Leading Advisor Financial Advisor Coaching

Business Puzzles We Have Solved For Clients Q1 2018

Simon Reilly | April 4, 2018 | Filed: Advisor Stories

business puzzles | Leading Advisors

Puzzling is one of my pass times from helping people sort out their business and personal puzzles.

Aside from solving the Inspirational Puzzle, the biggest puzzle of all, there are the business puzzles that we have solved for our clients this quarter. What business puzzle can we solve for you?

  • Associate Advisor / Agent Training Plans for a number of advisors
  • Ad Writing to attract an advisor successor
  • Business & Marketing Plan for advisor switching from wholesale to retail
  • Client Engagement Process streamlined to increase production by 65% over last year through dinner seminars and follow up appointments
  • Conflict Resolution with board of directors and partners
  • Contract Negotiations for top producing advisor with parent company 
  • Executive Assistant Hire or a multi-million dollar producer
  • Exhibit Design for client speaking and exhibiting at tradeshow
  • Family Business Succession Plan for daughter or son leading the business as they join the parent’s business
  • Family Business Succession Plan with parent leading the way with daughter of son joining the business
  • Family Office Proposal to serve ultra-high net worth client family
  • Information & Time Management Plan for a number of advisors
  • Office Assistant Hire for a number of advisors
  • Operations Manager Hire for top 300 advisor of 2500 advisors
  • PowerPoint Design for women’s seminar
  • Team Reorganization so the person with right values and behaviours are in the right position

Celine Pastore | Leading Advisor
February, 2018

Celine Pastore
Simple Path Retirement
Palm Harbor FL

The Leading Advisor coaching program has set me on fire. I began using the tips provided in the sessions to change the language of my onboarding process and it has made an incredible difference. I have had a 60% increase over last year, in the number of families that I have the pleasure to serve. The coaching sessions and assignments have helped me to identify who I really am and how to be true to that person. In just 3 sessions the coaching program has already made an incredible difference in my business long term. It has given me the confidence to move into the future and really know how I am going to reach my next goal that I set for myself. The coaching is exactly what I need, exactly when I needed it. I look forward to continuing to improve my team with the program value adds and create sustainable long-term growth.



About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

Simon Reilly - Find Me on  Facebook Simon Reilly - Join me on LinkedInSimon Reilly - Follow Me on  Twitter

Simon Reilly has written 2522 posts on his blog.


Feel free to leave a comment...
and oh, if you want a pic to show with your comment, go get a gravatar!

About Us | Blog | Financial Advisor Coaching | Newsletter | Financial Advisor Speaking | Financial Advisor Training | Contact |
Terms, Conditions and Disclaimer | Sitemap
75 queries in 2.138 seconds.
Get in touch with Laura : 1-877-248-6012 | Request Call Back | Email Her