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 Remove The Roadblocks To Your Success?

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;

Removing Your Roadblocks to Your Success

Create a Vision for the future

Develop a Business Plan made of Sharp Strategies and Robust Systems

Implement Excellent Financial Controls

Recruit and lead a Championship Support Team

Refine your Marketing and Sales Skills

Own a Unique Brand in an Affluent Niche

Focus on Specialized Products

Become the Recognized Expert for your Clients

Deliver Amazing Customer Service

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

Lack of focus and a loss of the motivation
Selling too many products
Over demanding and unsatisfied clients
Too many clients
Failure to delegate and trying to do everything yourself
Conflict and disputes with partners, management, associates and staff
Not making enough money

…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.

Is This You?

To Remove Your Roadblocks, click the following link and you will receive all the details that explains how I provide Personalized One On One Telephone Coaching Through A Two Month Program.

Hi I’m Simon Reilly,

Do you sometimes find that you have a head full of ideas, a passionate desire to change, a compelling target, challenge or goal – but somehow you just can’t seem to get started?

No matter how strong your feelings, procrastination seeps in and stuff gets in the way?

Are you stuck?

There are 10 Steps to Build A Successful Advisor Practice;

Removing Your Roadblocks to Your Success
Create a Vision for the future
Develop a Business Plan made of Sharp Strategies and Robust Systems
Implement Excellent Financial Controls
Recruit and lead a Championship Support Team
Refine your Marketing and Sales Skills
Own a Unique Brand in an Affluent Niche
Focus on Specialized Products
Become the Recognized Expert for your Clients
Deliver Amazing Customer Service

Sounds obvious? Well here are some more numbers for you:

33% of Financial Advisors have no Vision or Business Plan
23% of Financial Advisors aged over 63 years have no Succession Plan
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

So if there are only 10 simple steps to get it right – why are the numbers so poor?

Why are you stuck?

I have designed, “Breakthrough! - Removing Your Roadblocks To Your Success” as the first step to help you to understand WHY you may have the Roadblocks and HOW to remove them.

…which means that I advise, coach, consult and train advisors in 10 key steps which have been proven to create more profit and more time.

…the benefits to you are more energy from working fewer hours, a balanced home life and a new, revitalized vision and passion for work that generates sustainable success.

I’d like to invite you to take just one step with me – the first step in any journey is the hardest but with my help you can take that step and establish the momentum that might just change your business and your life.

Are you ready for that step?

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"Removing Your Roadblocks"
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Removing Your Roadblocks drew the largest crowd and was the most engaging lunch and learn presented by the Calgary chapter so far in 2008. We didn’t receive one negative comment. Simon brought enthusiasm to the presentation right from the get go, causing the audience to immediately look up from their lunch because there was something that was really going on.

The presentation addressed how to leverage the advisor's time and challenged the audience to determine whether they were busy doing $20 & $25 per hour work. This really resonated with people and caused them to ask themselves whether they were choosing to really invest in their business or just sit and be frustrated with the paperwork. We can all be busy just being busy. But Simon spoke about the need for prioritization, being leaders and making a positive impact on both our clientele and staff. The presentation also addressed succession planning for the financial advisor. The reality is that it doesn’t make sense for financial advisors to talk to their clients and prospects about succession planning and then not practice what they preach.

Simon really caused the audience to look at the emotional side of their business and to understand that in times of change the best get better and the worst disappear.

Jeff Dyck
jdyck @ ppi.ca
Advocis Calgary Program Chair ( 2008 )
PPI Financial Group
Calgary, AB

I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise. I have grown at an unbelievable rate in the past two years and know that it is because of your program to remove roadblocks and to build my practice based on my values. I feel refreshed and alive and wanting to excel in my practice to a degree that I cannot express into words. You have given me the courage to expand and to believe in myself when things were very difficult and I could very easily have thrown in the towel so to speak. I have valued my relationship with you and will be happy to speak with potential clients on your behalf.

I wish you both God’s blessings and that you have great growth and success in your business. I hope that you have the opportunity to share your expertise with many advisors, so that the industry is a better place because of your influence.

Tracy Valgardsson Enns, CFP, FDS, EPC
Tracyv @ sasktel.net
PIP / Athabasca Financial
Moose Jaw, SK