Leading Advisor Financial Advisor Coaching

About Leading Advisor

Leading Advisor - Financial Services Professional Coaching, Speaking and Training

Company Description

Simon Reilly has been working with Financial Services Professionals since 1997, going beyond the mechanics of success. Leading Advisor’s coaching program pulls back the curtain and clients learn what holds back their greatest potential. Simon mentors clients to inspire themselves, thus transforming their businesses creating fulfilling, rewarding, and sustainable success.

We have a unique approach to you and your business. 90% of success and failure are about understanding WHY we do what we do and 10% of success and failure are about understanding HOW and WHAT to do. That said, you can get the HOW and WHAT to do strategies for vision, planning, time management, delegation, recruiting, and hiring for free online. We help advisors and managers understand the WHY; the HOW and WHAT to do then fall into alignment.

The Leading Advisor Team

Simon Reilly - Financial Advisor Coaching, Speaking and Training

Simon Reilly

Simon Reilly – Coach, Speaker, Thought Leader 

Simon coaches financial service professionals and business owners, and has a proven track record, since 1997, of helping others create more profit in less time.

Financial Advisor Training, Coaching and Speaking - About Laura Reilly

Laura Reilly

Laura Reilly – Director of Operations

Laura oversees the day to day operations of Leading Advisor, Inc. including: management and operations, business development, client care and scheduling, marketing, online products/services, enrollment, client relations and strategic alliances, event management and communications.

Financial Advisor Coaching, Speaking and Training - Toni Nell

Toni Nell

Toni Nell – One Page Business Plan Coach

Toni coaches Leading Advisor’s clients to help them to meet and exceed their goals helping them to create and implement the One Page Business Plan for long lasting sustainable success.

Financial Advisor Coaching, Speaking and Training - Deanne McAndrews

Deanne McAndrews

Deanne McAndrews – Virtual Assistant

Deanne McAndrews is the owner of eLegal Services. She has worked with Leading Advisor, Inc. since 2010 and provides back office support which includes client call transcriptions, the management of client material and files, and a vast array of work on special projects for our clients.

Financial Advisor Coaching, Speaking and Training - Amie Flowerday

Amie Flowerday

Amie Flowerday – Virtual Assistant

Amie Flowerday is the owner and lead Virtual Assistant of Windy Ranch Admin Inc. founded in 2008. Amie started working with Leading Advisor Inc. in 2015 and provides back end office support to Simon, Laura and Deanne, which includes client call transcriptions, management of client material and files, and various other general support projects.

 
Susan Pederson - Personal Assistant

Susan Pederson

Susan Pederson – Personal Assistant

Susan Pederson is a personal assistant with Leading Advisor, providing day to day assistance to both Laura and Simon on a variety of tasks and projects. She has over 15 years of experience as a writer and editor. Overseeing a busy household while running her freelance writing business from home, ignited her passion to help others stay organized in their day-to-day lives.

Financial Advisor Coaching, Speaking and Training - Kimberly Black

Kimberly Black

Kimberly Black

Kimberly has worked with us since 2004 helping with designing and maintaining our websites, the blog, videos, marketing and newsletters.


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