Financial Advisor Coaching Testimonials
“When I first started coaching with Simon I thought it was going to be more about business, routine and scheduling. It’s very interesting because 100% of the coaching has been on unmet needs and me as a person, as a businessperson. There’s so much to deal with before you can even get to your business. I had no idea, and I cannot believe the growth. I’m all of a sudden stepping up my business and having fun again which brings fulfillment. I’m busier and more clients are coming in. I’m staying longer at the office because I want to and it’s creating more work. I’m being mindful of every single moment so that I come from integrity and do what I say I’m going to do. I’m being conscious of my health and everything in my office is in order.”
Group One Planning Solutions
“I greatly appreciate your thoughtful and insightful coaching of my personal situation as well as how you are able to bring it back to my work too. I have grown inside so much that it will show on the outside soon – and some already is. The work that I do between sessions with you is very deep, and requires me to be truly willing to do it. Thank you for acknowledging that work. As you know I don’t have anyone looking over my shoulder telling me to work better, work smarter, make work more fulfilling, and by asking you to help me do this I am realizing the potential that has been afraid to come out.”
Portfolio Strategies Corporation
“What I like best is your insightfulness, direct approach and the energy you bring. You have an intensity.
When you started talking about the Unmet Needs I realized there was something inside me that’s tripping me up. That’s what I need the one-on-one coaching for; it’s something I’m not going to get out of a group setting.”
Wayne Leach Associates Financial
“The Leading Advisor Coaching Program has helped me to get clarity on the things that I need to be doing to get to where I need to be going. The One Page Business Plan has helped me to articulate what we have been doing in my business and improve the clarity of my thinking to grow my business to the next level. I really enjoy the back and forth brainstorming conversations / role playing that I have with Simon. I think we feed off each other and as a result of that we’re able to get my best thoughts on paper. Then we brainstorm it together and edit it again so that we’ve got a flowing document that’s finished. This process has helped to document our “Financial Planning – It’s What We Do™” Service Offering Document for our clients.”
Monteith Financial Group
“I got a call from a director of sales to acknowledge the great summer and year that I am having so far. I’m definitely going to have my #1 best year ever in the business, and he wanted me to know that he had noticed. He asked me, ‘What are you doing?’ I told him, ‘I’m working with Simon Reilly of Leading Advisor who is a financial advisor business coach and speaker that spoke at our Advisor Summit back in June of 2010.’
“He asked about what kind of things that Simon does and how does it work with a typical phone call.
“I explained that I wouldn’t have gotten the opportunity to work with a large account if it wasn’t for him. He was there at the right time to help change my thinking on it and perspective.
“I highly recommend him. It’s stuff that can be done on a personal level that a company sometimes doesn’t do. Simon works with you on who you are, how you do things and how you can improve your processes and most companies don’t have the time to have people assigned to mentor someone at that level.
“That’s really what the difference is. This is more of an intimate approach where Simon is working with you as a person at a personal level. It’s not always the business per se on how you ask for a referral, but it is more, you working on how you see things and how do you change your perspective.
“Some people might say that it’s pricey and it is expensive, but it’s all about the value that you get out of it.
“Simon gives a 30-day money-back guarantee and I took him up on that. I saw the benefit that fast to where I wanted to pay to have him work me.
“If you really look at what differences can be made, how to do it, measure it, extrapolate and do this every month, you start to take a deeper look at how you are doing things and you get much better results.
“I’m really making some headway and if people are willing to put the work into it, it’s worth every penny of it and I think people would see that for themselves as there’s no risk to anybody trying to work with Simon.
“With a 30-day money-back guarantee how can you go wrong?
“Because of our work together, I’m one of the top advisors on a national level.”
“The One Page Business Plan helped organize my vision, objectives, and strategies, and lay out a roadmap of what needs to be done in order for me to take my business to the next level. The template format made the development of my business plan a very simple process.”
Michael A. Healey, B.A., CFP, RHU
ZLC Financial Group
“Simon comes to every hour with enthusiasm. I don’t know if the guy goes into some kind of a trance to prepare himself to be so upbeat but when the phone rings and it’s Simon, he’s on it. I understand this is a business and I understand that’s part of what he does is to enthusiastically embrace his clients but he’s a master. I put a lot of respect into guys that are at the top of their game. I think one of Simon’s best gifts is his ability to just connect immediately. Simon’s ether one good note taker or he’s got a spectacular memory, he’s got notes back to the first time we met. Simon is thorough he keeps us on point and he circles back if I get him off point. He’s good at his business and he’s good at keeping our business on track. The coaching is very fluid. When I started working with Simon, I didn’t know where the coaching was going to go and I’m very pleased with where it has gone. I said to myself, I don’t know what Simon’s going to come up with to make me want to keep continuing on these phone calls but it will be fun to see what it is. I’m seeing it. A business plan, I’m on that. Working with my staff, that’s perfect. I’m sure every time we meet there are plenty of areas that he can help me with.”
Texas Retirement Specialists
Fort Worth, TX
“The One Page Business Plan allowed me to improve my focus and get my objectives in print and at same time; ask why are these objectives important. When you stop to think about your objectives and strategies and put them in writing you get clear that it is either important or it is not. In the past, I haven’t written a formal plan like the One Page Business Plan. I have thought of things I want to do but I haven’t necessarily put together the official steps to do it and the One Page Business Plan caused me to create clear and concise action steps. So it’s not enough to just write your objectives and strategies down. If you don’t have the steps listed, you don’t know where you’re going. The steps really help me to get clear on who’s responsible and by when and I think that’s really going to help me to meet and exceed my goals for 2012 and beyond.”
Angela Houle, B.Acc., CFP, CLU, RHU
McAuley Financial Services/FundEX Investments
“Thomas accredits the success of his firm to his strong team of people. Working with his strategic coach Simon Reilly, Thomas has hired top rate specialists to meet the day-to-day client demands. Thomas encourages each department leader to run their own area as if it is their own business, taking ownership for their decisions. In leading the company, Thomas employs the advice of Jack Poole – “Hire people smarter than you, and give them more power and responsibility than they have ever had before, and let them shine.” – Published in Manulife’s edialouge – October 2011
Thomas O’Neill & Associates Inc.
“When I saw Simon first present the One Page Business Plan I immediately knew I could use his help. Every year I have to complete a business plan and I agonize over preparing the details. With his program, it is easy to get started. You can just click on the tabs and put a Business Plan together in a very short period of time. Then, I was lucky enough to have won his book as a door prize. I didn’t have to get very far into his book to realize there was some very powerful material in it that really resonated with me.
Besides having a business plan which is concise and easy to follow, I’m enjoying even more the personal development work we are doing in my coaching sessions. I have always attended motivational speakers, seminars, workshops and have worked with other business coaches but this is a different experience than everything else that I’ve done. Firstly, it is so personalized. Simon works with me – not just a group in a room. Secondly, business roadblocks are always about the psychological side and all the other stuff that gets in our way. His coaching is getting to the inner core, the WHY behind the perfectionism, the procrastination and at times the workaholism, trying to seek the approval of others. I don’t think there’s anybody else touching that.
Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.
I find his coaching very helpful and I appreciate having him in my life.”
“The biggest things I appreciated the most out of the coaching sessions was being more honest with myself and dealing with the emotions that were hindering my success. The coaching process made me commit to being successful and to not be afraid to be successful. Before I started working with Simon, I would have never thought I could pick up $1,000,000 or more in new money from one household. Simon is extremely organized and I wasn’t expecting to have as many resources that he provided me with in the coaching process.”
Villeneuve Financial Consulting
“I like being accountable to somebody. I know that our work has helped definitely to refocus me and I believe in the process and I’m in alignment with everything you say. I am very committed to leading a value-based life and having a business that’s based on my values. I know that I built a business that way before and I’ve gotten off track so it’s really bringing me back to center. It has been very worthwhile. Everybody could use your help.”
Qualicum Beach, BC
“Prior to working with Simon, I had lost my confidence and had low energy and self-esteem… I now have a lot more energy and I have a lot more confidence, my practice has improved as a result. What I like best about Simon Reilly’s coaching is that he challenges me, and has opened my mind to get me thinking differently about myself and my practice … It shed new light on things. My AHA! Moment… was realizing that this is a process and it takes time; it doesn’t happen overnight. A person has to want to make it to the next level, you have to accept where you are now and that you have to erase your preconceived ideas, and your old habits (re-train your brain). You have to listen to your coach and you have to do the assignments in order to have success. The assignments were really, really eye opening for me and the Excel spreadsheet tools are excellent!
Also, I never expected you to provide me with tools like the hiring process, or that you’d be able to help me with the challenge of hiring employees in my business… as the process of hiring someone, gives me a great deal of anxiety.
Simon’s coaching forced me to re-evaluate things that I would have never re-evaluated on my own without guidance. I now look at things more critically and try to look at things in more than just a one or two dimensional way.”
Stephen J. Hall
Independent Financial Security Advisor
“Simon kept pushing me forward when at times it felt like the same old things, but I had things that I had to work through. When I hired Simon I thought that it would be all about business and I’m thankful to Simon that he didn’t run when it got personal. Some coaches would have run away and not held me accountable to what I needed to deal with to get me to the place to be the best that I can be. Simon didn’t offer me an agenda of who he wanted me to be and his coaching program provided me with the tools to clear my limiting beliefs which were rooted deep down in my unmet need of worthiness to become the unique financial advisor that I have evolved into being.”
Guiding Light Financial
“The One Page Business Plan has helped me to clarify my goals and objectives by providing me with the structure to think about them and then write them down. The process also forces me to become accountable and get more excited about what 2011 and beyond will look like. This method has made me focus and led me to use the law of attraction which states…”write it down if you want it to happen!!”
Yvan Brazeau, CFP
“I’ve always known you have to be accountable to yourself. It’s nice to have plans but if you don’t have action, if you don’t lay it out, it’s not going to happen. It’s all about focus, focus, focus. The One Page Business Plan is excellent way to create focus and the system allows for benchmarks, dates and times for added accountability.
I know that in 12 months when I sit down and look at this stuff, if I measure it against the other things that I’m doing, revenue, expenses and all that other stuff, you can’t help but get closer to your targets if you just keep focusing.
The second thing that I found really helpful was the larger experience that you have where you quickly identified how to handle a press kit even though I kind of know that stuff, I’ve haven’t done it, you gave me some business ideas that I wouldn’t necessarily think about. The idea of branding myself as a Financial Interpreter™ is an excellent way for me to describe what I do.”
Tyler & Associates
“In November 2010, NAIFA-Iowa launched a new program to bring MDRT quality speakers to four locations in our state. Simon Reilly of Leading Advisor was one of our speakers. Simon was a joy to work with, and our attendees gave his presentation very high marks. In response to our survey, 95 percent reported taking at least one thing away from the event that they could put to work in their practice immediately and 97 percent felt the program was worth their time away from the office. I personally got so much from his talk that I’ve retained him as my business coach. We’ve been working together for just over four months now, and I’ve already seen a vast improvement in my management company’s productivity and our bottom line.”
Michele Grassley Clarke
Executive Director NAIFA-Iowa
Cedar Falls, IA
I am seeing a lot of results this year from my ‘experiences’ in 2009. The coaching I did last year is really paying off.
So far February 2010 is my best month in my career! In fact it is about 30% higher then my previous highest month. Staying focused on saying ‘thanks’ everyday has made a huge difference in my focus. After struggling through the challenges of 2009 and ending the year on a positive note, I realize your coaching tips about remaining focused and diligent pays off.
I set my goal of income this year to be 20% higher then last year and I know that I will be there given the great start. Also, as an aside, my focus this year was to increase my living benefits part of my practice. With all the work we did last year on seeing my passion for this area as an asset not a liability I have already secured about 6 applications to date. I am sure that was more then the entire 2009 year.
Thanks again for the inspiration you gave me throughout 2009 with the coaching. I have grown tremendously and I am more confident in how I run my practice and help my clients.
Here’s to hoping your 2010 is a success as well.”
Angela Houle, B.Acc., CFP, CLU, RHU
McAuley Financial Services/FundEX Investments
“Throughout the process I’ve felt that Simon understands me – he is able to interpret quickly, provide insight, and relevant tools. Simon helped me focus, set goals and become more accountable. I’m excited to have a written business plan and feel certain that I’m on track to meet my goals.
Thank you, so much!”
Wendy White, CFP
Sterling Mutuals Inc.
Thunder Bay, ON
“It’s fun, interesting, enlightening, uplifting and exciting. It feels good, it feels right…once more I feel like taking action! I did not expect to feel this way so quickly. I was sceptical. And even though we have quickly established a working relationship, I feel we will and are developing a mutual respect for each other which I think will lead to a long term business relationship and a friendship. Your ability to let people be themselves, without judgement, makes everything work.”
“I hired Leading Advisor to help me to refine my business plan and with Simon’s help, I realized that I had some issues that were interfering with my business plan. Another business coach may have worked with me through the business plan only to have the issues continue to interfere with the plan. Simon’s Removing Your Roadblocks Program allowed me to hit the nail right on the head helping me to understand and resolve the issues which were 99% of the work that was required making the work on the business plan about 1% of the work, meaning once the issues were understood, the business plan just fell right into place.”
CIBC Wood Gundy
“I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise. I have grown at an unbelievable rate in the past two years and know that it is because of your program to remove roadblocks and to build my practice based on my values. I feel refreshed and alive and wanting to excel in my practice to a degree that I cannot express into words. You have given me the courage to expand and to believe in myself when things were very difficult and I could very easily have thrown in the towel so to speak. I have valued my relationship with you and will be happy to speak with potential clients on your behalf.
I wish you both God’s blessings and that you have great growth and success in your business. I hope that you have the opportunity to share your expertise with many advisors, so that the industry is a better place because of your influence.”
Tracy Valgardsson Enns, CFP, FDS, EPC
Partners in Planning / Athabasca Financial
Moose Jaw, SK
“Out of all of the coaches that I have worked with, you are the only one that gets it and I received an incredible amount of value in a short period of time.”
Partner: Richardson Partners Financial
“I want to thank you for your insights, practical tools and strategies. Your values based approach has provided me with a number of tangible benefits and has given me a solid foundation to accelerate the growth and success of DBS. Your services exceeded my expectations.”
Paul Ghezzi, CA
Founder: DBS Private Client Group Inc.
You know you were right!
The first time we talked you explained that working with you would make me feel more clear, confident, more fulfilled – that everything is just happening easier. And…you were absolutely right – I do feel more clear, confident, and more fulfilled – that everything is getting easier.
I look forward to our next call – especially the part about “Let’s discuss inspiring your business.”
Wave Capital Investments
“As I’m writing this, I can see the majestic beauty of Horseshoe Falls through the window behind the laptop. What a beautiful place to do some good work. Jim and I came up to Niagara Falls to focus completely on our own strategic planning for the year. Our choice to come here was a good one. We have the quiet ambiance of the hotel and are grounded by the sound of water rushing over the lip of the falls as it has for thousands of years. We’re here another day, and if we need to, we’ll stay yet another. We saw the benefit of planning in Jim’s last quarter and are determined to improve and build on that success for an outstanding year.
Hope all is well in beautiful B.C. Give my best to Simon. Jim is looking forward to their Tuesday call.”
Jim & Barb Holland
The Holland Benefits Company
“I should be thanking you Simon for all your help over the last few months.
There are very few people that I know in this world that can share what we talk about, that want to talk about this kind of stuff, and take it even further by sharing the knowledge to grow through and beyond these issues.
To me, what you have is a very rare and special gift.
Thank you again and enjoy your Thanksgiving.”
Morris Financial Services Ltd.
“Leading Advisor’s hiring system is very professional and it provided me with everything that I expected and allowed me to eliminate a lot of the detail work saving me a lot of time and energy. So many of the candidates fit the mold and the assessments and the assessment debriefings allowed me to ensure the candidate that I chose was compatible with the job description and most importantly with me . I am extremely happy with my hiring decision.”
Canaccord Capital Corporation
Campbell River, BC
“As so often is the case when you are on a journey of self-remembering, a teacher appears before the seeker. In this particular case, my teacher appeared in the form of Simon Reilly, a person located on the other side of the world.
Whilst I was extremely circumspect about engaging someone I had never met, the subsequent two months proved to be enlightening beyond my wildest expectations. The material, process & guidance provided by Simon facilitated a period of intense self-examination & transition.
The process, whilst challenging & emotional, provided me with tools to step through to the other side of my fears & achieve great strides in remembering my authentic self.
For this I will be eternally thankful.”
Director; Pateley Pty Ltd,
“I started worked with Simon over 9 years ago with a mandate to double my income and provide me with more time for myself and my family, and to enable me to work on my business versus always having to work in it. I met and exceeded the mandate within the first year and have forged ahead to build a Financial Services Practice with a strong team of specialists that provide Critical Illness, Group Insurance, Life Insurance and Money Management.”
Nelson Deslippe – CFP, CLU, C.H.F.C
Integral Financial Services Inc.
“Simon’s years of experience in professional and business development really comes across, his professional speaking style is very inspirational and one really comes away with ideas and tools that they can implement into their business right away.”
Frank C. Allen – CFP, CLU, C.H.F.C
The Frank Allen Financial Group Inc.
Past President Greater Nanaimo Chamber of Commerce
Past President of The Rotary of North Nanaimo
“From the moment Simon was introduced to our conference I simply knew that he was the one who would coach me to awaken the energy within myself to advance my practice and my life to where I have always felt it should be. Simon and Laura ignite an enthusiasm within me to fulfill this desire to propel my energies forward to conceive, believe and achieve my goals.
The Leading Advisor approach is simply fun to work through. While coaching is not meant to be a quick fix, several ideas put forward in sessions have delivered results beyond my expectations within 24 hours of first hearing them. I have begun to identify the roadblocks to my success and am enjoying the experience of removing them!
I’m really enjoying this work it is very challenging and I am feeling I get far more out of it than I put into it.”
Philip Hauser, CFPP
Sterling Mutual Funds Inc.
“We as advisors are exposed to many different continuing education programs, each with a multitude of speakers. At the end of the day, the topics tend to get repetitive and begin to be a waste of time. That is easily evidenced by the number of attendees reading newspapers or doing crossword puzzles during the sessions. Then along comes Simon Reilly. His approach was a refreshing change and to say the least, a bit of an eye opener. Most attendees left the presentation motivated and raring to go. We all know that that type of motivation lasts a few days at best, and we soon resort to our old habits.
However, I was fortunate enough to have the opportunity to work with Simon one on one. Simon took the time to understand both my strengths and weaknesses. But rather than just trying to fix the problems, Simon delved into why they were there in the first place. This process allowed Simon to help me create the strategies, and more importantly, provided me with a toolkit that I am using on an ongoing basis to meet and exceed my goals. It is the use of this toolkit that has helped me to build the confidence to work with, and attract more complex clients and opportunities.”
Bill Montemurro, MBA, CFP
Sherwood Park, AB
“Simon Reilly’s speaking presentation, ‘Get You Quarter In Gear’, was excellent. Being a strong, decisive and successful individual, I was looking for a business coach with the qualities and the strength to be able to challenge me to go to the next level in both my business and personal lives. I have been working with Simon for just a few short weeks, and I have gained new insights and systems that will most certainly enhance my leadership, communications, and sales.”
Rohini Kapoor, CSA
Desjardins Financial Services
“I would like to thank you for the help you have already provided. Following our first coaching call last week you sent me the Lesson on Unmet Needs. Part A was so powerful that when I came to the realization of one hidden need I got tears in my eyes as I wrote it down. That one realization is worth the price of the whole program. I look forward to the next steps.”
Grant McPhail, CFP, CLU, CH.F.C.
“I just want to wish you and Laura all the best in 2006.
You have helped me considerably in 2005 and I do believe that I owe somewhat of a large part of my success due to our conversations in 2005.
I just wanted to call and thank you for continuing to inspire me and may we both inspire each other in 2006.
I will help you all that I can in terms of whatever link I can be to the Financial Services Business whether it is Freedom 55 – London Life or whoever I have contacts with as I believe that you have hit a really good nerve as to how people tick.
All the best to you. May you bring in 2006 the way that you deem the best for you and Laura.
Thank you very much and we will talk in early January.
Just a call to say thanks and have a great New Year.
Duncan C. Robinson
Freedom 55 Financial
“You can’t enthuse a Financial Advisor to be a top producer. They have to work from the inside out. Some clients are reluctant to do that. The Leading Advisor Coaching Program causes Financial Advisors to take the time to dig down deep to drive their whole business forward.”
Financial Design Group
“I’m so blessed to have you in my life! It’s so great to have such an insightful and intelligent, gifted coach to help drive me and my business in the right direction. It’s always a pleasure having a phone meeting with you. Please find attached business plan, marketing plan and marketing letters for review.
Glennis Deslippe, BSN, RHU, GBA
Integral Financial Services Inc.
“I recently participated in Simon Reilly’s advisor style assessment. The resulting Values & Behaviors Assessments not only compared me to a national mean after responding to series of questions, but highlighted individual strengths as well as areas for improvement to maintain meaningful long-term relationships with my clients. Simon’s personable manner and pinpoint focus on potential problem areas made the individualized telephone follow up very worthwhile. Well worth the time invested.”
Financial Planner: Armstrong & Quaile Assoc. Inc.
I am passing your e-mail along to those who I think may be ready for your message and who may want to sign up. I’d like to suggest that you don’t limit your message to Investment Advisors, there’s a whole world out there who needs to hear it. Thanks for the steps you are taking in making a difference!Have a wonderful Holiday Season.”
Jane Donald CIM
Investment Advisor: RBC Dominion Securities
Red Deer, AB
“Simon is clearly one of our most passionate and inspiring speakers. We are pleased to be able to provide our audiences with Simon’s unique and scientific approach that shows financial advisors how to lay the foundation for a practice based on advising vs. selling, wealth management and referrals. By the end of 2006, Simon will have completed over 25 speaking presentations for Pro-Seminars right across Canada to hundreds and hundreds of financial advisors to nothing short of rave reviews.”
“Out of all the presenters, you were the one with the strongest presence and the best voice projection. You did an excellent job of projecting your enthusiasm so that the crowd was able to share your enthusiasm.”
Rogers Associates Financial Partners Inc.
“You are producing a professional development workshop with your e-newsletter; it is not just an e-newsletter. Your newsletter is something to take very seriously. I think that every successful executive must be interested and engaged in professional development on an ongoing basis. Most e-newsletters are anecdotal – your e-newsletter is a curriculum. You are giving too much away and you may not be appreciated for your efforts. As a business person I have to ask you Simon, what’s the bottom line or what’s in it for you? Keep up the good work Simon!”
Thomas O’Neill & Associates Inc.
“As a lawyer, I protect business owners when they are transferring their business to the next generation. Business succession planning also has an emotional side which business owners often overlook. I find Simon’s strategies to help business owners choose successors to be a valuable component of the business succession process.”
Clark, Wilson, Barristers and Solicitors
“One of the biggest things that I’ve found is I believe you treat everyone as an individual which is – anything you’ve ever shared with me, by sending me the mission vision, you are really hitting it – when you say hitting the nail on the head – you are doing that with me in every conversation we have and it gets through to me and I listen and I respect you and any of the assignments I’m doing, I’m doing because I know they are heading me in the right direction. The thing is when I met you I knew – the comfort was there.
When you make a commitment to do something like this it’s almost like it changes your world almost immediately for just making that commitment. That’s what I felt right from day 1 – after that second call that we had. The second call it came at the right time and to make that commitment. It’s cleared my mind – I really honestly have not felt this relaxed in probably 3 or 4 years.”
Mathias Dimter, B.A. Econ., CSA, CFP
Freedom 55 Financial
“I think you’ve got an insight into the dynamics of what goes on in a sales persons mind or a business person’s mind because you probably have been there to some degree before. A lot of experiences dealing with people in the industry and therefore you have an understanding of virtually everything that they go through. I think also you’ve got an insight into the psychology of sales, or people, or motivation or whatever you may call it that I haven’t run into before and that’s been somewhat revealing in certain ways that I think is going to be very beneficial.”
“I think your open-endedness and the way you present yourself; you’re very malleable, you’re very easy to talk with because you have a tendency to get into the mindset of the person you’re discussing the topic with and I think that was something that I wasn’t really prepared for. When I’ve done seminars or things in the past it’s been a lot of listening and a little bit of talking. With you it’s been a lot more dialogue and been more to the point of the individual need, especially the clearing of the needs and that sort of issue.”
Freedom 55 Financial
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