Leading Advisor Financial Advisor Coaching

One Page Business Plan™ One On One Live Coaching

The program that brings you real-time solutions so you can propel your practice to new heights in the fastest way possible

This is the express elevator to the top.  It’s the opportunity to fix what isn’t working or take your practice to the next level.

It’s the most comprehensive, all-inclusive, plug and play bundle of services you can get anywhere, from a highly qualified, elite-in-their-field expert who has one thing in mind:  your success.

Do you:

  • Struggle to get words right so that you can get the plan right?
  • Never seem to be able to get your team to understand the “mission”?
  • Feel like your practice is running you and can’t seem to get your time under control?
  • Endlessly “chase your own tail” getting the team moving in the same direction?
  • Know that your team is underperforming and have no clue what to do about it?
  • See your younger competition passing you?
  • Read books again and again and still find that the plan that you have is completely inadequate?
  • Get bogged down in customer service that you should be delegating so that you can spend more time with your clients?
  • Need someone to walk through the planning and team building process?
  • Want personalized attention, for once?

Want to Get Started Today?

Schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012

The One Page Business Plan™ One-on-One Live Coaching Program is the program that you need!

“It’s not enough to just write your objectives and strategies down. If you don’t have the steps listed, you don’t know where you’re going. The One Page Business Plan steps really helped me to get clear on who’s responsible and by when and I think that’s really going to help me to meet and exceed my goals for 2012 and beyond.”

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Angela Houle, B.Acc., CFP, CLU, RHU

McAuley Financial Services/FundEX Investments
Ottawa, ON

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Learn to:

  • Develop a simple, powerful plan to fix what is not working
  • Have the tools to fix what is not working
  • Set clear, achievable goals
  • Diagnose your team’s roadblocks
  • Develop a simple, powerful plan to fix them
  • Use tools and systems by having a master available to train and retrain you
  • Move to the next level in your performance

The One Page Business Plan™ Live Coaching Program includes:

  • One full day practice consultation
  • Time working with you, the owners/senior managers – Getting your team directly involved in a lively educational program can help build stronger relationships
  • Exclusive One Page Business Plan™ Password Protected On-Line System
    • One Page Business Plan™ Performance Scorecard Spreadsheet
    • One Page Business Plan™ Progress Reports Spreadsheet
  • 2 – 1 hour One Page Business Plan™ Debriefing telephone calls per month
  • Detailed personalized coaching call followup e-mails and recordings
  • Bi-weekly group coaching conference calls for you and your team – Getting people together to solve problems and discuss opportunities is far more effective than one person alone

“Thomas accredits the success of his firm to his strong team of people. Working with his strategic coach Simon Reilly, Thomas has hired top rate specialists to meet the day-to-day client demands. “

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Thomas O’Neill
Thomas O’Neill & Associates Inc.
Vancouver, BC

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The One Page Business Plan™ Corporate Workshop also includes:

  • A constant relationship with Simon Reilly to educate, guide and keep your Advisors accountable for creating and acting upon their One Page Business Plan™
  • Special business planning system custom tailored to the financial advisor / investment advisor profession
  • A set of decisions that will install the next level of disciplines to take your Advisors’ businesses to the next level
  • One-on-one coaching call prep form (automated)
  • Bi-weekly business building assignments – Never stop learning and growing
  • Weekly Blogs – Information in a steady flow to keep you on track
  • Weekly e-mail progress report (automated) with reply if required – Automated to help you and your team to stay accountable while preparing for the one-on-one and group coaching calls so there is no time wasted
  • Weekly updates that include articles, questions and answers
  • Monthly e-newsletter – loaded with new and exclusive information for you
  • Articles, assignments and systems on creating a vision, business planning, time management, delegation, team building, cash flow management, consultative marketing, asking for referrals, the client engagement process – All of this information is exclusive to our Program members and no one else
  • Monthly e-newsletter – loaded with new and exclusive information for you
  • Unlimited e-mail access to Simon Reilly
  • Unlimited telephone access to Simon Reilly ( calls are booked through Laura Reilly )
  • Downloads from our Knowledge Bureau – We have years of information to share

Are you ready to have a One Page Business Plan™ to integrate
the action steps of you and your team?

Start Right Now

Schedule a complimentary telephone coaching session with Simon Reilly or call 250 248-6012.

“I’ve always known you have to be accountable to yourself. It’s nice to have plans but if you don’t have action, if you don’t lay it out, it’s not going to happen. It’s all about focus, focus, focus. The One Page Business Plan is excellent way to create focus and the system allows for benchmarks, dates and times for added accountability. “

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Rod Tyler

Tyler & Associates
Regina, SK

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Still not sure?

The One Page Business Plan™ One-on-One Live Coaching Plan is about you.

You’ve heard it since you first got started in business, “If you fail to plan, you plan to fail”? And you failed to plan. How’s that working for you?

The One Page Business Plan™ One-on-One Live Coaching Plan is your personalized approach to creating a plan that not only lays out what you need to be doing, but creates an achievable plan to getting it done.

What are you waiting for?

Success does not knock on the door, opportunity does.

This is your opportunity.

“Some people might say that it’s pricey and it is expensive, but it’s all about the value that you get out of it.

Simon gives a 30-day money-back guarantee and I took him up on that. I saw the benefit that fast to where I wanted to pay to have him work me.

If you really look at what differences can be made, how to do it, measure it, extrapolate and do this every month, you start to take a deeper look at how you are doing things and you get much better results.

I’m really making some headway and if people are willing to put the work into it, it’s worth every penny of it and I think people would see that for themselves as there’s no risk to anybody trying to work with Simon.
With a 30-day money-back guarantee how can you go wrong?

Because of our work together, I’m one of the top advisors on a national level.”

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Carl Thoenen

Financial Advisor
Hazelwood, MO

Read more Coaching Testimonials

Still unsure?

How about something for nothing to see if this is the program for you?

Here are 4 FREE tools that will convince you that this is the plan that will finally give you the success you need:


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