Tips On Budgeting & Maximizing Cash & Time

December 5, 2011 by Simon · Leave a Comment

I thought you might enjoy this transcript of a coaching conversation about the importance of having a budget cash flow spreadsheet. Please note that this is also about budgeting and maximizing time as this transcription was type set by Deanne McAndrews, our Virtual Assistant and I proofed and posted this blog while doing cardio. Simon: [...]

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Tagged: financial advisor blog, financial advisor budget cashflow

Leading Advisor Distinctions

March 29, 2011 by Simon · Leave a Comment

The following distinctions in this blog are an adventure. These distinctions are to help you see and experience subtleties of language — we call these distinctions. Please use it to increase your own awareness and the awareness of your friends and clients. Please don’t take everything in this blog literally. Rather, simply try on the [...]

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Tagged: Financial Advisor Coaching, Investment Advisor Coaching, simon reilly

Thank You To The Elite Advisor

February 24, 2011 by Simon · Leave a Comment

The Elite Advisor has brought together an all-star line-up of World Class Coaches that helps financial advisors increase their sales and grow their practice. We very much appreciate being part of The Elite Advisor and thank you for including our offer for our Free One Page Business Plan Webinars March 16th & 22nd. Free One [...]

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Tagged: financial advisor blog, financial advisor business plan, financial advisor business planning, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, financial advisor trainer, Financial Advisor Training, investment advisor blog, investment advisor business plan, investment advisor business planning, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, investment advisor trainer, Investment Advisor Training, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly

The Best Advisors Seem To Have The Deepest Scars

February 23, 2011 by Simon · Leave a Comment

They say that wisdom enters through the wound and the core of the passion to serve is based on life experience both positive and negative and the best advisors seem to have the deepest scars. The life experience equipped them with the knowledge and the skills to pass onto other people to help them move [...]

Should You Be Satisfying Wants And Needs?

November 10, 2010 by Simon · Comments Off

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Tagged: financial advisor blog, Financial Advisor Coaching, Financial Advisor Training, financial planning, Investment Advisor Training

Testimonials from HUB Day Victoria – Victoria, BC – October 27, 2010

November 9, 2010 by Simon · Leave a Comment

[ Important Message to attendees of; Great West Life Insurance And Investment Strategies 2010 Congress – Montreal Hub Financial Days – Montreal, Toronto, London, Calgary, Victoria & Vancouver London Life Insurance And Investment Strategies 2010 Congress – Montreal Please click the Advisor.ca Logo on the right to vote for Advisor.ca’s Visionary Contest and click the [...]

Filed under: Testimonials, Uncategorized
Tagged: financial advisor blog, Financial Advisor Coaching, Financial Advisor Training, financial planning, Investment Advisor Training