Leading Advisor Financial Advisor Coaching

Coaching

Financial Advisor 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;

  1. Create an exciting vision for the future, develop a business plan and achieve your 90 day goals.
  2. Implement excellent financial controls and a sales activity calculator.
  3. Recruit, lead and delegate to a championship team of advisors, marketing assistants and assistants.
  4. Improve business, time & information management and delegate more.
  5. Segment your clients, assist high-quality A clients and delegate your C and D clients.
  6. Increase sales by qualifying prospects with a needs analysis and client engagement process.
  7. Attract an abundance of new clients through a branded marketing and social media engine.
  8. 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;

Open Coaching 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?

Open Coaching 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

Live Coaching 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)

Telephone Coaching 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)

HiringSpeaking Through the Plan · Practice · Profit ™ Coaching Program;

  1. Creating a vision for the future, developing a business plan and 90 day goals
  2. Implementing excellent financial controls and making more money.
  3. Refining your marketing and sales skills.
  4. Attracting lots of qualified referrals.
  5. Assisting high-quality clients and delegating your C and D clients.
  6. Becoming a recognized expert and creating a unique brand focused on an affluent niche.
  7. Focusing on profitable and specialized products and services.
  8. Recruiting, leading and delegating to a championship support team.
  9. Creating harmony in all business relationships and delivering amazing customer service.
  10. 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.

 

Financial Advisor Coaching | Financial Advisor Speaking | Financial Advisor Training | Blog | Newsletter | About Us | Contact | Sitemap