free. If you are not 100% satisfied, you do not pay.