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Welcome to the July 2015 edition of the Balance * Plan * Reward Newsletter.

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked a series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

What Should An MDRT Member Look For In A Coach?

A good coach loves what they do, has references, a track record and visibility within the financial services professional niche. They say there are three types of coaches: a coach that has already dealt with what you are currently experiencing, a coach that is currently dealing with what you are currently experiencing, or a coach that has never experienced what you are currently experiencing.

A great coach will have a process to introduce what they do that includes assessments and asking the client a lot of questions to help the client get clear on what they are looking for in a coach and why they want to work with a coach. A great coach will shut up and listen and knows how to match the client’s behavioral style. A great coach has a system to hold both the client and the coach accountable and provides written follow-up notes, assignments, audio and/or video recording of coaching sessions combined with an action plan that not only draws the client to take action but helps the client to bring out their best thinking. A great coach guarantees their work and offers a program to address the client’s outcomes and has a beginning and an end – not the constant and never-ending paid friend program.

Beyond the standards of a good and great coach, an excellent coach is authentic and values-based and demonstrates by example in all areas of their business and personal life.

A remarkable coach has decades of experience and capacity and doesn’t get caught up in their client’s fear and overwhelm and helps their client see the big picture.

A transformational coach helps a client work on the whole, not just parts, not just shoulds, not just wants but rather a values-based approach versus just taking busy work action.

A transformational coach tells the truth and steps over nothing. If the client is addicted to Unmet Needs-based adrenaline-fueling negative emotions and negative beliefs, the coach tells the client that their goals are unsustainable because of a poor personal and business foundation.

A transformational coach will help their client to identify and correct their Unmet Needs, negative emotions and negative beliefs and re-define their values, positive feelings and positive beliefs.

A transformational coach will figure a client out, give them perspective, identify their strengths and areas to strengthen on both a business and personal level and provide them with the systems to create sustainable success.

A transformational coach will help their client answer: Why should an MDRT member hire a coach to get to the truth or source of what’s happening versus working on unsustainable symptoms and systems?

Thank you for the opportunity to be of service,

Simon Reilly


Simon Reilly-Coach, Speaker, and Writer

Leading Advisor Inc Box 507 Parksville, British Columbia V9P 2G6 Canada (250) 248-6012