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Webinar – Financial Advisor Future – Regenerative Approaches To Uncertain Markets & Times

Simon Reilly

Since 2020, everything has been changing everywhere all at once, contributing to psychological debt without understanding a Regressive vs. Regenerative Mindset and a Fixed vs. Growth Mindset. Change is situational. Transition is psychological. Psychological debt will disrupt your business if the psychological debt is not understood and dissolved.

Covid, Wars, Supply Chains, Inflation, Markets, Interest Rates, Banking Crisis, Recession, What’s Next?

Are you, your prospects, and your clients distracted by wondering what is next?

Are you up to date on financial advisory and emerging trends? Are you ready for the future? Do you understand the difference between change and transition? How do you, as a Financial Advisor, view the future of your retirement?

Careers change or end. Relationships change or end. Role(s) in life continually change. Some changes hit us out of the blue; some have been brewing for decades. 

Concerning Financial Advisors and their retirement, a Recent Survey indicates 65% of Financial Advisors will cycle in and out of numerous Retirement-Transitions into their 70s and 80s.

“Change is something that happens to people, even if they don’t agree with it. Transition, on the other hand, is internal: it’s what happens in people’s minds as they go through change. Change can happen very quickly, while transition usually occurs more slowly.” ~William Bridges

Do you understand the differences between these Mindsets? Regressive, Fixed, Growth, Regenerative? 

“Someone with a growth mindset views intelligence, abilities, and talents as learnable and capable of improvement through effort. On the other hand, someone with a fixed mindset views those same traits as inherently stable and unchangeable over time.” – Harvard Business Review 

A Regressive Mindset includes flux, depression, frustration, grief, accelerating age, and a regressive mindset compounds frailty, feeling useless, and feeling like a burden. These compound fears override the impulse to grow.

A Regenerative Mindset provides excitement, curiosity, growth, improvement, and embracing the future.

Join Simon Reilly to learn the following vital understandings to help you to transition to your next level of success.

  • Change Transition Transform Transcend Defined
  • The Future Of Financial Advisory And Emerging Trends
  • How Retirement Planning Will Change
  • How Do Financial Advisors View The Future Of Their Retirement?
  • What Do You Want To Bring To Your Clients?
  • To Expire Or Retire Or Regenerate?
  • Growth vs. Fixed Mindset
  • Regressive Or Regenerative Mindset Is A Choice
  • Concurrent Transitions
  • In Competent Stuckness
  • The Messy Middle
  • Mindset Shift

Simon Reilly of Leading Advisor Inc. is an Advocis (The Financial Advisors Association of Canada), FPA, GAMA LAMP, MDRT, NAIFA, Pro-Seminars, TEDx, and WIFS Speaker and expert Business Coach & Author.

Register to our upcoming webinar it this link

Date: July 27th

Time: 10-11 am (PDT)