September 2011 E-Newsletter – Plan · Practice · Profit – Colin Powell’s Leadership Rules
September 26, 2011 by Simon · Leave a Comment
Read the latest Leading Advisor E-Newsletter: Colin Powell’s Leadership Rules
Twitter Weekly Updates for 2011-09-25
September 25, 2011 by Simon · Leave a Comment
As we all swim in a sea of opportunity, may we all keep our heads about the waves! # Let’s try that again As we all swim in a sea of opportunity, may we all keep our heads above the waves! # #NAIFA2011 @NAIFA @Advocis Ottawa & @BrightTALK made last week incredible! Thank you! # [...]
Reflecting Back My Client’s Thoughts During Market Turmoil
September 22, 2011 by Simon · Leave a Comment
Here is a copy of an e-mail to one of my clients after our call on September 22, 2011. Dear Joe Advisor, Thank you for today’s coaching call. Please remember to realize that you are the vessel through which all communications flows, one cannot be of service feeling guilt for things that are beyond their [...]
Leading Advisor Social Media Survey Re-Visited
September 19, 2011 by Simon · Leave a Comment
I was interviewed by a publication that serves financial and investment advisors on Thursday, September 15th about this Social Media Survey June 10, 2010 blog post that I wrote and here are the questions that I was asked along with my replies. How many (approximately) financial advisors did you poll regarding their use of social media? 69 [...]
Twitter Weekly Updates for 2011-09-18
September 18, 2011 by Simon · Leave a Comment
In Washington, DC for @NAIFA2011 Annual Conference! #NAIFA2011 # Clear Your Roadblocks Approved for CE Credits by New York State Insurance Department under sponsorship of The National Underwriter… # cont'd…of The National Underwriter Company for the #SMAX # BrightTalk Webcast “Clearing Your Roadblocks To Success” Sept.15 @ 2pm ET http://ow.ly/6qWqQ Join Us! # Speaking about [...]
Here Is A Way To Emotionalize The Decision To Purchase Life Insurance
September 12, 2011 by Simon · Leave a Comment
Twitter Weekly Updates for 2011-09-11
September 11, 2011 by Simon · Leave a Comment
RT @financewebcasts: Our September launch is looking so good! @simonreilly (9/15), @jjloic (9/20), @swershing (9/21) & @NedVanriper… # Going to @NAIFA in Washington, DC? Join me for Removing Your Roadblocks To Success 7:30 – 8:45am, September 13th # #FA s Are you ready, organized, empowered, & recharged for an exciting fall term here at Leading [...]








Dates for 2012 TBA - stay tuned!









