Leading Advisor Financial Advisor Coaching

As we grow, can the current process sustain the growth we are striving for?

As we grow, can the current process sustain the growth we are striving for?

Thank you to the MDRT ( Million Dollar Round Table) , MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin here are a few pictures of friends and highlights from the MDRT.

As we grow, can the current process sustain the growth we are striving for?

No. Like most processes or systems in this world, they are extinct as soon as they are finished because their beautiful design handles more and more information hence they require an upgrade just like the

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What Should An MDRT Member Look For In A Coach?

What Should An MDRT Member Look For In A Coach?

Thank you to the MDRT ( Million Dollar Round Table) , MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

What Should An MDRT Member Look For In A Coach?

A good coach loves what they do, has references, a track record and visibility within the financial services professional niche. They say there are three types of coaches: a coach that has already dealt with what you are currently experiencing, a coach that is currently dealing with what you are currently experiencing, or a

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2015 New Orleans MDRT Practice Managements Secrets Panel

2015 New Orleans MDRT Practice Managements Secrets Panel

I’m honored to have been chosen from hundreds of coaches along with Bob Artz, Bob Davies and Ken Doyle for the 2015 New Orleans MDRT Practice Managements Secrets Panel, 10am – 12 noon, Tuesday, June 16 – Hilton New Orleans Riverside – Grand Ballroom CD

Here is the bio that I will be using to introduce myself.

Thank you for the opportunity to participate on this MDRT panel of coaches with fellow coaches Bob Artz, Bob Davies and Ken Doyle.

My wife, Laura, and I, and our team operate Leading Advisor from Parksville, British Columbia, on Vancouver Island. On a personal note, we enjoy walking our Australian Shepherd, Shadow, cycling and kayaking, which is interspersed with our love of yoga and reading. We support Compassion International.

Leading Advisor works exclusively with financial service professionals to transform both their personal and business lives.

In 1980 a friend of mine said to

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Simon Reilly Book Signing, Speaking & Tradeshow Schedule New Orleans MDRT June 14 – 17, 2015

Simon Reilly Book Signing, Speaking & Tradeshow Schedule New Orleans MDRT June 14 - 17, 2015

Now that The Inspirational Tipping Point Book, Speaking Presentation and Tradeshow Booth are ready to go the only thing for us to do is; Understand that in order to share Inspiration is to know it, for sharing is knowing.

Sunday, June 14, 2015

10am – 5pm Tradeshow Booth #215 / ConneXion Zone 3:40pm – 3:55pm Speaking – The Inspirational Tipping Point / ConneXion Zone

 

Monday, June 15, 2015

11:30am – 5:30pm Tradeshow Booth #215 / ConneXion Zone

Tuesday, June 16, 2015

10am – 5pm Tradeshow Booth #215 / ConneXion Zone 10am – 12 noon Speaking – Practice Management Secrets Panel / Hilton New Orleans Riverside Grand Ballroom C & D 12:30pm – 1:30pm Book Signing – The Inspirational Tipping Point / MDRT Book Store ConneXion Zone 2:40pm – 3pm Speaking – The Inspirational Tipping Point / ConneXion Zone

Please click here for the complete schedule for the MDRT In

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Ten Years Of Membership and Commitment to Advocis, The Financial Advisors Association of Canada

Ten Years Of Membership and Commitment to Advocis, The Financial Advisors Association of Canada

In Recognition of ten years of membership and commitment to Advocis, The Financial Advisors Association of Canada.

Simon Reilly is hereby granted this Membership Milestone Ten Years.

In witness whereof, the undersigned President and Chief Executive Office of Advocis, and the Greater Vancouver chapter of Advocis, are honoured to present this certificate. President and CEO, Advocis – The Financial Advisors Association of Canada.

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The Inspirational Tipping Point from NIME 2015 Annual Conference, Orlando, FL, May 5, 2015

“I have a better understanding of the difference between motivation and inspiration, and the difference between the conscious decisions creating inspiration versus the controlling aspect of the amygdala.”

Patrick Kenney Assurity Life Insurance Company

“I liked the color-coded calendar for time management and the concept of the amygdala. I also realize I need a business coach.”

Becky Cummings Lafayette Life Insurance Co.

“It is always a refreshing reality to hear Simon’s presentation.”

Peter Konrad Integrated Financial Concepts, Inc.

“I enjoyed the business planning and the different between motivation and inspiration.”

Doug Murphy Baltimore Life

“The content of Simon’s presentation was fantastic. We received the white papers and organizational tips which I didn’t expect.”

Darin Lucas First Annuity & Ins. Marketing

“I enjoyed Simon’s energy, unique approach and good illustrations. It was a different approach to a common problem we all face, with very unique visuals that were entertaining but communicated

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Financial Planner / Money Manager – Dallas / Fort Worth, Texas

You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance Licensed, and that can be or is Series 65 Licensed.

You enjoy working with your clients to help them create a plan, to grow assets, to protect assets and leave a lifelong legacy.

Yet you find it challenging to attract new prospects and want to work with a bigger team to attract new prospects and provide back office support.

You are a dynamic team player with exceptional communication, organizational, and interpersonal skills, and you are customer service oriented.

You work well independently, are flexible, and can prioritize and manage a complex workload.

You have high standards and attention to detail and are proficient in connecting with high net worth clients.

Our Dallas / Fort Worth, Texas Independent Financial Services Firm is looking for an exceptional Financial

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