Coaching
![]() |
Are you successful, with 10 years of experience or more, yet consumed with the cumulative demands of clients, sales and personnel? Are you challenged by market-driven changes in profitability, niche marketing and service requirements?
… which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working and by a lack of enthusiasm for your business.
We offer the Plan · Practice · Profit ™ Coaching Program for financial and investment advisors that has been proven to clear the roadblocks that are holding most financial and investment advisors back.
We call it the Plan · Practice · Profit ™ Coaching Program because the program will help you to create a Plan that will create more Practice and Profit … a balanced business and personal life that is supported by Profit.
The benefits of the Plan · Practice · Profit ™ Coaching Program are more energy from working fewer hours, a balanced home life and a new revitalized vision, plan, and passion for your work and your personal life.
To determine your roadblocks, please complete the following Plan · Practice · Profit ™ Scorecard.
Would you like to know more?
Click to schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012.
Click here to read Coaching Testimonials
Here are the 8 Outcomes that we will work on in the Plan · Practice · Profit ™ Coaching Program;
- Create an exciting vision for the future, develop a business plan and achieve your 90 day goals.
- Implement excellent financial controls and a sales activity calculator.
- Recruit, lead and delegate to a championship team of advisors, marketing assistants and assistants.
- Improve business, time & information management and delegate more.
- Segment your clients, assist high-quality A clients and delegate your C and D clients.
- Increase sales by qualifying prospects with a needs analysis and client engagement process.
- Attract an abundance of new clients through a branded marketing and social media engine.
- Deliver amazing customer service that attracts a continuous flow of referrals.
There are Four Ways that you can participate in the Plan · Practice · Profit ™ Coaching Program;
1. Open Coaching
- Free membership ‐ potentially unlimited numbers
- Weekly E-Zine
- Daily blog
- Free downloads – (we have years of original content)
- Digital resources – free on‐line training, consultancy and coaching
- Professional introductions to the best professional service providers in financial services with no hidden agenda of commissions or fees
- Why wouldn’t you be a member?
2. Digital Coaching
- A constant relationship with a business coach to educate, guide and make you accountable
- Unlimited email access to Simon Reilly
- Unlimited telephone access to Simon Reilly (all calls booked through Laura Reilly (250) 248-6012 | Contact)
- A weekly email progress report (automated)
- Access to all intellectual property
- A monthly business building assignment
- A monthly telephone conference
3. One On One Live Coaching
- The opportunity to fix what isn’t working or take your practice to the next level
- One full day practice consultation
- Working with owners, senior managers and/or a team training session
- Plus 89 days Digital Coaching (as above)
4. One On One Telephone Coaching
- Tailor-made consultancy and coaching to achieve individual vision, mission, targets and goals
- Two – one hour coaching calls per month
- Plus all Digital Coaching (as above)

Through the Plan · Practice · Profit ™ Coaching Program;
- Creating a vision for the future, developing a business plan and 90 day goals
- Implementing excellent financial controls and making more money.
- Refining your marketing and sales skills.
- Attracting lots of qualified referrals.
- Assisting high-quality clients and delegating your C and D clients.
- Becoming a recognized expert and creating a unique brand focused on an affluent niche.
- Focusing on profitable and specialized products and services.
- Recruiting, leading and delegating to a championship support team.
- Creating harmony in all business relationships and delivering amazing customer service.
- Celebrating your success and achieving your true potential.
Would you like to know more?
Click to schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012.






Dates for 2012 TBA - stay tuned!



