Virtual Advisory Is The Answer

When I’ve spoken with financial advisors and planners over the past number of weeks, the same topic continues to dominate our discussions.

Advisors want to know how they can continue to meet their clients’ needs and grow their practices without being able to meet in person.

Virtual advisory is the answer.

Not sure what it takes to pivot to a virtual model?

I’d like to personally invite you to the Virtual FA Summit on May 6.

Get Your Free Pass Here

It’s a free, one-day summit that’s being produced by Jeremiah Desmarais over at Advisorist.

I’m excited about the opportunity to deliver a brand new presentation on

Regenerate Yourself & Your Business Virtually… NOW!

But you’ll also get to hear from an impressive list of experts in and around the industry that include;

- Kevin Darlington – General Manager, Broadridge Advisor Solutions
- Jeremiah Desmarais – How To Attract HNW Prospects Online
- Ed Slott – COVID-19 Tax Retirement Account Tax Updates
- Brad Swineheart – 5 Ways to Capture a Crowd Through Virtual Seminars
- The Britts – 50+ Virtual Appointments a Month… From Free YouTube Videos
- Tom Hegna – How To Ease Your Client’s WORST Stock Market Fears
- Cameron Cobb – How to Find Money in Money Using LinkedIn
- Annette Bau, CFP – Virtual Marketing to Affluent Women and Couples
- Frank Maselli – Advanced Techniques for Virtual Presentations

These are people who have their fingers firmly on the pulse of what’s happening right now at this very moment.

As I mentioned, the event is free. However, you’ll need to claim a pass – so please click here and visit the event page and get registered!

If you would like more information on this topic or other Inspirational Speaking Topics Simon covers, click here.

If you would like more information about an 60 minute with Simon email Laura at lreilly@leadingadvisor.com or call her at 1-877-248-6012 to schedule a virtual session.

What My Coaching Clients are saying:

"After I get off of the phone call with Simon, I feel like I have my superwoman cape on, and I can do anything. It is very hard when you are an independent advisor, to find a mentor or a coach to help guide you through certain steps of your growth. Someone who can genuinely get to know you and your business, while helping you to not get caught up in your own head. To be in your corner to help you through the everyday challenges of the industry. Simon has been this coach for me. When I started with Simon, I was worried about where my business was going to go and taking it to the next level, I wasn’t necessarily thinking about shaping and coaching the team. Now, not only has Simon empowered me to have my superwoman cape on for my business but I can also go back and use the tools I learned to coach my team and to create more cohesiveness with them. Thank you, Simon, for being in my corner and guiding me to take my business to places I would not have done on my own."

" The best part about my work with Simon is that the assignments and practices he holds me accountable to do, as well as the one on one coaching call recordings that are given to me after the calls, stay with me day in and day out. Each time I review them I receive another nugget to apply to my current progress. With these resources on my desk, I can review them every so often and quickly understand where I need to adjust to continue to my next level of success. Although all the new skills I am learning will take time to make into a habit, the resources and coaching helps make perfect practice. Having a coach in my corner that has helped me apply the knowledge I already have of things I should be doing, but was not consistently, will help to yield some pretty big results."

Simon Reilly

International Values and Behavioral Analyst, Business Coach, Speaker and Author

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