Financial Advisor Training Materials

Curing the Unmet Needs Disease

In Simon’s latest book you’ll discover the REAL reason why you are
frustrated, stressed, and falling short of your financial goals.

There is a cure for this disease, but you won’t find it in a motivational seminar or a workshop on closing techniques. Nor will you be able to cure it yourself by working harder or spending more time prospecting. It’s deeper than that.
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Preventing A “Fatal Attraction” Hiring Mistake

Any job requires the correct values and behaviors. When a person reads your ad, they sometimes say that they can do the job and adapt their style and tell you what you want to hear … selling themselves and you if you are not careful … problem is some cannot sustain the act, the values and behaviors that they are adapting to and it all comes crashing down and then it becomes your fault that they can’t do the job… a fatal attraction – a hiring nightmare.

Even if you check their references, the names that are offered seldom share specifics,

We have hired many administrative assistants, marketing assistants and juniors advisors over the years for our clients, and we have benchmarked the values and behaviors that are required for each of the positions so that the qualified candidates that you finally short list, can then do a personal values and behaviors assessment.

Then we say hire them, they are a 10 out of 10 hire them quick, or they are a 7 out of 10 and this is what you will have to do to coach them so that they can sustain the job, or they are a 3 dressed up as a 9 and they are only wasting your time.

The fee for the values and behaviors assessments complete with a 20 minute telephone assessment debriefing with me is $400.00. Please contact Laura @ lreilly@leadingadvisor.com.

The assessments will give you additional tools to communicate, manage and motivate the new employee.

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Removing Your Roadblocks eCourse

The response to Simon’s live presentation has been so strong that we
decided to make the “Removing Your Roadblocks
To Your Success” PDF available to you along
with an E-Course to help you understand how you can Clear Your
Roadblocks To Your Success.
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7 Actions for 2010

This workbook and PDF will take you through Simon’s live presentation, and step-by-step through the process of setting your vision, your values and your goals.

If you’re ready to finally achieve the goals you want for you, your business and your life, these resources are yours for immediate download.
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