Clear Your Roadblocks™ Webinars & 30 Day One-On-One Coaching Telephone Program

Announcing Leading Advisor’s Corporate Clear Your Roadblocks™ Webinars & 30 Day One-On-One Coaching Telephone Program!

This is the opportunity to once and for all fix what isn’t working or take your Advisors’ practices to the next level.

Who should attend?

You are tired of seeing your Advisors struggling with:

• A loss of passion for your business
• Operating without a business plan
• Ups and downs with cash flow
• Their time is running them
• Not delegating
• Working on their own doing $25.00 per hour work
• Marketing to anyone and everyone
• Failing to ask for referrals
• Selling products versus a value added approach
• Failing to ask for the business
• Overwhelm

“

Simon comes to every hour with enthusiasm. I don’t know if the guy goes into some kind of a trance to prepare himself to be so upbeat but when the phone rings and it’s Simon, he’s on it.I understand this is a business and I understand that’s part of what he does is to enthusiastically embrace his clients but he’s a master.

”

James Poe
Texas Retirement Specialists
Fort Worth, TX

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The Clear Your Roadblocks™ Corporate Webinars & 30 Day One-on-One Telephone Coaching Program are for those who that believe that there is far more available to them than they are getting in life and business.  These programs are for those Advisors who are bumping into the same roadblocks time and time again.

These Webinars and Follow-up Coaching Program are for those that are looking for a system to improve upon what is lagging in their business and for those who want to understand the roadblocks that are blocking them from the next level of success.

These Webinars and Follow-up Coaching Program are for those that are serious about understanding what is stopping them.

Your Advisors may be at the point where they are able to identify their roadblocks, but the real issue is they have been unable to overcome the roadblocks by themselves.

Your Advisors are at the point where you are ready to understand that to remove their roadblocks it takes someone from the outside that is extremely familiar with the terrain.

Your Advisors are at the point where they are being honest enough to say that I am stuck and I know that I need to do something different in order to get different results.

Your Advisors are at the point where they are ready to understand themselves at a much deeper level.

You want your Advisors to deepen their understanding about their roadblocks and learn to take action in a whole new way.

• Where there is no understanding, there is judgement. When there is judgement, there can be no understanding.
• When one closes and locks their front door both friend and foe are locked out.

Help Advisors learn once and for all that there is nothing wrong, only an absence of understanding.

Help your Advisors learn and be guided with a step-by-step process to understand why they have the roadblocks that are sabotaging their business.

“

Simon’s coaching forced me to re-evaluate things that I would have never re-evaluated on my own without guidance. I now look at things more critically and try to look at things in more than just a one or two dimensional way.

”

Stephen J. Hall

Independent 
Financial Security Advisor
Montreal, QC

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You Want To Do Something Different For The Advisors That You Work With. Don’t Wait.

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

During The Complimentary Coaching Session About Introducing The Clear Your Roadblocks™ Corporate Webinars & 30 Day One On One Telephone Coaching Program you will learn:

• What the Clear Your Roadblocks™ Webinars & 30 Day One-on-One Telephone Coaching Program is all about
• Why the Clear Your Roadblocks™ Webinars & 30 Day One-on-One Telephone Coaching Program works
• What the Clear Your Roadblocks™ Webinars & 30 Day One-on-One Telephone Coaching Program provides
• How the Clear Your Roadblocks™ Webinars & 30 Day One-on-One Telephone Coaching Program will benefit my business
• The 3 essential ingredients that every advisor must have to be successful and the 3 ingredients that are killing their business and motivation
• The Overview of the Clear Your Roadblocks™ Corporate Webinars & 30 Day One-on-One Telephone Coaching Program

These Webinars will teach attendees 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 their business.

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

These 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.

These 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.

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 ones values, vision, business plan, goals and ability to grow until the unmet need is met from within.

“

Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.

I find his coaching very helpful and I appreciate having him in my life.

”

Carol Jackson
Investors Group
Edmonton, AB

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Your Advisors will learn how to:

• Inspire their business based upon their true values
• Reignite their passion for their business and create a 3 year vision and a set of 90 day goals
• Create a budget cash flow
• Manage their time like never before
• Do what they love and delegate the rest
• Hire an assistant that will last
• Identify and market to a niche market or two
• Ask for and receive more referrals
• Create a client engagement process and offer a value added sale approach
• Close more sales
• Feel more fulfilled and happy

The Clear Your Roadblocks™ Corporate Webinars & 30 Day One-On-One Coaching Telephone Program includes:

• A constant relationship with Simon Reilly to educate, guide and hold your Advisors accountable to Clearing The Roadblocks to their success
• In advance of the webinar & coaching program … Individual advisor questionnaire to create individual buy-in and commitment
• 3 – Weekly webinars complete with assignments – the Weekly Webinar Agenda & Content is below
• Audio Acrobat coaching call and webinar recordings for MP3 playback
• Curing The Unmet Needs Disease book
• 2 – Weekly one-on-one coaching calls for weeks 2 and 3
• One-on-one coaching call prep form (automated)
• Detailed personalized coaching call followup e-mails and recordings
• Curing The Unmet Needs Disease book
• Unlimited 24/7 E-Mail access to Simon Reilly – the intent would be that this would be covered by 2 – Weekly one-on-one coaching calls for weeks 2 and 3
• Unlimited telephone access to Simon Reilly (all calls booked through Laura Reilly (250-248-6012)– the intent would be that this would be covered by 2 – Weekly one-on-one coaching calls for weeks 2 and 3
• 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 your Advisors to stay accountable while preparing for the one-on-one and group coaching calls so there is no time wasted.
• 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
• Downloads from our Knowledge Bureau – We have years of information to share

Weekly Webinar Agenda & Content

Webinar Week One

• Clear Your Roadblocks Theory:
  • There Is Nothing Wrong, Just A Lack Of Understanding
  • Understand that Values are the DNA of Positive Belief & Positive Feelings along with Vision, Business Plan, Goals and Action
  • Understand how Unmet Needs Driven Negative Beliefs & Negative Feelings destroy Positive Beliefs & Positive Feelings along with Vision, Business Plan, Goals and Action
  • Defining The Issues & The Roadblocks
  • Commitment to your business and Clear Your Roadblocks ™ Webinar & Coaching Program at a brand new level.
• Introduce Unmet Needs Assignments:
  • Defining Your Issues & Your Roadblocks
  • Define Your Unmet Needs Driven Negative Beliefs & Negative Feelings that are fuelling the Issues & Your Roadblocks
  • Clear Your Unmet Needs Driven Negative Beliefs & Negative Feelings
  • Commit to Practice to Clear Your Unmet Needs Driven Negative Beliefs & Negative Feelings that are fuelling the Issues & Your Roadblocks

Webinar Week Two

• Review Clear Your Roadblocks™ Theory
• Review Week 1 Unmet Needs Assignments
• Introduce Values Assignments:
  • Remember The Most Successful Experience You Ever Had – Discover Your Values For The First Time
  • Design Your Values
  • Design Your Positive Beliefs
  • Design Your Positive Feelings
• Affirm, Integrate & Act On Your Business Plan & Goals Based On Your Values, Positive Beliefs and Positive Feelings

Webinar Week Three

• Review Clear Your Roadblocks ™ Theory
• Review Week 2 Values Assignments
• Commit To Practice & Practice Assignments
  • Getting Your Needs Met
  • Clear Your Unmet Needs Driven Negative Beliefs & Negative Feelings
  • Affirm, Integrate & Act On Your Business Plan & Goals Based On Your Values, Positive Beliefs and Positive Feelings
  • Practice Management:
    • Vision & Goals
    • 90 Day Goals
    • Time Management
    • Do It, Delegate, Defer or Dump
  • Commit To Stay Clear

“

I wouldn’t have gotten the opportunity to work with a large account if it wasn’t for him. He was there at the right time to help change my thinking on it and perspective.

”

Carl Thoenen
Financial Advisor
Hazelwood, MO

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The Projected Timing of the Webinars, Assignment Completion and Coaching Calls are as follows:

Week 1

• Webinar 1 – Tuesday
• Advisor’s Complete Assignments – Wednesday or Thursday

Week 2

• One-On-One Coaching Calls – Friday or Tuesday
• Webinar 2 – Wednesday
• Advisor’s Complete Assignments – Thursday or Friday

Week 3

• One-On-One Coaching Calls – Tuesday or Wednesday
• Webinar 3 – Thursday

The Webinars will be delivered by and supported by the following software and systems:

• Appointment Generator
• Audio Acrobat MP3 recording
• GoToMeeting
• MS HD Video
• PowerPoint

“

When you make a commitment to do something like this it’s almost like it changes your world almost immediately for just making that commitment. That’s what I felt right from day 1 – after that second call that we had. The second call it came at the right time and to make that commitment. It’s cleared my mind – I really honestly have not felt this relaxed in probably 3 or 4 years.

”

Mathias Dimter, B.A. Econ., CSA, CFP

Freedom 55 Financial
Nanaimo, BC

Read more Coaching Testimonials

Still not sure?

The Clear Your Roadblocks™ Webinars & 30 Day One-On-One Coaching Program is about your Advisors’ next level of success.

This is not some cookie-cutter, one size fits all program. It is not about another conference, appreciation dinner or golf game. This is about real, specific coaching for YOUR ADVISORS.

With a series of webinars and personalized one-on-one telephone coaching there is no way that your Advisors can’t succeed.

The cost of this level of coaching is invaluable to you and your Advisors’ success. We are committed to your success.

The Clear Your Roadblocks™ Webinars & 30 Day One-On-One Coaching Program is your most effective weapon against failure, apathy, and lack of focus.

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.