Leading Advisor Financial Advisor Coaching

Where Do Financial Services Professionals Go To Find Their Value?

Where Do Financial Services Professionals Go To Find Their Value? | Leading Advisor

This communication is very similar to one we sent to one of our prospect clients to help them find their value in the absence of them understanding their value. This connects with our Complimentary Business Building Blueprint Process.

Dear Jane Doe,

Thank you for the opportunity to provide you with our Complimentary Business Building Blueprint Process.

To confirm, our Debriefing Call is scheduled for day/month/time.

An Overview Of Our Debriefing Call is noted below.

Jane, you are successful, and you already know HOW & WHAT to do in most or all areas of business.

Your answers to Laura’s questions included the following key comments. During our conversation, I will focus on these to help you to understand the WHY behind these key points that are getting in the way of your success; 

  • I’ve been a leader all my life
  • Off track for last 5 years
  • Do you have a written vision for the next 5 years? No
  • Do you have a written business plan? No
  • I’m a control freak
  • I prefer to do it my way; for the most part I do it all myself
  • I’m reluctant to change. For example, I’m slow to adapt to the fee based side of the business
  • I love planning
  • I’m not motivated by money
  • If I had a more profitable practice I would hire someone

Whether we are talking about your vision, plan, time or delegation it is not about the HOW & WHAT to do as we believe you already know HOW & WHAT to do. It’s about WHY you’re having the above noted experiences.

If you don’t understand WHY (your Values) then you will probably keep doing the same thing repeatedly expecting different results.

This is WHY we are offering you the Complimentary Business Building Blueprint Process. There are 3 Steps and they are listed below.

Thank you for the opportunity to be of service,

Simon Reilly

Overview Of Our Debriefing Call

  • Review your answers to the questions that Laura asked you.
  • Review The Inspirational Tipping Point.
  • Debrief your Assessment.
  • Explain our risk free guaranteed coaching program.

Key Understandings

  • There is nothing wrong, only an absence of understanding.
  • Whatever you avoid/defend against, you give what is unreal more power, therefore making it more real.
  • When one person in the business / family changes, everything changes.
  • Most of the time it takes someone from the outside to coach you through the grip of the amygdala’s unmet needs, negative emotions and negative beliefs, through to your true values, positive feelings and positive beliefs – fulfillment.

3-Step Complimentary Business Building Blueprint Process

  • Step 1 – Complete a 30-minute Interview Call with Laura Reilly which will create the foundation for me to give you our version of what’s working, what’s not, what you should do about it and in what order – your personalized Values Based Business Operating Blueprint.
  • Step 2 – Complete our Online Values Based Business Operating Assessment.
  • Step 3 – Complete a 60-minute Values Based Business Operating Assessment / Blueprint Debriefing and again I’ll give you our version of what’s working, what’s not, what you should do about it, in what order, and the total time and money investment required; where we believe we could add the most value.

At a minimum, I know we can share at least one or two best practices, some of which won’t cost you anything.

The content of this blog is fictitious. Any similarity to any person living or dead is merely coincidental.

Coaching Testimonials

December, 2017
Jody Team
Team Financial Strategies
Abilene TX

The coaching program has helped me to strengthen my own personal foundation and bring me back to my true values and needs. The one on one sessions with Simon & Laura have been the most important part of the program, to create the space to stop and focus. Focus on recreating healthy habits, boundaries, and ultimately, sustainable success. I look forward to continuing the program work with this new inner strength to create a strong team, vision and systems, 2018 and beyond.


January, 2017
Robert Clark
Petersen International Underwriters
Valencia CA

Coaching with Simon has not only impacted my business but is contagious to others around me. With only a few one on one sessions I have created a 25% salary increase and have had my 4th highest month ever. Simon’s coaching approach means a lot to me and I am working with it constantly. Most coaching programs focus on the outside perspective, but Simon has focused on working from the inside out. This has helped me to understand why my brain works the way it does and has caused an increase in my day to day enthusiasm and heightening my spirt. I have been working diligently on the assignments and with Simon’s accountability I have conquered my self-limiting beliefs and have become the leader I set out to be, all while understanding other people on a deeper level and being able to give back to them.


October, 2017
Mary Hunt
Mary Hunt Agency LLC
Pagosa Springs CO

When I first saw Simon speak at NAIFA ALC in Colorado I knew he would be different, however, I didn’t expect the coaching program to be as efficient as it is. From the first session with Simon we worked together to get to the root of what was happening in my business and put actions and accountability in place to move me forward. Through his Clearing exercises and homework, I now have insight, closure and resolve and have created behaviors that are growing my business stronger, resilient and more profitable.


September, 2017
Jesse Barge
Financial Advisor

Northwestern Mutual
Carbondale, IL

Simon guided me to find my Vison, Purpose and Mission, but more importantly my connection with my Why. I now feel my true purpose of helping people find their best path forward to meet and exceed their dreams. Working through the homework, the accountability and the straight forward coaching sessions, Simon truly brought forward my inner passion, heart and helped me understand that I seize every single day for the right reasons. The work that I have done with Simon’s coaching is having a drastic impact and will continue to. He has shown me how to make myself happy from the inside out which improves my life overall, both professionally and personally. The scientific theory and experience that Simon brings to the coaching program, paired with inspiration, truly gets you excited about relearning who you are, what motivates your actions and moves you forward in a steady consistent nature. With these skills and knowledge, I am now confident in asking for referrals from people who I know I truly want to work with. As well I have a new sense of worthiness to work with my ideal client and help them to succeed in life as well. I’ve never truly felt this way overall before and I thank Simon for helping guide me to this realization, that I knew was there, but I have never been able to fully realize. I look forward to continuing working with Simon and giving back to my clients with solid products, service and sharing in the successful path forward that has been shown to me.

About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

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Simon Reilly has written 2522 posts on his blog.


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