Simon Reilly – The Financial Advisor Coach

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

Simon Reilly is an expert business coach, speaker, writer, and values and behaviors analyst.

For more than 15 years, Simon has worked exclusively with successful financial advisors and their teams to achieve sustainable business results.

Over the past 6 years, Simon has spoken to over 20,000 advisors across Canada & the USA at nearly 200  financial advisor conferences that include NAIFA ( National Association of Insurance and Financial Advisors ) 2011 National Conference in Washington, DC, the Million Dollar Round Table 2010 Annual Meeting in Vancouver, BC, main stage at Great West Life, Hub Financial, London Life, PPI Solutions & Sun Life Conferences, 20 Advocis Chapters coast to coast and his presentations have been approved for CE Accreditation under the new 2010 Advocis / CLU guidelines.

Simon was nominated as one of the Number 2 Finalist in Advisor.ca’s 2010 Name That Visionary Contest and has written for Advisor.ca, was profiled in The Insurance Journal and has been published in FORUM magazine.

He is the author of “Curing The Unmet Needs Disease” – a book and workbook that provides the missing link to; breaking through the plateauing out syndrome and building a bigger vision & business plan.

He is a member of Advocis ( The Financial Advisors Association of Canada ) and the IFB ( The Independent Financial Brokers of Canada ) and NAIFA (National Association of Insurance & Financial Advisors).

Simon continues to lead the way as a Senior Certified One Page Business Plan Consultant.

“I was very pleased with Simon’s presentation.  He has fantastic energy and his material is very well packaged. His material is a mix of old and new, and certainly has the most complete and informative material, and he is the best presenter that I have seen deliver to our MGA in the last 24 months. He delivered value and excited the crowd. Simon delivered exactly what I expected, and I was pleased to see the number of people who responded by purchasing his book, that shows me that having Simon speak was a huge success.“

 

Michael Williams, BFG Financial Inc.,  President (2010) Toronto, ON

 

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