Testimonials

"I hired Leading Advisor to help me to refine my business plan and with Simon’s help, I realized that I had some issues that were interfering with my business plan. Another business coach may have worked with me through the business plan only to have the issues continue to interfere with the plan. Simon’s Removing Your Roadblocks Program allowed me to hit the nail right on the head helping me to understand and resolve the issues which were 99% of the work that was required making the work on the business plan about 1% of the work, meaning once the issues were understood, the business plan just fell right into place."

Donald Daggett
donald.daggett @ cibc.ca
Associate Investment Advisor
CIBC Wood Gundy
Waterloo, ON

I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise. I have grown at an unbelievable rate in the past two years and know that it is because of your program to remove roadblocks and to build my practice based on my values. I feel refreshed and alive and wanting to excel in my practice to a degree that I cannot express into words. You have given me the courage to expand and to believe in myself when things were very difficult and I could very easily have thrown in the towel so to speak. I have valued my relationship with you and will be happy to speak with potential clients on your behalf.

I wish you both God’s blessings and that you have great growth and success in your business. I hope that you have the opportunity to share your expertise with many advisors, so that the industry is a better place because of your influence.

Tracy Valgardsson Enns, CFP, FDS, EPC
tracyv @ sasktel.net
Partners in Planning / Athabasca Financial
Moose Jaw, SK

Out of all of the coaches that I have worked with, you are the only one that gets it and I received an incredible amount of value in a short period of time.

Brad Gustafson
Brad.Gustafson @ rpfl.com
Partner
Richardson Partners Financial
Calgary, AB

Dear Simon:
I want to thank you for your insights, practical tools and strategies. Your values based approach has provided me with a number of tangible benefits and has given me a solid foundation to accelerate the growth and success of DBS. Your services exceeded my expectations.

With Gratitude,

Paul Ghezzi, CA
paulg @ wealthwithpurpose.ca
Founder
DBS Private Client Group Inc.
Markham, ON

Thank YOU for Monday's call!

You know you were right!

The first time we talked you explained that working with you would make me feel more clear, confident, more fulfilled - that everything is just happening easier. And...you were absolutely right - I do feel more clear, confident, and more fulfilled - that everything is getting easier.

I look forward to our next call - especially the part about "Let's discuss inspiring your business.

Edna Keep
edna @ Assante.com
Assante Financial Management Ltd.
Regina, SK

Hi Barb and Jim,

Thank you so much for your message … as I read it I found myself right in the moment and into the splendor and the spirit of the environment that you chose to do your planning process.

Congratulations for taking the time for both of you to create the space to realize your vision for the future.

I have a request … may I share your e-mail in my e-newsletter as per below.

Thanks for the opportunity to be of service.

Simon

Monday, January 21, 2008

Hi Laura,

As I’m writing this, I can see the majestic beauty of Horseshoe Falls through the window behind the laptop. What a beautiful place to do some good work. Jim and I came up to Niagara Falls to focus completely on our own strategic planning for the year. Our choice to come here was a good one. We have the quiet ambiance of the hotel and are grounded by the sound of water rushing over the lip of the falls as it has for thousands of years. We’re here another day, and if we need to, we’ll stay yet another. We saw the benefit of planning in Jim’s last quarter and are determined to improve and build on that success for an outstanding year.

Hope all is well in beautiful B.C. Give my best to Simon. Jim is looking forward to their Tuesday call.

Barb Holland

Jim & Barb Holland
The Holland Benefits Company
Windsor, ON
jim.holland @ hollandbenefits.com

I should be thanking you Simon for all your help over the last few months.

There are very few people that I know in this world that can share what we talk about, that want to talk about this kind of stuff, and take it even further by sharing the knowledge to grow through and beyond these issues.

To me, what you have is a very rare and special gift.

Thank you again and enjoy your Thanksgiving.

Chris Morris
chris @ morris-financial.com
Morris Financial Services Ltd.
Calgary, Alberta

Leading Advisor's hiring system is very professional and it provided me with everything that I expected and allowed me to eliminate a lot of the detail work saving me a lot of time and energy. So many of the candidates fit the mold and the assessments and the assessment debriefings allowed me to ensure the candidate that I chose was compatible with the job description and most importantly with me . I am extremely happy with my hiring decision.

Andrew Leitch
andrew_leitch @ canaccord.com
Canaccord Capital Corporation
Campbell River, BC

As so often is the case when you are on a journey of self-remembering, a teacher appears before the seeker. In this particular case, my teacher appeared in the form of Simon Reilly, a person located on the other side of the world.

Whilst I was extremely circumspect about engaging someone I had never met, the subsequent two months proved to be enlightening beyond my wildest expectations. The material, process & guidance provided by Simon facilitated a period of intense self-examination & transition.

The process, whilst challenging & emotional, provided me with tools to step through to the other side of my fears & achieve great strides in remembering my authentic self.

For this I will be eternally thankful.

Keith Wright
Director
Pateley Pty Ltd, AUSTRALIA
 

I started working with Simon over 9 years ago with a mandate to double my income and provide me with more time for myself and my family, and to enable me to work on my business versus always having to work in it. I met and exceeded the mandate within the first year and have forged ahead to build a Financial Services Practice with a strong team of specialists that provide Critical Illness, Group Insurance, Life Insurance and Money Management.

Nelson Deslippe - CFP, CLU, C.H.F.C
nelson @ integral-financial.com
Integral Financial Services Inc.
Vancouver, Canada
www.integral-financial.com

Left on my own it would have been easy to make a serious hiring mistake. I didn't realize that there was so much involved with the hiring process. Leading Advisor’s hiring system and support is tremendous. Laura is fantastic and very knowledgeable and handled the entire process in a professional manor. I was very impressed with the procedure that involved the assessments and questions that helped me understand a process that determines "this is why a candidate will make a great assistant" and "this is why they will not". It made my job so much easier saving me an incredible amount of time enabling me to whittle down the applicants down to a successful hiring decision and I feel confident about our decision and I am very pleased with the results.

Paul Lauzon
lznfa @ shaw.ca
Lauzon Financial Advisors Inc.
Kelowna, BC

Simon's years of experience in professional and business development really comes across, his professional speaking style is very inspirational and one really comes away with ideas and tools that they can implement into their business right away.

Frank C. Allen - CFP, CLU, C.H.F.C
frank @ mr-rrif.com
The Frank Allen Financial Group Inc.
Past President Greater Nanaimo Chamber of Commerce
Past President of The Rotary of North Nanaimo
Nanaimo, Canada

From the moment Simon was introduced to our conference I simply knew that he was the one who would coach me to awaken the energy within myself to advance my practice and my life to where I have always felt it should be. Simon and Laura ignite an enthusiasm within me to fulfill this desire to propel my energies forward to conceive, believe and achieve my goals.

The Leading Advisor approach is simply fun to work through. While coaching is not meant to be a quick fix, several ideas put forward in sessions have delivered results beyond my expectations within 24 hours of first hearing them. I have begun to identify the roadblocks to my success and am enjoying the experience of removing them!

I'm really enjoying this work it is very challenging and I am feeling I get far more out of it than I put into it.

Philip Hauser, CFPP
financialplan @ philhauser.ca
Sterling Mutual Funds Inc.
London, Ontario

We as advisors are exposed to many different continuing education programs, each with a multitude of speakers. At the end of the day, the topics tend to get repetitive and begin to be a waste of time. That is easily evidenced by the number of attendees reading newspapers or doing crossword puzzles during the sessions. Then along comes Simon Reilly. His approach was a refreshing change and to say the least, a bit of an eye opener. Most attendees left the presentation motivated and raring to go. We all know that that type of motivation lasts a few days at best, and we soon resort to our old habits.

However, I was fortunate enough to have the opportunity to work with Simon one on one. Simon took the time to understand both my strengths and weaknesses. But rather than just trying to fix the problems, Simon delved into why they were there in the first place. This process allowed Simon to help me create the strategies, and more importantly, provided me with a toolkit that I am using on an ongoing basis to meet and exceed my goals. It is the use of this toolkit that has helped me to build the confidence to work with, and attract more complex clients and opportunities.

Bill Montemurro, MBA, CFP
Financial Consultant
Investors Group
Sherwood Park, Alberta
bill.montemurro @ investorsgroup.com

Simon's presentation was excellent and he knew his audience, hit the important issues, was able to challenge us & blend it all with humor & love for the human spirit.

Ian Fordyce
IPC Investment Corp.
Williams Lake, BC

Simon Reilly's speaking presentation, "Get You Quarter In Gear", was excellent. Being a strong, decisive and successful individual, I was looking for a business coach with the qualities and the strength to be able to challenge me to go to the next level in both my business and personal lives. I have been working with Simon for just a few short weeks, and I have gained new insights and systems that will most certainly enhance my leadership, communications, and sales.

Rohini Kapoor
rohini.kapoor @ dfsin.ca
Desjardins Financial Services
Victoria, BC

I would like to thank you for the help you have already provided. Following our first coaching call last week you sent me the Lesson on Unmet Needs. Part A was so powerful that when I came to the realization of one hidden need I got tears in my eyes as I wrote it down. That one realization is worth the price of the whole program. I look forward to the next steps.

You are welcome to quote me if you wish.

Thanks again,

Grant McPhail
gmcphail @ ricefinancial.com
Rice Financial Group
Brandon, MB
 

Your passion and enthusiasm just shines through. I particularly like the way you present "Being" an Advisor versus "Doing" Sales. You speak enthusiastically and passionately about what you believe in. This translates to the audience and they get inspired by the energy of your presence along with the valuable insights that you have to offer.

Nicole (Nicky) Sung - CFP, CLU, CH.F.C
nsung @ fmbrokerage.com
President
Financial Management (BC) Inc
http://www.fminc.ca/

Hi Simon,

Duncan calling on the Eve of 2006 or almost the Eve of 2006.

Just want to wish you and Laura all the best in 2006.

You have helped me considerably in 2005 and I do believe that I owe somewhat of a large part of my success due to our conversations in 2005.

I just wanted to call and thank you for continuing to inspire me and may we both inspire each other in 2006.

I will help you all that I can in terms of whatever link I can be to the Financial Services Business whether it is Freedom 55 - London Life or whoever I have contacts with as I believe that you have hit a really good nerve as to how people tick.

All the best to you. May you bring in 2006 the way that you deem the best for you and Laura.

Thank you very much and we will talk in early January and I will send you an e-mail as to what I would like to do for our Coaching Calls.

Just a call to say thanks and have a great New Year.

Thanks Simon.

December 30, 2005

Duncan C. Robinson
duncan.robinson @ freedom55financial.com
Financial Security Advisor
Freedom 55 Financial
Surrey, BC

Simon's speaking presentation, "Removing Your Mental Roadblocks To High Productivity", causes you to critically reflect on yourself and your practice to determine if you are really achieving what you want out of your business. It forces the question, 'Are you honestly looking at building a business with a vision, or just making a living?'

Doug Knight
doug @ equinoxkelowna.com
Knight Financial
President, Advocis North Okanagan (2006)
Kelowna, BC

You can't enthuse a Financial Advisor to be a top producer. They have to work from the inside out. Some clients are reluctant to do that. The Leading Advisor Coaching Program causes Financial Advisors to take the time to dig down deep to drive their whole business forward.

Tim Ramsay
tim @ timconnect.com
Financial Design Group
Calgary, AB

Simon Reilly embraced and engaged our Advocis Education Day right from the start by taking the time to interview us in advance of our event to enable him to groom and mould his 'Removing Your Roadblocks' Presentation to address the needs of our geographic area and audience. Simon is a dynamic and engaging speaker and kept our audience captivated and engaged providing an excellent and informative presentations that was presented in terms that were simple and easy to understand, providing insight about the issues and opportunities that are going on in our industry. We received excellent feedback from our attendees and we would welcome the opportunity for him to speak again.

David Janzen
premier @ westman.wave.ca
Financial Advisor, Premier Financial
Program Chair, Advocis, Westman (2006)
Brandon, MB

I'm so blessed to have you in my life! It's so great to have such an insightful and intelligent, gifted coach to help drive me and my business in the right direction. It's always a pleasure having a phone meeting with you. Please find attached business plan, marketing plan and marketing letters for review.

Thanks again,

Glennis Deslippe - BSN
Living Benefits Specialist
Integral Financial Services Inc.
Ph. direct 604-538-8971
Fax. direct 604-538-8972
Email glennis @ integral-financial.com
For more information about Integral Financial Services visit our website www.integral-financial.com

Removing Your Roadblocks was very well received and intrigued Financial Advisors to step out of the box and examine their practice in a completely different way. For me, Simon's presentation caused me to really think and evaluate how my personally can influence and drive both my relationship to my practice and my relationship to my clients. The Leading Advisor web site provides ongoing support for continued advisor and practice development.

Robert McGuire
robert @ mcguirefinancialservices.ca
President, McGuire Financial Services
Vice President, Advocis New Brunswick (2006)
Saint John, NB

I recently participated in Simon Reilly's advisor style assessment. The resulting Values & Behaviors Assessments not only compared me to a national mean after responding to series of questions, but highlighted individual strengths as well as areas for improvement to maintain meaningful long-term relationships with my clients. Simon's personable manner and pinpoint focus on potential problem areas made the individualized telephone follow up very worthwhile. Well worth the time invested.

Bill Goodwin
billgaq @ magma.ca
Financial Planner
Armstrong & Quaile Assoc. Inc.
Orleans, ON

"Removing The Mental Roadblocks To High Productivity", provides a very interesting viewpoint providing Advisors with a way to reevaluate and re-inspire themselves for their business. Simons' presentation skills are excellent, and he provides a way for Advisors to open their minds to a new way of thinking about their business.

Graham Calder
graham @ freedom55financial.com
Freedom 55 Financial
Director, Advisor and Market Development
President, Advocis Central Vancouver Island
Nanaimo, BC

Simon,
 
A note of appreciation to you.

You are so on the right track! It is wonderful to hear someone who "gets it" and is adding that to the world. You will continue to have great success.
I am passing your e-mail along to those who I think may be ready for your message and who may want to sign up.

I'd like to suggest that you don't limit your message to Investment Advisors, there's a whole world out there who needs to hear it.
Thanks for the steps you are taking in making a difference!

Have a wonderful Holiday Season.
Jane Donald CIM
Investment Advisor
RBC Dominion Securities

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

Out of all the presenters, you were the one with the strongest presence and the best voice projection. You did an excellent job of projecting your enthusiasm so that the crowd was able to share your enthusiasm.

Michael Boyling
mboyling @ gorogers.com
Rogers Associates Financial Partners Inc.
Vancouver, BC

You are producing a professional development workshop with your e-newsletter; it is not just an e-newsletter. Your newsletter is something to take very seriously. I think that every successful executive must be interested and engaged in professional development on an ongoing basis. Most e-newsletters are anecdotal - your e-newsletter is a curriculum. You are giving too much away and you may not be appreciated for your efforts. As a business person I have to ask you Simon, what's the bottom line or what's in it for you? Keep up the good work Simon!

Patrick Finucane
pat @ starbermckee.com
Starber/McKee Ventures
Vancouver, Canada

Congratulations on your success and great start out of the gate! You have worked very hard and deserve all the success that comes your way!

Cheers,
Thomas

Thomas O'Neill
thomas @ oneill-inc.com
Thomas O'Neill & Associates Inc.
Vancouver, BC

As a lawyer, I protect business owners when they are transferring their business to the next generation. Business succession planning also has an emotional side which business owners often overlook. I find Simon's strategies to help business owners choose successors to be a valuable component of the business succession process.

Don Sihota
dcs @ cwilson.com
Clark, Wilson, Barristers and Solicitors
Vancouver, Canada
www.cwilson.com