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About Leading Advisor
Simon Reilly has been working with Financial Services Professionals since 1997, going beyond the mechanics of success. Leading Advisor’s coaching program pulls back the curtain and clients learn what holds back their greatest potential. Simon mentors clients to inspire themselves, thus transforming their businesses creating fulfilling, rewarding, and sustainable success.
Innovation In The Following Areas
leading your financial advisor business
coaching you to become a leader/business person vs. salesperson;
the self-managing financial advisor business
coaching your senior team to manage your business on a day-to-day basis effectively;
the “a” client/associate driven financial advisor business
reducing or eliminating your B, C, D client time to enhance your A client time and adjusted EBITDA through associate productivity;
advanced financial modeling
monitoring benchmark performance and analyzing the profitability of every producer;
the ideal team
picking winners – the recruitment and retention of people whose performance, values and, behaviors align with your core values, mission & vision, laying the foundation for a strong succession plan;
low-cost internal marketing
driving new client inquiries through word-of-mouth and digital recommendation;
the complete digital client journey
combining technology (IOS) and people (TCO) to maximize conversion and average client value;
the ultimate guide to plan, market, prospect, and close – live or virtual
systemizing your marketing, prospect, and client processes to propel your business forward in 2022 and beyond.
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Simon has spoken to over 25,000 advisors across Canada & the USA at over 250 financial advisor conferences that include Advocis, FPA, GAMA LAMP, MDRT, NAIFA and WIFS.
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From The Blog...
The Ultimate Deep-Dive Values Discovery Process and Examination Before Discovery
Most fact-finders fail because the fact-finder, both process and advisor delivering the fact finder, are all about the facts and not about both the facts
The Ultimate Mindset and Script to Seamlessly Transition to Fee-Based Fee-Only
Banning commissions related to financial products and services has been on the horizon for decades, and Fee-Based Fee-Only is inevitable. The Challenge with Transitioning from
How might these questions clarify your vision when compensation changes are on the horizon?
It is said, “Without Vision, People Perish.” The same would hold for business. Vision is created by the questions we ask and answer. Vision is
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- Email: lreilly@leadingadvisor.com
- Phone: 1 877 248 6012