Leading Advisor Financial Advisor Coaching

Speaking Topics

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

CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines


NAIFA Membership Workshop

NAIFA Membership Workshop
5+ years as a NAIFA member attending NAIFA Local & State Board meetings & speaking at 40+ NAIFA Conferences along with coaching NAIFA Leaders combined with 25+ years of coaching and sales training experience has given me a unique and outside perspective to successfully deliver 2016 NAIFA Member Workshops for NAIFA Ohio, New Mexico and Iowa.

Here is what the NAIFA Membership Workshop includes;

  • Inspire both your association and business increasing membership, recruitment and sales – this NAIFA Membership Workshop is transparent to both the association and your business
  • Lead prospective members into NAIFA enrollment with a thought leading membership script
  • Help prospective NAIFA member’s get associated to their WHY, helping them to easily see the value in becoming a NAIFA member
  • Walk away with a Values Based Goal Setting System that will reignite your values, positive feelings and beliefs about the business
  • Create Membership Vision, Mission, Objectives, Strategies and Action Plans
  • Discover, Connect to your Values, Feelings and Beliefs at the core of WHY are you a member of NAIFA – the core of your membership plan
  • Understand the difference between ‘How can we make membership care more?’ and ‘How can we care more about membership?’
  • Refocus leadership and commitment to make a difference to all that you serve
  • Understand that when leaders become more passionate, members and clients become more passionate
  • Remember that 90% of successful NAIFA membership enrollment is about the prospective NAIFA member’s WHY
  • Understand that NAIFA members and prospective NAIFA members want to know what is in it for them
  • Learn when to tell your NAIFA story as prospective NAIFA members are more interested in what is in being a NAIFA member for them

The above will assist you with the following;

  • Inspire leadership, members and prospective members to come to NAIFA meetings
  • What you will learn will be transparent to helping you create more client meetings
  • Breakthrough the barriers and increase membership, LiLi participation and IFAPAC contributions
  • Create a strategy to increase the pilot members value proposition
  • Convert the pilot members to long-term paying members leading to increased board member participation
  • Deal with objections about participation including ‘I just don’t have the money’.
  • Engage in initiatives like having a agency meetings, adding value and increasing membership
  • Make membership more aware of NAIFA benefits at a local and state level including advocacy, education, LiLi, networking/fellowship
  • Increase your relevancy with potential members and prospective members
  • Stay active in NAIFA

The NAIFA Membership Workshop is filled with fun, shout outs, success formulas, roll playing a membership enrolment script and a membership enrollment plan that will ignite your membership goals.

The NAIFA Membership Workshop can be delivered in 2 ½ hour and 4 hour formats. The Workshop includes an advance telephone SWOT analysis with Simon Reilly and your NAIFA Board.

My speaking calendar for 2016/2017 is limited. Please contact Laura at 1 877 248 6012 or email moc.r1511279355osivd1511279355agnid1511279355ael@y1511279355llier1511279355l1511279355 to schedule a Conference / Webinar Call with your State or Local Board so that I may introduce the highlights of NAIFA Membership Workshop.

Please note that my vision is to deliver the NAIFA Membership Workshop for your NAIFA Board the day before delivering The Inspirational Tipping Point / The Page Business Plan speaking presentation(s) for your Kick Off, MDRT Day, Sales Congress or Local/State Conference.

Thank you for the opportunity to be of service.

Simon Reilly

PS – Here’s the feedback from Greg Johnson and Steve Dewer, NAIFA Iowa Board Members;

“I liked the one-on-one engagement question session, hearing about how to get rid of my ‘backseat driver’ and the flexibility of Simon’s workshops. I learned tools to help me strategize a membership plan.”

Greg Johnson
Johnson Insurance

“Simon’s fact finder is transferable to NAIFA enrollment and client discovery. It’s a great way to discover what is important to others! I gained a deeper awareness of my values, beliefs and feelings.”

Steve Dewer
Financial Decisions Group

 

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Make A Bigger Difference In 2016 – NAIFA Ohio Leadership Conference February 24, 2016

Join fellow NAIFA Ohio Executive along with Simon Reilly at the NAIFA Ohio Leadership Conference February 24, 2016 and learn how to make a bigger difference to the membership of NAIFA Ohio and the clients that you serve in your business in 2016.

  • Ignite the passion to fulfill the strategic plan and understand how to do that in both NAIFA and your business

We are in the money and insurance business and we are not necessarily in it for the money. We are in it to make a values based difference that is transparent to the membership of NAIFA Ohio as servant leaders and to the clients that we serve.

Through the fellowship of NAIFA we are committed to helping to realize the vision, passion, leadership and commitment that will transpire through NAIFA members and to clients alike creating a plan to grow assets, protect assets, save tax and leave a lifelong legacy.

What gets in the way of the vision, passion, leadership and commitment? It is the absence of understanding that 90% of success is about Why we do or don’t do what we need to do in order to create sustainable success.  10% of success is about How and What to do.

If we do not get the Why right, the How and the What will be unsustainable.

Join fellow NAIFA Ohio Executive along with Simon Reilly at the NAIFA Ohio Leadership Conference February 24, 2016 and learn and understand the following to improve NAIFA Ohio and your business.

Subjective Outcomes;  90% of success is about Why we do or don’t do what we need to do in order to create sustainable success.  These items are more subjective, right brain items and they are listed below.

  • Ignite the passion to fulfill the strategic plan and understand how to do that.
  • Clarify values, vision, mission, purpose – these are the foundation of the Strategic Plan.
  • Refocus on leadership and commitment to make a difference to all that you serve.
  • Understand that when leaders become more passionate then members and clients alike become more passionate.
  • Go from ‘indifferent’ to ‘make a difference’.
  • Understand the difference between ‘How can we make membership care more?’ to ‘How can we care more about membership?’
  • Learn to live life and do the best you can.

 

Objective Outcomes;   10% of success is about how and what to do and these items are more objective, left brain items and they are listed below.

  • Implement the Strategic Plan, lay out what we’re going to do.
  • Inspire leadership, members and prospective members to come to NAIFA meetings – what you will learn will be transparent to helping you create more client meetings
  • Breakthrough the barriers and increase membership, LiLi participation and PAC contributions.
  • Communicate to membership and new members alike; ‘What’s in it for them?’
  • Create a strategy to increase the free members value proposition and convert the free members to long-term paying members which will eventually increase board member participation
  • Deal with objections about participation that include; ‘I just don’t have the time’.
  • Engage in initiatives like going out and having an agency meeting, adding value and increasing membership – what’s happening now is people say they are going to do something and no one schedules it or follows up.
  • Make membership more aware of NAIFA benefits at a local and state level that include advocacy, education, LiLi, networking/fellowship.
  • Become more relevant with potential members and prospective members
  • Stay active in the association with all the constraints going on in relation to the economy and the markets.

simon-reilly-full

Simon Reilly is an international values & behavioural analyst, business coach, speaker, and author with 30 years of experience in the personal development industry. He is a 2 x MDRT, NAIFA National and 2 x TEDx Talks speaker. He combines extensive research and study in the areas of values & behaviours analysis, inspiration & motivation, leadership, change management, vision & business planning.

Simon founded Leading Advisor Inc. in 1997 serving the financial services profession. Simon presents his one-on-one coaching, speaking and workshops to help financial advisors and their teams reach and exceed their goals in any economic climate.

To read more about Simon visit: http://www.leadingadvisor.com/about-leading-advisor/simon-reilly/

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The Inspirational Tipping Point

Simon Reilly Speaking Topics - The Inspirational Tipping Point

Would it be worth investing 60 – 90 minutes of your time to understand how to create more sales, focused action and a bigger vision & plan and save you decades of struggle?

You already know countless techniques & solutions yet there are times when you are stuck, inconsistent and you don’t understand WHY.

Most techniques & solutions are about HOW & WHAT to do and relate to 10% of your success. Sustainable success is 90% about WHY you are doing what you are doing.

In this Inspirational Tipping Point Presentation with Simon Reilly, you will learn the following and receive FREE follow up assignments to;

  • Integrate 3 keys to understand, implement and magnify your WHY and create more sales, focused action and a bigger vision & plan for 2015 and beyond
  • Answer 5 questions to design and jumpstart your 2015 business plan
  • Learn a 7 step process to get out overwhelm and plan your time
  • Discover 5 keys to delegating more and build a stronger team
  • Implement 9 Steps to fill your marketing funnel with qualified prospects
  • Follow 5 sales steps to help your prospects decide to become clients in less than 1 hour
  • Create a sustainable system for long lasting success
  • Know More … to Sell More!

Remember, failure is doing the same thing over and over again expecting different results without understanding WHY.

Join Simon Reilly of Leading Advisor, a NAIFA National & State Conference, a 2x MDRT & TEDx Talk Speaker and expert Financial Advisor Coach to understand how to create more sales, focused action and a bigger vision & plan in hours versus decades of struggle through The Inspirational Tipping Point.

When there is no understanding, there is judgment. When there is judgment, there can be no understanding or inspiration.

– Simon Reilly

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Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!

Simon Reilly Speaking Topics - 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”.

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Clear Your Roadblocks

CE Accredited under the 2010 Advocis / CLU Institute CE Accreditation Guidelines

Simon Reilly Speaking Topics - Clea Your Roadblocks

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

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One Page Business Plan – You Don’t Need More Time….You Just Need To Decide!

Simon Reilly Speaking Topics - One Page Business Plan

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

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7 Actions to Take Now to Meet and Exceed Your Goals

Simon Reilly Speaking Topics - 7 Actions to Take Now to Meet and Exceed Your Goals

You know you want to grow your business and earn more money but don’t know where to start. Planning is a critical part of business growth. 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.

 

 

Learn 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.

  • Construct a powerful, inspiring and compelling vision for the future
  • Create space for your vision
  • Find out what inspires you
  • Learn why you’re dragging your heels
  • Discover your values
  • Hire the right team
  • Learn how to define your 90-day goals
  • Create a work/life balance
  • Find out how and why it’s important to measure your achievements
  • Learn how to manage your time
  • Adopt a new attitude – you’ll be glad you did
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13 Steps To Delegation, Hiring & Building A Championship Team

Simon Reilly Speaking Topics - Building a Championship TeamAre you bumping into the same office issues time and again? Are you a control freak? Stop being a control freak within your own business.  Control freaks will make a living, but they will not make any money.

We will introduce you to a scientific approach to creating sustainable change. Through a battery of assessments we focus on the issues that are stopping you from gaining the results that you are looking for. You will be motivated out of your comfort zone and move in a direction you really want to go. You will understand what is stopping you from moving forward. You will get re-inspired about your business, and you will attract more clients and business.

You will also learn how to create a team of people who can create a business for you.  You cannot grow your business yourself.  Select your people based on their skill set and the appropriate Values & Behaviors for the position. Hire a support team to do exactly that, support you and your business, and let them.

Management is about systems; leadership is about people. Learn how to recruit, train, and inspire your dream team.

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The Psychology Of The Client Interview – It is all about the Questions, the Questions we ask Ourselves and the Questions we ask our Client

Simon Reilly Speaking Topics - The Client Interview

It’s all about Questions, the Questions we ask Ourselves and the Questions we ask our Clients
In a time-based economy you can never demonstrate enough value to justify your fee. In a results-based economy you can never do enough to justify your commission.

Things have changed from a results-based economy to an experience-based economy.

Clients want the experience; they want an advisor who shows up on time, who they can trust, who treats them like family, who finishes what they start and who fulfills their commitment.

You’ve got to make a difference in the way people think and feel about themselves. That’s the real reason clients buy from you and stay committed.

It’s not about an extra quarter percent. It’s about how you make clients feel.

Secure, safe, confident and committed clients will stay as clients.

Customers move on, they care less about how they feel and more about getting the cheapest price.
Customers can get it for a quarter percent less anywhere and they are just customers.

From the very first visit to your website, through telephone, front desk, consultation, delivery and after sales, the client experience can create a brand ambassador or a brand disaster. A happy client becomes an unpaid ambassador of your sales force.

In order for commitment to happen;

  • An advisor has to make a difference in the way they think and feel about themselves
  • An Advisor has to make a difference in the way clients think and feel about themselves

It’s 90% about WHY and 10% about HOW and What to do.

Join Simon Reilly in this value-packed presentation, The Psychology of the Client Interview that includes the moments of truth that will both re-create your commitment to your business and create committed clients for life.

When there is no understanding, there is judgment. When there is judgment, there can be no understanding or inspiration.

– Simon Reilly

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