Financial Advisor Speaking Topics
- Breakthrough! – How to Breakthrough “The Plateauing Out Syndrome”!
- Magnify Your Practice Management With Attention Management
- The Six Degrees of Life Insurance Connection
- The Compassionate Advisor™
- How to Thrive in a Recession
- Clear Your Roadblocks
- 7 Actions to Take Now to Meet and Exceed Your Goals
Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
- Have you managed to maintain the same levels of production through recent events?
- Are you struggling to figure out how to “grow” your business in real terms?
“The Plateauing Out Syndrome” was coined by the members of The Million Dollar Round Table. With the advent of “The New Normal” contributing to clients taking longer and longer to make decisions, Breaking Through “The Plateau” seems more daunting than ever.
For some, the pace of business isn’t what it used to be contributing to thoughts like, “is this all there is?”, and “what am I doing this for?”, and “what is the use?”
“When there is understanding, there is no judgment. When there is judgment, there can be no understanding or inspiration”.
Join Simon Reilly to understand How To Breakthrough “The Plateauing Out Syndrome”.
Magnify Your Practice Management With Attention Management
- There’s nothing new out there – except the internet
- All the old ideas about time management and personal effectiveness
- All the old ideas about business development
- All the old ideas about marketing and selling
Are Still Great Ideas!!
But how do you adapt them to the 21st Century, real-time news and information, instant global communication, and the rise of “FREE”?
In this session, Simon will help you to re-learn the good old basics like Time Management that was fathered by Alec MacKenzie’s “The Time Trap”, 30 years ago before technology was invented. Since then, the landscape of Time Management has changed with the advent of the Blackberry, iPhone, Mac and PC. Join Simon Reilly to learn How To Use Old Ideas In “The New Normal” and Breakthrough “The Time Trap”.
The Six Degrees of Life Insurance Connection
The Six Degrees of Life Insurance Connection – to a world of unlimited life insurance sales.
With the heyday of the last bull market, when money flowed like milk and honey, it is safe to say that consumers were caught up in a buying frenzy purchasing everything that they could get their hands on.
Why not? They thought money was growing on trees.
At the same time, it was easy for financial advisors to ride the money wave and some even forgot how to sell life insurance.
These two circumstances contribute to the fact that most clients are underinsured.
Join Simon Reilly to learn how to eliminate the roadblocks that are separating you from hundreds of thousands of dollars of life insurance sales.
Simon’s presentation will cover the following six steps;
- Eliminate your fear about life insurance sales
- Reignite your passion about the value of life insurance
- Create The Six Degrees Parable to set the stage to …
- Easily enter into the life insurance conversation with your financial planning clients
- Receive your clients permission to start the life insurance application
- Ask for and receive referrals
The Compassionate Advisor™
This is the best time in history to be a financial advisor and here is why:
- 80 is the fastest growing demographic
- Trillions in assets will still be transferred in the next twenty years
- Opportunity is in the planning, transfers, taxes, and fees
- Many financial advisors are emotionally retired and will leave the business
- Global government investment is going to re-ignite the economy
These are all very challenging statements.
The solution goes way beyond the worn out personal development hype that “you don’t have a problem, you just have a challenge”.
The financial advisor’s clients have their businesses, careers, investments and savings, and given that financial advisors are compassionate, they experience their client’s anxiety, fear, stress and sometimes anger around all of these subjects – especially in this economy.
Depending on the number of clients that a financial advisor has, 200, 400, 600, 800, 1000+, the financial advisor is experiencing client anxiety, fear, stress and sometimes anger 200, 400, 600, 800 and 1000+ times over.
Join Simon as he will explain how to be, The Compassionate Advisor™, to both your client and yourself so that you can regain the inspiration and passion for your business.
How to Thrive in a Recession
Whatever you want to call it, a slowdown, a debacle, a sluggish market – we are in it. What the heck, let’s call it a recession. There, I’ve said it, recession, recession, recession. Now I am over it. So what is next?
Albert Einstein said, “We can’t solve problems by using the same kind of thinking we used when we created them.” The thinking that creates the solution must be equal to the thinking that created the problem, it must be a different kind of thinking, but it must be the same intensity.
In times of change, the best become better and the worst disappear. In these changing economic times, are you coming from a place of Fear or Strength? While everyone else may be coming from a place of Fear, join me to learn how to strengthen your business and yourself and how to thrive in a recession.
Clear Your Roadblocks
A recent survey suggests that 49.1% of Financial Advisors are not very satisfied and 40% of Financial Advisors are unsatisfied. If we are supposedly living in a world where “money buys you happiness,” and therefore working in the financial industry should make you really happy, one has to ask, “WHY are we so unsatisfied?”
This presentation will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks to YOUR Income. As well, you’ll learn crucial information about Vision and Business Planning, Time Management, Delegation, Referrals, High Net Worth Clients, Product Specialization, Niche Marketing, Client Segmentation and More.
7 Actions to Take Now to Meet and Exceed Your Goals
One of the biggest reasons that people fail to realize success is that they fail to plan for it. They limp along year after year hoping that luck and hard work will get them through. Just like a car in perfect alignment, financial advisors perform better when you are in balance with a vision, goals and systems supported by values, positive behaviors, feelings and beliefs. Learn the 7 Actions you can take to get faster and farther than you ever thought possible, and with less energy than you ever thought it would take.
|
-
Financial Advisor Speaking Menu
