NAIFA Georgia State Convention April 23, 2013 Simon Reilly Speaking Testimonials

May 20, 2013 by Simon | Leave a Comment

Thank you to NAIFA Georgia for their brilliant job of producing their 2013 NAIFA Georgia State Convention on Tuesday, April 23. I was honored to have the opportunity to speak at the convention and experience the outstanding presentations of Chris Coleman, Tim Richardson and John Wright II.

Pictured here are NAIFA Georgia Executive John Weeks, Debby Evans, Sandy Sutton and Don Esposito.

“Simon got me thinking about what is blocking me from what I need to do. I really like what Simon said, When there is judgment there can be no understanding.”
Ken Dombart
Lincoln Financial

“There are blocks on every level of business no matter where you stand. I liked when Simon spoke about understanding yourself and trying not to overdo things.”
Matt Koppin
Piedmont Insurance Services

“I liked the form on controlling the outcomes i.e. prior planning. I actually found it worthwhile to take notes.”
Chris Alexander
Guardian Life Ins. Co.

“I have a deeper understanding of the importance of business planning and balance to succeeding as an adviser. I gained a better understanding how values and actions express themselves in the success of advisers.”
L. P. Jones
New York Life

”Simon spoke about real-life things that happen in our business, ways to eliminate the bad and starting working on the good. He gave actionable subject and ideas; it wasn’t just a speech. He talked about things that matter and how to take action. It wasn’t just mountain-top inspiration; it was real.”
James Higgins
Thrivent Financial

“Simon identified and discussed how unmet needs impact us and our overall business. I liked that you are willing to send out free templates to help us with our business.”
Sandy Howard
Pippin Insurance

“The presentation had structure and focus. You got out meeting back on time. You delivered the message succinctly. I understand that there is more to achieving balance than just scheduling some time off.”
Phil Smelley
The Complete Insurance Source

“I liked the One Page Business Plan. I understand better how to overcome fear and branch out into new areas.”
Scott Bennett
Modern Woodmen of America

“Simon spoke about how we are the economy; we need to get rid of the stuff.” There is nothing wrong; I just need to understand what I need to do.”
Randall Talley
Tidwell & Talley Insurance

“I understand the value of having a successful business plan. We need to get rid of the stuff.”
Chris Gallman
State Farm

“I enjoyed the comparisons between being and doing. I’m motivated to clear my mind of useless garbage and self-doubt.”
Ross Perloe
My LTC

“Simon explored the real difference between motivation and inspiration. I realize I must have balance in my life, not all work and work. I need to plan my work, I need personal time, and I need to plan the future path of my life professionally and personally.”
Pierce McWaters
McWaters Insurance

“Simon’s high net worth client worthiness concept was dead on. It was mind overload issue resolution. Simon gave many useful ideas to help me now!”
Lisa Hartel
Thrivent Financial

“I enjoyed the graphics and items I had not previously heard about. Simon helped give me awareness of strategic thinking about my business.”
Maurice Jones
The Maurice Jones Agency

“I learned how to use Being to be successful in your business and how to organize your plan and objectives. Simon gave new ways to understand your goals and how to make them work.”
Lucia Jones
The Maurice Jones Agency

“I liked the high-energy delivery method and the graphics. The presentation had thought-provoking concepts that can be applied to my discipline.”
Poppy Finley

“I liked that Simon worked in a fixed behavior foundation and using the feelings make for strength and passion. He gave me more wisdom to do what I do best.”
Mike Koppin
Piedmont Insurance Services

“I liked the score card. It’s either 1 or 10, no in-between. That made sense! Simon helped me identify the ‘stuff’ and eliminate the ‘stuff’”.
Martha Shasteen
Network Insurers

“Simon helped me think about what is holding me back. I had a good look at my self-worth and where I think my self-worth comes from.”
Lynn Henderson
Modern Woodmen of America

”I liked the Ted presentation. It’s nice to know that most of our undoing is self-inflicted. We received a good book recommendation. Quiet.”
Mark Weeks
Principal

”The presentation was full of information and material was efficiently moved through in a ‘building block’ order. I didn’t expect to hear that I was more doing than being, especially in safety but did recognize that I do have some ‘being’ but I want to ‘Be’”.
Kelly Smith
L.R. Johnson & Associates, Inc.

”Simon was very knowledgeable and well prepared. The presentation was very interesting and instruction was excellent! I can get focused on a game plan, ask for great referrals, delegate, and learn from set-backs and move on great sales.”
Bill E. Cooper
AMA

“I enjoyed the simplicity and clarity of the presentation and the empty-my-mind process. I am inspired and motivated with new ideas, remembering to get back to basics with a vision statement and business plan.”
Patti Ruiz
Southern Financial Consultant

“It was practical, how to clear my mental roadblocks. It was a concise, simple plan to implement in my life.”
P.Q. Le
Prudential

“I liked the Reward Scorecard. We received an overview of values and assessments and the One Page Business Plan.”
Robert Rosner
Robert M. Rosner & Associates Inc.

“It was a unique presentation on building your business and a pathway to a better life. I received insight into why my career has stalled.”
Roy H. Greene
Ameritas

“Simon stressed the importance of having a business plan. We received information on how to create a business plan and the need to implement it.”
Kevin Ross
Kevin Ross Financial Services

4 Steps To Reading A Book and Integrating What You Have Learned

May 13, 2013 by Simon | Leave a Comment

It’s 1:20 pm ET on Saturday, May 11th and I am at the Manchester International Airport in New Hampshire after speaking at NAIFA New Hampshire’s State Convention on Friday, May 10th.

Thank you again to Kara Stanley, President Elect of NAIFA New Hampshire, for creating the opportunity to speak alongside Tom Hegna.

I’m awaiting a 2:15 pm flight to Philadelphia connecting to a 5:40 pm flight to Toronto.

Karl Krokosinski’s, President and CEO of Customplan Financial Advisors Inc., 4 Steps To Reading A Book and Integrating What You Have Learned is resonating with me.

I’m just about to finish my second of Karl’s 4 Steps while reading The Shadow Effect – Illuminating the Hidden Power of Your True Self by Deepak Chopra, Debbie Ford and Marianne Williamson.

Here are Karl’s Krokosinski’s 4 Steps To Reading A Book and Integrating What You Have Learned.

Step 1) Read the book.

Step 2) Read the book a second time and highlight the best parts of the book that resonate with you.

Step 3) Transcribe / short list / bullet point the best parts of the book that resonate with you.

Step 4) Go out and teach what you have learned.

Crafting A Detailed Job Description

May 6, 2013 by Simon | 2 Comments

Thank you to Brent Jolly of the Investment Executive for including my comments in the following article:

Crafting A Detailed Job Description – Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant by Brent Jolly, The Investment Executive, April 22, 2013.

When looking to recruit the best assistants for their practices, advisors should first take the time to develop a detailed job description in order to identify and define some of the skills and competencies they need to help them grow their business.

“Having a job description when hiring new assistants is absolutely essential,” says Simon Reilly, a business coach and founder of Leading Advisor Inc., based in Parksville, B.C. “It will provide the roadmap for advisors to identify the right kind of person they need for their business.”

Advisors should see job descriptions as accountability documents that are critical towards building an organized practice. For example, a well-written job description should spell out an organization’s structure – such as who reports to whom. It should resemble a contract between the advisor and the assistant that specifies individual responsibilities and duties.

All too often, advisors do not spend enough time outlining the specific qualities they need in new assistants, experts say.

“The biggest mistake advisors make is that they aren’t clear on the values and behaviours that are required for a certain position,” says Reilly. “Instead they just assume the person can do the job.”

Click here to read the entire article; Crafting A Detailed Job Description - Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant by Brent Jolly, The Investment Executive, April 22, 2013.

Thank You NAIFA Georgia + To Stay Inspired Blog

April 29, 2013 by Simon | Leave a Comment

Pictured here are NAIFA Georgia Executive John Weeks, Debby Evans, Sandy Sutton and Don Esposito.

It was great to reconnect with fellow MDRT speaker Tim Richardson. We had a chance after the convention to offer each other some business-building ideas.

It’s 5 pm ET Wednesday, April 24 and I’m 90 minutes into a 150-minute flight from Atlanta to Dallas connecting in Vancouver and then on to Nanaimo on Vancouver Island making for a long creative day.

So to stay inspired I’m practicing what I suggest to my clients which is to make a list of everything that they have to give thanks for from the past week and focus on how that makes you feel versus the always judging / unthankful ego – amygdala, emotional, limbic, lizard brain.

This give-thanks-for list below is from the week of Sunday April 14, to Saturday April 21, which ties into this Organizational Mind Map that I created on Sunday April 15.

You might think it is a sin that I have worked the last three Sundays in row having spoken at TedX Powell River Sunday April 7, flown to London, ON, Sunday April 14, and flown to Atlanta Sunday April 21. I am sure that God understands the investment one makes to deliver The Inspirational Tipping Point while living on the edge of nowhere on Vancouver Island.

Giving Thanks List Sunday April 14 – Saturday April 21

Saturday, April 20

Slept in Saturday
Chris Barrow newsletter printed for next week’s reading
Diane consultant debriefing
Listed everything to give thanks for week
Meditation 20, walk 30, cardio 33, yoga 20 minutes

Friday, April 19

Coaching day
COI Coaching Infusionsoft and Send Out Cards marketing campaign delegated
Journal summarized
NAIFA Georgia PowerPoint edits defined
Lincoln speaking coaching prospect called for an appointment
Pat friend conversation
Projects shortlisted
Meditation 20, walk 30, cardio 33, massage 75, yoga 20 minutes
Shadow book received
What is The Inspirational Tipping Point book ideas
Realization The Inspirational Tipping Point must be written to corporations
Unpacked

Thursday, April 18

Safe flight home from Toronto
Article summary created
Bio edits
Blog and Tweets written for following week
Clearing process
COI Coaching Infusionsoft and Send Out Cards marketing campaign draft written
Facebook client friend list draft
Saint research for reading completed
Shadow research
Ted Vancouver Whistler submission draft
Home with Laura
Meditation 20, yoga 60 minutes

Wednesday, April 17

Outstanding Inspirational Tipping Point / One Page Business Plan speaking presentation to Pro-Seminars Toronto
Coaching day
Clearing process
Client Infusionsoft and Send Out Cards marketing campaign confirmed
Bob Gignac friend visit
Website repairs identified
Meditation 20, cardio 33, yoga 20 minutes

Tuesday, April 16

Good Inspirational Tipping Point / One Page Business Plan speaking presentation to Pro-Seminars London
Coaching day
Clearing process
Diederik friend debriefing
Bob Gignac friend visit
Meditation 20, cardio 45, yoga 25 minutes

Monday, April 15

Clearing process
Client Infusionsoft campaign started
Diederik friend meeting
Laura meeting
Let a FMO prospect go
Meditation 10, cardio 45, yoga 30 minutes

Sunday, April 14

Safe flight to London
April newsletter written
Blog and Tweets written for week and summary list created
Blog mind map created of projects for week of April 14 – 20
Clearing process
Inspirational Tipping Point / One Page Business Plan speaking presentation PowerPoint written
Laura meeting agenda written for Laura meeting
Marketing plan updated
Planner iPad updated
Projects list updated
Recognized too tired to write new articles after TedX
Robin friend letter draft
Meditation cardio 33, yoga 33 minutes
Scheduled a weekend get a way for Laura and me for April 27