Simon Reilly – The Financial Advisor Coach

Leading Financial Advisor Training, Coaching and Speaking - About Simon Reilly

Simon is the founder of Leading Advisor Inc. and is an expert business coach, speaker and writer and values and behaviour analyst with over 20 years of experience in coaching, consulting, facilitating and training. For more than 15 years, he has worked exclusively with financial advisors and their teams to achieve sustainable business results.

He has worked with highly respected financial advisors that include Frank Allen of The Frank Allen Financial Group Inc., Bob Corrigan of Corrigan Financial Services, Nelson Deslippe of Integral Financial Services, Diane Dupuis of Dupuis Langen Financial Management, Thomas O’Neill of Thomas O’Neill & Associates, Duncan Robinson of Freedom 55 Financial and Rod Tyler of Tyler & Associates Financial Services.

Simon received personal and business coaching training from Robbins Research International from 1990-1993 and Coach U from 1995-1999 and values and behavioural analysis training from Target Training International in 1997. He continues to develop and enhance his training, combining business and personal development with attitudinal healing, emotional intelligence, emotional release work, family systems theory, and inner child work.

Simon is the author of Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs.

At the time of this writing, Simon has 28,000 hours of one-on-one coaching experience. He is sought after as a speaker for associations and companies such as Advocis, BFG Financial, Canada Life, Financial Management, IDC Financial, Hub Financial, Investors Group, Macquarie Private Wealth, Great American Advisors, London Life/Freedom 55, Pro-Seminars, Sun Life, The Cooperators, The Cumis Group and The Independent Financial Brokers Association.

Over the last four years, he has spoken to 15, 000 financial advisors across Canada which includes more than 20 Advocis Chapters, has written for Advisor.ca, was profiled in The Insurance Journal, and has been published in The Advocis FORUM Magazine.

Simon spoke at the 2010 Million Dollar Round Table Annual Meeting in Vancouver June 13th – 17th, 2010.

“Simon is clearly one of our most passionate and inspiring speakers. We are pleased to be able to provide our audiences with Simon’s unique and scientific approach that shows financial advisors how to lay the foundation for a practice based on advising vs. selling, wealth management and referrals. By the end of 2006, Simon will have completed over 25 speaking presentations for Pro-Seminars right across Canada to hundreds and hundreds of financial advisors to nothing short of rave reviews.”

Alex Nicholson alex@pro-seminars.com Vice-President Pro-Seminars Beamsville, ON


Financial Advisor Coaching
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