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Simon Reilly

You are an established and successful
Financial Advisor …

Yet, are you facing Roadblocks struggling to get to the next level or bouncing against a barrier that you cannot break through?

Would you like to make more profit & have more time?

Are you successful, yet consumed with the cumulative demands of clients, sales, personnel and market driven changes in profitability, niche marketing and service requirements?

You are trying to put the following key strategies in place;

– Vision for the future
– Business plan, strategies and systems
– Financial controls
– A championship team
– Marketing and sales skills
– Brand and niche
– Product specialization
– Client specialization
– Customer service

At the same time, are some or all of the following Roadblocks holding you back?

– Fear
– Lack of focus
– Loss of the motivation
– Partnership disputes
– Conflict with management
– Unsatisfied clients
– Poor communication skills
– Addiction to selling
– You promise market leading performance and you fail to deliver
– Selling too many products
– Too many clients
– No time
– Failure to delegate
– Trying to do everything yourself
– No customer service systems
– Not making enough money
– No interest in professional growth

-which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working and by a lack of enthusiasm for your business.

Hi I’m Simon Reilly,

Industry experts all agree that these are the Steps To Build A Successful Advisor Practice;

– Vision for the future
– Business plan, strategies and systems
– Financial controls
– A championship team
– Marketing and sales skills
– Brand and niche
– Product specialization
– Client specialization
– Customer service

Yet a recent survey revealed the following statistics;

– 33% of Financial Advisors have no Vision or Business Plan
– 23% of Financial Advisors over 63 years of have no Succession Plan
– 12.4% of Financial Advisors are very satisfied
– 49.1% of Financial Advisors are not very satisfied
– 40% of Financial Advisors are unsatisfied
– 77% of Financial Advisors believe there isn’t enough wealth in Canada while a 2002 report states there are over 200,000 Canadians with over a million dollars in assets

In a world where there is a notion that “money buys you happiness”, therefore working in the financial industry would equally make you happy, one has to ask “WHY” these survey results are happening.

That is why I have designed “Removing Your Mental Roadblocks To Your Success” as the first step in our coaching program to help you to understand WHY you may have the Roadblocks and HOW to remove your Roadblocks to Your Success to enable you to build both a strong personal and business foundation.

I’ve been successfully and passionately working with financial advisors over the past 20 years to meet and exceed their dreams and goals. My national speaking presentations receive rave reviews and I’m exceptional at working with my clients to Remove Their Roadblocks to meet and exceed their dreams.

Again, I’m offering “Removing Your Mental Roadblocks To Your Success” as the first step in my Leading Advisor Coaching Program to a select group –

-which means that I advise, coach, consult and train them in 9 key strategies which have been proven to create more profit and more time.

-the benefits are more energy from working fewer hours, a balanced home life and a new, revitalized vision and passion for work that generates more profit for all.

“Removing Your Mental Roadblocks To Your Success” will help you to understand both Why you have the Roadblocks and HOW to remove your Roadblocks.

The 9 Key Strategies of The Leading Advisor Coaching Program are;

1. Identify And Remove Your Mental Road Blocks To Your Success
2. Construct a powerful three year vision
3. Plan the time to plan strategies & systems
4. Control your finances
5. Attract, hire & lead championship advisors & support team
6. Refine your selling & marketing skills
7. Create a low-cost niche marketing engine
8. Deliver ‘wow’ customer service
9. Maintain balance between work, rest & play

Would you like to know more?