You are an established and successful Financial Advisor ...

Yet, are you struggling to get to the next level or bouncing against a barrier that you cannot break through?

• Are you struggling with, no matter how often you try to remember, you can never get around to asking for a referral from the right clients?
• Are you feeling consumed by the demands of too many unprofitable and ever demanding clients?
• Are you thinking about doing split cases and something is holding you back?
• Are you feeling completely overwhelmed and you just don't seem to have enough time to get all of your work done?
• Do you want to Reignite Your Passion for 2006, Create More Business From Existing Customers, and Increase Qualified Referrals by 500%?
• Would you like to be able to do that with a minimal investment of time and money?

  A Note From Simon Reilly

January 31st, 2006

Dear Reader,

To best explain why we have decided to run a special 4-Week “Being” An Advisor Coaching Program, I want to share with you a defining moment in my life.

In 1994 I lost my business. This came as a major surprise to my clients, my team, my friends and my family. Why was it a surprise? It was because "Simon Reilly” appeared to have taken every personal and professional development course known to man.

As the owner of a highly regarded personal development franchise, I was a popular and regular speaker on the subjects of professional and personal development.

I and many others thought I knew all about time, finance, sales, marketing and leadership.

But I lost it all.

Why?

Looking back - it was simply because, as Jim Rogers would say, I was addicted to selling. My addiction consumed me with the obsessive pursuit of closing more and more new business. The trouble is it wasn’t the right kind of business. The business was often unfocused and niche less, and it required a lot of preparation time not to mention the amount of time that it took to generate business from the cold calls that I was making.

What did I learn?

That the most important business activity I could engage in wasn't the mastery I had achieved in marketing and sales (even I couldn't sell my way out) - it was the development of the right kind of relationships which included the relationship with myself.

That is why, the first step you will be taking in our 4-Week “Being” An Advisor Coaching Program will be:

• A personalized 37 page Values & Behaviors Assessment
• A 1 hour telephone Values & Behaviors Assessment debriefing with me personally

Together we will discover your strengths and identify your areas to strengthen – your blind spots, and I will give you a couple of assignments so that you can get to work on making the necessary improvements right away.

As a result of those experiences, I decided to dedicate the rest of my professional life to helping others avoid the same mistakes.

In 1997, my first Financial Advisor client found me and I have enjoyed working with Financial Advisors ever since.

I started working with Simon over 7 years ago with a mandate to double my income and provide me with more time for myself and my family, and to enable me to work on my business versus always having to work in it. I met and exceeded the mandate within the first year and have forged ahead to build a Financial Services Practice with a strong team of specialists that provide Critical Illness, Group Insurance, Life Insurance and Money Management.

Nelson Deslippe - CFP, CLU, C.H.F.C
disi @ integral-financial.com
Integral Financial Services Inc.
Vancouver, Canada
www.integral-financial.com

For the best part of a decade, I have been working with a select group of Financial Advisor clients in my year-long one-on-one coaching program, and now, for the first time ever, I intend to share the strategies and tactics that have helped my business in a highly focused 4-Week “Being” An Advisor Coaching Program for those who:

• Do not yet want to commit to a full year of coaching
• Would like a "taster" of what the year's coaching would be like
• Would like a booster
• Would like a refresher
• Have a smaller budget available at present as they are still in the stages of building their business
• Would like to introduce the concepts to a team member who wants to work with Simon Reilly

I believe that, in just 4 weeks, I can transform your life and your business, by sharing with you the key strategies that have helped the clients in my year-long program.

Here are just some of the results that my clients created in the final quarter of 2005:

• Exceeded the sales campaign goal by 25% (the goal was the highest ever to begin with)
• Hired a new business manager
• Hired a new full time assistant and associate agent
• Made number 2 in the office
• Made number 3 in the office
• On track to be the first one in the region to break 1 million in sales volume
• Opened a one million dollar commission case
• Sold $3.5 million in sales
• Year end completed with sales 45% over forecast
• In the top 25 out of 2700 Advisors

I can condense the highlights of a year's coaching into 4 amazing weeks that will change you and your team forever.

Dramatic change can occur when you eliminate what you previously considered as - "things I can't do" - but deep down inside you really know that you can do it.

How are these things accomplished? With a coach, a plan, and a supportive environment.

The 4-Week “Being” An Advisor Coaching Program is a kick-start and a platform to establish your long term commitment to the higher standards that you are capable of.

Simon Reilly
sreilly@leadingadvisor.com

  This Program Is For Some Of You

Some of you are satisfied, and maybe this program isn’t for you.

I’m here for those of you:

• Who understand that there is far more than they are currently getting
• Who are bumping into the same old issues time and time again, the same issues for the last number of years
• Who are looking for a system for what is lagging in your business
• Who want to understand a way to overcome the obstacles
• Who are serious about understanding what stops you
• Who want to identify the obstacles, maybe you are able to name them - maybe not?
• Who may think you know what they are, the issue is …
• Who have been unable to overcome the obstacles
• Who understand that to change what is stopping you, requires working with an expert from the outside
• Who need an expert from the outside who is extremely familiar with the terrain
• Who understand you need an expert from the outside who is extremely familiar with the terrain who can step in and identify the forest from the trees
• Who understand that they are stuck and they need to do something about it
• Who understand that they need to do something if they want different results

Remember what Stephen R. Covey said,

“Seek First To Understand”.

Remember what Benjamin Franklin said,

“The definition of insanity is doing the same thing over and over,
  and expecting different results”.

Through a Scientific Approach we create massive sustainable change for our clients.

We start off with a battery of tests and we focus on the issues that are stopping you from gaining the results that you are looking for.

1. The tests tell me about your needs, values, beliefs, emotions.
2. We develop action plans to over come the issues.
3. When you understand yourself you can change your behavior.
4. You get results.
5. If you want to affect change, you need the language to do it.
6. If I were you, I would want to know the results of these tests.

Wouldn’t you like a program that will:

• Motivate YOU out of your comfort zone
• Move YOU in the direction that YOU really want to go
• Get YOU clear on and give YOU a system to eliminate what is stopping YOU
• Get YOU re-inspired about your business
• Attract more clients and more business

Are You Serious About Getting Results?

• Forget about my program, set that aside
• Decide what you want out of your life and your business
• Are you seriously interested in making an investment in your life and your business?

Are You In Investing In Your Business?

• Are you interested in investing in your business?
• That’s a tremendous question to ask yourself.
• How do you invest in your business?
• Are you investing in your business in such a way, so that you know you are pushing to do things differently because you want different results than you’ve been getting?
• If you’re going at it the same old way, you may get some marginal gains, but not necessarily the breakthroughs that you are looking for.
• Honor yourself. If you're serious, then commit to your business, commit to being better and this is a way that you can do it. There has never seen success without commitment.

If you have already made a decision that you are going to work with an outside professional to help you to make the sustainable values and behavioral changes that you need to make to go to the next level in 2006, now is the time.

I am looking for people that have already made a decision that they are going to make 2006 their best year ever.

You are neither “kind of interested", nor "kind of looking for a course", nor "thinking of maybe giving it a shot", nor "thinking this is a good idea”.

You are ready and committed to go forward.

You have made a decision, you are ready to do the work and take the action steps to create significant and sustainable results in 2006.

You are doing most of all of the right things, yet you still haven’t discovered the sustainable values and behavioral changes that you need to make to go to the next level in 2006 now is the time.

Your are reasonably successful, you have taken some programs, read some books, you have an idea of what your goals are, you have a plan, you are reasonably organized, you have a time management system and you make your plans in advance of the week, you probably know what to do, and you are still not doing what it takes to get to the next level.

You are most of the way there.

You want to get to the bottom of what is stopping you.

But you just don’t do it.

It doesn’t matter what you seem to do, you are still sabotaging yourself with:

• Continually questioning, “Is this the right profession for me?”
• Indecision in general
• Trying to do everything yourself
• Failing to plan, set goals, and manage time
• Failing to set large enough goals
• Working with unqualified clients
• Over promising
• Reducing fees
• Doing too many favors
• Failing to close
• Taking rejection hard
• Not asking for referrals
• Conflict with clients, management, other advisors and the team

• Form a trusting, challenging, and supportive relationship with someone that is independent
• Take weekly action and accomplish results
• Magnify your natural gifts and talents
• Double your development
• See and fix the blind spots
• Provide direction
• Provide measures
• Provide structure
• Assist in execution
• Confirm you are on the right track
• Challenge yourself
• Make you responsible
• Hold you accountable
• Create consequences
• Effect the fundamental core issues of why you do what you do
• Overcome whatever it is that is in your path to success
• Help you maintain the behavioral change that it will take you to ensure the success that you want to achieve
• Create a vision for the business and the self that you want to become
• Improve your business and personal lives by two and three fold

Hi Simon,

Duncan calling on the Eve of 2006 or almost the Eve of 2006.

Just want to wish you and Laura all the best in 2006.

You have helped me considerably in 2005 and I do believe that I owe somewhat of a large part of my success due to our conversations in 2005.

I just wanted to call and thank you for continuing to inspire me and may we both inspire each other in 2006.

I will help you all that I can in terms of whatever link I can be to the Financial Services Business whether it is Freedom 55 - London Life or whoever I have contacts with as I believe that you have hit a really good nerve as to how people tick.

All the best to you. May you bring in 2006 the way that you deem the best for you and Laura.

Thank you very much and we will talk in early January and I will send you an e-mail as to what I would like to do for our Coaching Calls.

Just a call to say thanks and have a great New Year.

Thanks Simon.

December 30, 2005

Duncan C. Robinson
Financial Security Advisor
duncan.robinson @ freedom55financial.com
Freedom 55 Financial

  Take a moment to examine the following …

Here’s a few of my thoughts about my 4-Week “Being” An Advisor Coaching Program.

The program is both 'Touchy Feely' and goes into 'The Deep End'.

I hope that this doesn’t bother you.

Then again, let me ask you who said the following?

“When you believe you can do it, you can do it”.

Was it?

• Dr. Wayne Dyer
• Dr. Deepak Chopra
• Mahatma Gandhi

Wrong on all counts.

"When you believe you can do it, you can do it”.

It was Wayne Gretzky. So I guess you will be OK with a program that is both 'Touchy Feely' and goes into 'The Deep End'.

Yet who is the one that takes you into 'The Deep End' anyway?

Think about this.

YOU already know about:

• Vision/Goals
• Business Plans
• Marketing Plans
• Product Specialization
• Niches
• Client Qualifications
• Asking For Referrals

Why aren’t YOU doing it?

Think more specifically about Creating A Split Case and Asking For A Referral.

You have great relationships with your clients and they also Need …

• Critical Illness
• Disability Insurance
• Insured Life Annuities
• Investment Advice
• Life Insurance
• Succession Planning
• Taxation Advice … and more

But you hesitate to form a Strategic Alliance and work with another Advisor and Create a Split Case to meet your Client's Needs because …

1. You don’t know how to form a Strategic Alliance
2. You don’t know how to introduce your Client to the concept of working through you with another Advisor in a Strategic Alliance
3. You don’t know how to ask for a referral

And yet the issues are deeper than that – here I go into The Deep End again!

You are afraid that …

The Advisor that you refer to will:

• Steal your client
• Make a mistake and it will look bad on you
• Not pay you

Or that you will:

• Become more overwhelmed as you are already overwhelmed with the products and services that you are offering now
• Appear to not know what you are doing by bringing another Advisor in
• Lose the relationship that you have with your client
• Lose control of the client and your livelihood

Let’s take a look at Asking For Referrals.

• You don’t know how to ask for a referral
• You don’t believe you have enough time, you are already overwhelmed!
• Your client may say no!
• You don’t believe that you are doing a good enough job so how can you possibly expect to get a referral
• You believe that your clients will believe that you are going to embarrass them
• You are feeling over your head with what you are doing for your client now. You just want to get the job done and get out of there. Asking for one more thing may be the straw that breaks the camels back
• You are afraid that you will make a mistake and loose both your client and the referral

I can’t possibly provide you with the answers in this document as to why you may be experiencing the above limiting beliefs, but I can tell you this.

What ever you believe. You are right.

Isn’t it time for you to get over the blocks that are stopping you and for you to eliminate the blind spots in your business?

  I'm offering The 4-Week "Being" An Advisor Coaching Program that includes:

• A personalized 37 page Values & Behaviors Assessment - a $200 value
• A 1 hour telephone Values & Behaviors Assessment debriefing with Simon Reilly - a $300 value
• A 1 hour weekly group telephone call, for 4 weeks, with Simon & Laura Reilly and recordings to listen to in MP3 - a $500 value
• A 15 minute weekly one-on-one telephone coaching session with Simon Reilly - a $300 value
• 4 weekly e-lessons from Simon Reilly on the "how to" Reignite Your Passion for 2006, Create More Quality Business From Existing Customers and Increase Qualified Referrals by 500% - a $200 value
• A participant buddy that you will be speaking with on a daily basis to keep you on track - priceless
• A weekly email report to Laura Reilly - a $100 value
• 24/7 e-mail access to Simon Reilly - priceless
• Access to supporting web resources, material and systems - priceless
• Being part of a community of like minded successful people that will be the catalyst for your success and the creation of new and improved success systems along the way - priceless

• A basic understanding of how a small professional service practice works - no absolute beginners in business please - go and get trained and come back next year
• A recognition of the value of effective marketing and sales activity - if you think that marketing is "pushy" and sales is "slimy" - don't join
• A secure financial foundation - don't spend your last dime on this program, even though we are giving it away just for the heck of it
• A deep existing professional or personal network - if you have no friends - spend a year developing some and then come back
• The ability to delegate - if you want to do it all yourself - don't join - you will need some assistance, part-time or full-time
• A controlled level of self-esteem - if you understand that it's ok to have good and bad days and still be proud of yourself - then welcome!
• An open mind - if you think that it can only done "the orthodox way" and you are not prepared to try something different - don't join
• Internet enabled - this program will be delivered using on-line technology and access to email and the web will be important for you to receive maximum benefit

• A set of Values & Behaviors Assessments, debriefing, coaching sessions and assignments that will get you over the blocks that are stopping to eliminate the blind spots in your business.

  Through the Assessments we identify two important facets:

  "Values" are "WHY", what motivates or what puts the thought in your mind to impel you to take action towards your goals.

             "Behaviors" is the method "How" a person carries out that action.

Most people in business are not aware of the "Values" that are required to be successful in today's business world. They may not fully understand the source of what motivates them. Therefore, they may have inconsistent "behaviors" in taking action towards their goals. At the end of the day they experience conflict, inconsistency, lack of motivation and even worse, unfulfilled business and personal lives.

• A system that will get you up and running that will create more Split Cases and Referrals plus you will:
  • Attract More Inspiration
  • Attract and/or Enhance Your Team
  • Attract Bigger Cases
  • Creating A Better Marketing Plan
  • Define Niche Markets

• Exceeded the sales campaign goal by 25% (the goal was the highest ever to begin with)
• Hired a new business manager
• Hired a new full time assistant and associate agent
• Made number 2 in the office
• Made number 3 in the office
• On track to be the first one in the region to break 1 million in sales volume
• Opened a one million dollar commission case
• Sold $3.5 million in sales
• Year end completed with sales 45% over forecast
• In the top 25 out of 2700 Advisors

Here are your next steps...

The program starts as soon as you register.

You will receive an e-mail with your personalized passwords to enable you to complete the intake forms for your Personalized Values & Behaviors Assessment.

You will discover your strengths and areas to strengthen in communication, leadership, management, motivation and sales.

Scheduling details for your 1 hour group telephone Values & Behaviors Assessment debriefing with Simon Reilly will follow.

The 1 hour weekly group telephone calls start Tuesday, March 7th, 2006 @ 3:00pm Pacific Time.
In addition you will receive:

• Recordings of the 1 hour weekly group telephone calls to listen to in MP3 - a $500 value
• A 15 minute weekly one-on-one telephone coaching session with Simon Reilly - a $300 value
• 4 weekly e-lessons from Simon Reilly on the "how to" Create More Quality Business From Existing
• Customers and Increase Qualified Referrals by 500% - a $200 value
• A participant buddy that you will be speaking with on a daily basis to keep you on track - priceless
• A weekly email report to Laura Reilly - a $100 value
• 24/7 e-mail access to Simon Reilly - priceless
• Access to supporting web resources, material and systems - priceless
• Being part of a community of like minded successful people that will be the catalyst for your success and the creation of new and improved success systems along the way - priceless

Let me ask you the following questions:

What are the top three talents that you have that you get to express in your business or career? What do you like about what you do?

Where do you see yourself in the next 3 – 5 years? Where will you be in your business or career? What will your life be like?

If you were going to make some positive changes in your business or career and you were going to invest some time and money, what are the top three improvements that you want to make in your business or career?

Why do you want these three improvements that you want to make in your business or career?

If you don’t make the three improvements that you want to make in your business or career, if you don’t follow through and really master this, what will it cost you over the next 3, 4, 5, 6, 7 years?

If you did follow through and make the three improvements that you want to make in your business or career that absolutely produced the results you want, how would your business, career and life be better? How would it be greater? How would it enhance your business, career and life over the next 3, 4, 5, 6, 7 years?

How important would it be for you to really get these results? Is it something that you should do, might do someday or something you must do in your business and life now?

If there was a systematic way to produce the results that you want, you'd do it wouldn't you?

How much would it be worth to you if you absolutely knew that you were going to get the results -- $2,000, $4,000, $10,000 or even $100,000?

We have years of experience supported by an enormous amount of compelling results from our clients and we have a frame work that will produce the results that you have always wanted.

The program starts as soon as you register.

You will receive an e-mail with your personalized passwords to enable you to complete the intake forms for your Personalized Values & Behaviors Assessment.

Scheduling details for your 1 hour group telephone Values & Behaviors Assessment debriefing with Simon Reilly will follow.

The 1 hour weekly group telephone calls start on Tuesday, March 7th, 2006 @ 3:00pm Pacific Time.

The 4-Week “Being” An Advisor Program is Valued at over $1000

Enroll Today for $177.00. The $200.00 Balance Is Due Upon Your Satisfactory Completion

The Program Is 100% Money Back Guaranteed

We Are So Certain That Our Program Will Create The Results That You Are Looking For … It Is Yours Risk Free

Take The Program

If You Don’t Like It, Don’t Pay

Terms:

• $177.00 Upon Registration
• $200.00 Upon Your Satisfactory Completion
• If You Don’t Like It, Don’t Pay – Subject To You Completing All Appointments and
  Assignments

Click the Register Button below, for your preferred payment option. We use a secure ordering system to process your Visa or MasterCard payment online. All of your information will be kept private and confidential.

4-Week "Being" An Advisor Coaching Program
March 7th - March 28th, 2006

Single Payment: $377.00 CDN