Leading Advisor Financial Advisor Coaching

Speaking – Simon Reilly

Are you finding it difficult to find truly relevant and interesting professional speakers for your Association, Conference, Sales or Study Group Meetings?

Simon Reilly - Engaged Audience


“Simon Reilly’s Inspirational Tipping Point presentation to NAIFA Washington State’s September 2013 Financial Forum met and exceeded expectations on all fronts. I asked Simon to deliver brand new material that would engage our members and here are the comments that I received:“captivating, revealing, a unique path to the heart of creating performance, a breakthrough in talking about introductions with clients, I didn’t anticipate that I would change the way I think about myself, discovered structures to quantify analytics of one’s values system – thus being able to track overall efficiency in one’s practice,  Simon spoke like one of us – he knew the jargon and understands our challenges, revelations and insights that stirred me, a concise review of solid principles, it brought me back to the passion of our business, great presentation in motivating me for my 3-5 year plan and I’ve been in business for over 20 years.

I highly recommend Simon Reilly as an opening speaker for your next conference.”

John B. Nichols
President- Elect NAIFA Washington State

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I’m absolutely thrilled to have been chosen as a speaker at TedX Chilliwack


The Inspirational Tipping Point

I’m absolutely thrilled to have been chosen as a speaker at TedX Powell River, BC

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Simon’s dynamic presentations will add value to your next Association, Conference, Sales or Study Group Meeting.

  • The Inspirational Tipping Point – For Financial Advisors
  • The Inspirational Tipping Point – For Distributors, Managers & Recruiters
  • One Page Business Plan – You Don’t Need More Time….You Just Need To Decide!
  • 7 Actions to Take Now to Meet and Exceed Your Sales Goals
  • 13 Steps To Delegation, Hiring & Building A Championship Team
  • The Psychology Of The Client Interview – It is all about the Questions, the Questions we ask Ourselves and the Questions we ask our Client

Advisor Expectations


“Sometimes you meet people in life you just know you want to get to know better. Simon was one of those people for me. I knew I’d learn something from working with him but I wasn’t prepared for the depth. Simon‘s process really helps to get the big dominos out of the way so that I can get to work. I feel like I’ve grown every time I’ve talked to Simon. I don’t just feel better; I am better. Integrity Selling goes about an inch deep but working with Simon goes a lot deeper. Awareness is so much of the process of life. I’m certainly much more aware of where I’m at and I will continue to grow as a result of working with Simon.”

Steven J. Wright, CLU, ChFC
President NAIFA Northern California
Regional Managing Director
Principal Financial Group
Roseville, CA 

Advisor Referrals

“I thoroughly enjoyed Simon’s Clear Your Roadblocks presentation! The feedback I got from members has been extremely positive. The presentation was strong enough and well worth our time.”

Justine Zavitz, B.Comm(Hons), CFP, RHU
Zavitz Insurance Inc.
Advocis London, President ( 2010 )
London, ON

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