The Clear Your Roadblocks Workshop & 60 Day Follow Up Coaching Program
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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. |
“Simon Reilly’s Clear Your Roadblocks Workshop & Coaching Program was significant in that it got the participants to make a decision and commit to their business at another level. I believe that one has to have bullet proof confidence in today’s market and the workshop and the coaching assisted in instilling the values and beliefs that are required to reinforce the foundation. Our advisors gained clarity and perspective on how to change their attitude which in turn changed their thinking contributing to their enthusiasm and improved results in activity that includes calls, warm calls, appointments and the bottom line.”
Brian Prochnicki
Regional Director
Investors Group
Nanaimo, BC
The One Day Live Clear Your Roadblocks Workshop & 60 Day Follow Up Coaching Program helps the advisor to reconnect with the values that are the foundation to their vision, business plan and goals which all drive their inspiration.
The Clear Your Roadblocks Workshop and 60 Day Coaching GYM Program includes:
- One day live workshop
- A constant relationship with a business coach to educate, guide and make you accountable
- A weekly email progress report (automated)
- Unlimited email access to Simon Reilly
- Unlimited telephone access to Simon Reilly (all calls booked through Laura Reilly)
- Bi-weekly group coaching conference call
- Bi-weekly business building assignments
- Bi-weekly one on one coaching call in day
- Bi-weekly one on one coaching call prep form (automated)
- Access to all intellectual property
- Free downloads – (we have years of original content)
- Daily blog
- Weekly E-Zine
- Private website – articles, assignments, coaching call recordings, on-line forum, workshop powerpoint, workshop video
Inspiration is based on values like communication, listening and wisdom. These are the core of all positive beliefs and feelings. Inspiration is sustainable because it is driven from within.
Motivation is based on unmet needs like recognition, safety and worthiness. These are the core of all negative beliefs and emotions. Motivation is not sustainable because it is driven from the outside trying to medicate the unmet need with people, places and things.
What are the practice management issues that many advisors are facing? No business plan, no goals, in overwhelm and not asking for referrals just to name a few.
Business Plan and Goals – The unmet need of safety generates the negative beliefs of “I don’t have enough time” and “I don’t have enough money” which fuel the negative emotions of anxiety and fear … hence, the advisor is addicted to survival. It is impossible to build a strong set of values, vision, business plan and goals with this happening. A learned advisor said; “most financial advisors are addicted to selling and they will not take the time to build a vision, business plan and goals”.
In Overwhelm – The unmet need of control generates the negative beliefs of “I am out of control” and “no one can do it as good as me” which contributes to the negative emotion of fear. The Law Of Attraction is absolute and with the unmet need of control fueling the negative beliefs and negative emotions, the financial advisor unwittingly will not delegate and if they do, no one will ever be able to do the job as good as them. The unmet needs become their jailor.
Asking For Referrals – Ninety percent of advisors agree that asking for referrals is the number one way to build their business and only fifteen percent actually ask for referrals on a consistent basis. The challenge is the unmet need of approval which generates negative beliefs like “what if they say no” which fuel negative emotions like uncertainty and worry.
“Values are like turtles, they only come out when it is safe”. Unmet needs will dominate ones values, vision, business plan, goals and ability to grow until the unmet need is met from within.”
Workshop Testimonials:
Clear Your Roadblocks Workshop Testimonials From Edward Jones, Vancouver Island Region Meeting, Victoria, BC – May 26, 2011
“Enthusiastic presentation with material relevant to the real world. The clearing process was new to me.”
Orville Acton
“I liked most of the content – especially the discussion about ego and the visioning process.”
Andrea Andersen
“I love the thorough explanation of how unmet needs filter into my ability to meet my goals. I did not expect to have a program to take away and apply to my personal practice and planning.”
Barbara Armstrong
“I like how the presentation doesn’t shy away from the negatives that we all have. Simon’s world isn’t cute or flowery, but it is correct. I was able to find both values and unmet needs I didn’t know I had.”
Matt Begg
“Simon caught me off guard. I like the focus on reality and feelings instead of new techniques and gimmicks. You brought some clarity to what I was thinking and how to process it.”
James Bond
“Working through the exercises made it personal and productive. Time very well spent. It was a relief, a weight lifted off my shoulders, that it’s not just me! Simon gave real strategies to recognize and overcome challenges impeding my success.
Brenda Carter
“Energetic presentation with clear direction. The structure and clearing process is very resourceful.”
Patrick Chenier
“The presentation stimulated thoughts on underlying issues, thoughts that are preventing me from achieving results in my business.”
Lance Conarroe
“Simon presented a clear process of how to remove roadblocks and discussed feelings, values and goals!”
Thoralf Gran-Ruaz
“I liked very much the challenging aspects of the presentation and the practical activities to go away with, use and develop. Simon gave practical exercises and novel ideas. I love the ‘clearing’ exercise.”
Keith Haigh
“Clear and enthusiastic presentation with quality handouts.”
Stephen Ingle
“Simon reminded me of the importance of thoughts, the law of attraction and to write it down. I used these ideas previously to become successful. Now I will use them to get beyond the plateau. I like the concept of the clearing process.”
Greg Kahan
“Liked the energy of the presentation, and like the idea that if I answer the questions, I will receive the topic notes.”
Audrey McFarlane
“The presentation was energetic, positive and inspirational to me both personally and my business. I liked the clearing method.”
Anne Menard
“The presentation provided me with enough structure to implement. If I had any questions about ‘how’, Simon gave me a clear guide of ‘how’. I kept notes of things I am ready to get started on… Thank you!”
Paul J. Miller
“I thought this was just going to be fluff but I have come to realize that I was closed minded and this process is allowing me to focus on the one person that can grow my business – me! It was an understanding presentation with clarity and focus.”
Ali Nozari
“You gave me the tools to put words to my thoughts and a process to describe the things I need to do.”
Greg Shearing
“You made me think about the unspeakable. I received a process to clear my fears.”
Niki Stanford
“The timing of this session was almost surreal as I have been struggling over the past while. I like your enthusiasm and approach.”
Louisa Zerbe
Clear Your Roadblocks Workshop Testimonials From Investors Group, Nanaimo, BC – July 16, 2009
“Your approach is very different than some of the others I’ve been to where it’s a Rah Rah scenario. Those things are all good for a short period of time, but this is more looking at the basics of what’s going on, as opposed to the after affects. An analogy that I thought of is you go to a doctor or you go to a naturopath. The doctor gives you a pill, the naturopath explains well this is where it stems from. I am more interested in understanding where it stems from. I don’t need some cosmetic make over. I really like your different and overall approach.”
Darren Rodney
Investors Group
“I found the workshop quite inspiring. I found the clearing process very useful and valuable, especially the one we did in the workshop. I’ve actually used it since a few times for those days that you are feeling down and it’s an amazing exercise … if you just write it down it helps you get it off your chest and not keep it bottled up.”
Brian Dugaro
Investors Group
“I went in with an open mind. A lot of the material, the essence of what you talk about I’ve heard in different forms, but I found it was still an enormous benefit to be reminded of many things, specifically around attitude. Attitude adjustment is always beneficial, because when you’re in it, you don’t see it. So I found that very valuable. The best thing about the workshop was that it was long and intense and we were really able to get to a place of practicing what you were talking about so I really appreciated that and that was totally worth it. I didn’t expect to hear the recurring wisdom and to be able to hear that so clearly and it was perfect timing in terms of what I needed as a reminder.”
Michael Wood
Investors Group
“I took away a lot from the workshop and the workshop and the coaching has been a great experience. The best part of the workshop for me was the clearing as I got so much from that and it absolutely works. I’m a firm believer I’m really impressed with that exercise.
The follow up coaching call has been just as important to me. It’s been great and helped me out a lot as well.
As a result of the workshop I’ve realized that I don’t sit and evaluate what I’ve done and my results and see what I’ve done. I’m always looking ahead, and by evaluating it gives me a sense of accomplishment of what I’ve done so far.
Your enthusiasm is great. It made me think about how I come across with my clients. I want to come across as being passionate about what I am doing, trying to really get that across to my clients.
I’ve heard a lot of good comments from the group, everyone really enjoyed the work. I didn’t know what to expect but I knew it would be beneficial. Talking to other people everyone has been very positive about everything.”
Andrew Lewis
Investors Group
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Dates for 2012 TBA - stay tuned!
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