Financial & Investment Advisor Coaching

Financial Advisor Coaching

Are you successful, 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 · Play · 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 · Play · Profit ™ Coaching Program because the program will help you to create a Plan that will create more Play and Profit … a balanced business and personal life that is supported by Profit.

The benefits of the Plan · Play · 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 · Play · Profit ™ Scorecard.

Would you like to know more?

Click to schedule a complimentary telephone coaching session with Simon Reilly  or call 250 248-6012.

Here are the 10 Steps that we will work on in the Plan · Play · 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 you to work with your 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.

There are Four Ways that you can participate in the Plan · Play · 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
  • An on‐line forum and links to other forums
  • 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 Tiffany Mayrhofer)
  • A weekly email progress report (automated)
  • Access to all intellectual property
  • A private on-line forum • 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)

Hiring 5. Advisor and Assistant Hiring

  • Assistants, marketing assistants, junior advisors, successors
  • Hiring system includes creation of job descriptions, ads, interviews and assessments

Live Workshops 6. Live Workshops

  • Clear Your Roadblocks
  • Business Planning
  • Team Building

Speaking 7. Speaking

  • Breakthrough! – How to Breakthrough “The Plateauing Out Syndrome”!
  • Clear Your Roadblocks • Clear Your Roadblocks To Practice Management
  • Magnify Your Practice Management With Attention Management
  • Clear  Your Roadblocks To The Client Engagement Process
  • The Six Degrees of Life Insurance Connection
  • The Compassionate Advisor™
  • How to Thrive in a Recession
  • 7 Actions to Take Now to Meet and Exceed Your Goals

Speaking Through the Plan · Play · 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.


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