Financial and Investment  Advisor Training Materials – Workshops, Hiring and Books

Clear Your Roadblocks Workshop & 60 Day Follow Up Coaching Program

The one day Workshop is a 13 Step Process to re-ignite the financial advisor’s passion for their business and understand and clear the roadblocks to their success so that they don’t fall back into the same old negative patterns.

The 60 Day Follow Up Coaching Program allows the work from the workshop to continue and provides the advisor with ongoing support.

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Business Planning Workshop

Values & Behaviors Team Building Workshop

Leading Advisor has an outstanding Values & Behaviors Based Team Building Workshop that also integrates Communication, Customer Service, Management and Sales.

We have successfully delivered our Team Building Workshop to the following fine companies; FM Financial, Global TV, Integral Financial, The News Group ( A member of the Jim Pattison Group of Companies ) and WorldLux.

The one – day workshop includes:

• A needs analysis meeting prior to the workshop date customized to your requirements
• A 37 page Values & Behaviors Assessments for each of your attendees
• A review of all team members assessments with you in advance of the workshop to identify assessments where there are significant challenges
• One-Day “Values & Behaviors Based Team Building” workshop
• 2 – 3  1 hour telephone follow up/debriefing sessions 30/60/90 days after completion

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Advisor and Assistant Hiring

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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Curing the Unmet Needs Disease Book

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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