Speaking Topics
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
Approved for CE Credits by California, Colorado, Florida, Georgia, Ohio, Minnesota, Montana, New York, Nevada and Texas under the sponsorship of The National Underwriter Company for the Senior Market Advisor Expo, August 25th, 2011 in Las Vegas, NV.
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
One Page Business Plan – You Don’t Need More Time….You Just Need To Decide!
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
What is your greatest asset? It is not money, time or energy … it is your consciousness!
Whether on paper or in their head, business people that don’t have a business plan keep going over the same to-do list or “stuff” over and over again and that sucks up their valuable consciousness reminding themselves of what they have to do without making a decision about what action to do next leaving them in overwhelm.
- Do you have too many scattered ideas?
- Do you need to focus on a few?
- Do you need to jumpstart your business right now?
- Do you have no time or interest in writing a 50 page business plan?
- Do you need to determine if you’re focusing on the right things?
- Do you need an effective blueprint to keep yourself and team focused?
Join Simon Reilly in this value packed presentation to learn how the One Page Business Plan can help you to write a clear, concise, and understandable business plan using key words and short phrases in the fastest, easiest and simplest way possible.
“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
Vancouver, BC
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”.
Clear Your Roadblocks
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
Clear Your Roadblocks To Success
Financial Advisor Surveys reveal the following statistics;
• 80% of Financial Advisors have no detailed written Vision or Business Plan
• 88% of Financial Advisors are not asking for Referrals
• 25% of Financial Advisors over 63 years of have no Succession Plan
• 49% of Financial Advisors are not very satisfied
• 40% of Financial Advisors are unsatisfied
In a world where there is a notion that “money buys you happiness”, therefore working in the financial advisor profession would equally make you happy and inspire you to take action to meet and exceed your goals, one has to ask “WHY” these survey results are happening.
Simon Reilly’s Clear Your Roadblocks To Success will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks To Success to enable you to;
• Build a Vision for the Future
• Write a Business Plan, Strategies and Systems
• Improve your Financial Controls
• Build and Lead a Championship Team
• Develop Marketing and Sales Skills
• Brand Yourself and Define a Niche Market
• Focus on Client & Product Specialization
• Create “Wow” Customer Service
• Maintain Balance between Work, Rest & Play
Are you successful, yet consumed with the cumulative demands of clients, marketing, sales and personnel? Are you challenged by business planning, delegation, time management, client segmentation, attracting higher net worth clients, asking for referrals and succession planning?
… which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working.
Every financial advisor knows that they “should” invest in strategies that include business planning, delegation, time management and asking for referrals but they are sabotaged by roadblocks that prevent these strategies from being a “must”.
Join Simon Reilly in his thought provoking Clear Your Roadblocks To Success presentation to understand the roadblocks that even the most seasoned financial advisors are facing and Clear Your Roadblocks To Success and breakthrough your roadblocks to take action to meet and exceed your goals.
“I was very pleased with Simon’s presentation. He has fantastic energy and his material is very well packaged. His material is a mix of old and new, and certainly has the most complete and informative material, and he is the best presenter that I have seen deliver to our MGA in the last 24 months. He delivered value and excited the crowd. Simon delivered exactly what I expected, and I was pleased to see the number of people who responded by purchasing his book, that shows me that having Simon speak was a huge success.”
Michael Williams
BFG Financial Inc., President (2010)
Toronto, ON
Clear Your Roadblocks To Practice Management
Now that you understand your roadblocks and how to clear them, join Simon for a review of tried and true and for some new ideas to implement vision, business plan, goals as well as financial controls, time management, team, delegation, back office systems, marketing plan, knowing your client, client segmentation, customer service and asking for referrals.
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”.
Clear Your Roadblocks To The Client Engagement Process
CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines
In this ever changing world that advisors and clients are facing alike, what do advisors need to do to serve with integrity and thrive while being a Master Practitioner that puts the client’s needs first?
Simon will offer the wisdom that process driven Master Practitioners are using to question, gather information, understand and engage their clients’ financial planning needs at a values based level to offer customized solutions to meet and exceed their clients’ concerns, expectations and objectives.
“I received wonderful feedback about your Clear Your Roadblocks presentation from our financial advisors. It was more impactful than I expected and it struck a cord with both newer advisors and senior advisors alike. I believe that our boundaries are limited by our values which get formed in our early years and these can hold us back. You reminded each and every advisor about why they are a financial advisor and showed them practical ways to reignite their passion and build their business.”
Percival Chang – Sun Life Financial
Financial Centre Manager (2010)
Kelowna, BC
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.
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.
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