Professional Financial Advisor Speaker - Simon Reilly

A recent survey revealed the following financial advisor statistics:

  • 33% have no Vision or Business Plan
  • 23% over 63 years of have no Succession Plan
  • 33% earn $50k - $100K per year
  • 12% are Very Satisfied
  • 49% Not Very Satisfied
  • 40% are NOT Satisfied

Let Simon Reilly help you and your team…

Clear Your Roadblocks to Your Success

Expert Business Coach, Values & Behaviors Analyst and Professional Speaker

Simon’s Dynamic Presentation, “Clear Your Roadblocks” will add value to your next Association, Conference, Sales or Study Group Meeting.

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In a world where we believe that, “money buys you happiness”, therefore working in the financial services industry would equally make you happy, one has to ask “WHY” these survey results are happening.

This presentation will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks to YOUR Income, Vision & Business Planning, Time Management, Delegation, Referrals, High Net Worth Clients, Product Specialization, Niche Marketing, Client Segmentation and More.

Simon’s experience has been developed through years of work with the following industry leaders:

  • Frank Allen – The Frank Allen Financial Group Inc.
  • Nelson Deslippe – Integral Financial Services Inc.
  • Diane Dupuis – Dupuis Langen Financial Management
  • Philip (Phil) Hauser – Sterling Mutual Funds Inc.
  • Edna Keep – Assante Financial
  • Paul Lauzon – Lauzon Financial Advisors Inc.
  • Andy Leitch – Canaccord Capital
  • Grant McPhail – Rice Financial Group
  • Duncan Robinson – Freedom 55 Financial
  • Rod Tyler – Tyler & Associates
  • Tracy Valgardsson Enns – Partners in Planning

His speaking is well received at Advocis Education Days, Private Company Events, Pro-Seminars and The Independent Financial Brokers Association.

Simon has been featured on the BCTV News on Global, has been published in The Advocis FORUM Magazine, and noted in Canadian Business, Profit Magazine, The Globe & Mail, The Vancouver Sun and The Province.

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Financial Advisor Coaching
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