Coaching
Hi I'm Simon Reilly,
I'm concerned about what I'm seeing in the Financial Advisor industry. Recent survey results are revealing problems like:
- Financial Advisors are having a difficult time implementing very valuable aspects, such a business plan, a marketing plan and financial controls, into their business.
- Financial Advisors are emotionally retired, not making enough money and their numbers are dwindling.
In my experience, these problems are caused by Financial Advisors struggling with their own unmet needs, limiting beliefs and emotions. They're experiencing a lack of vision, purpose and mission, the very foundation of a strong business.
Removing Your Roadblocks to Your Success is based upon years of client experience and a Scientific Approach based on the significance of values, positive beliefs and positive emotions on your business.
I provide Personalized One On One Telephone Coaching Through A Two Month Program that helps Financial Advisors overcome these problems and this includes the following steps to Removing Your Roadblocks To Your Success that you will need to succeed as a Leading Advisor.
In the next few pages, you'll find out about tele-coaching, what are the benefits to the two month coaching program and how to get the most out of your coach.
To make it easy for you, the first month of your coaching risk free.
Are you Ready To Get Started?
Phil Hauser’s testimonial says it all.
From the moment Simon was introduced to our conference I simply knew that he was the one who would coach me to awaken the energy within myself to advance my practice and my life to where I have always felt it should be. Simon and Laura ignite an enthusiasm within me to fulfill this desire to propel my energies forward to conceive, believe and achieve my goals.
The Leading Advisor approach is simply fun to work through. While coaching is not meant to be a quick fix, several ideas put forward in sessions have delivered results beyond my expectations within 24 hours of first hearing them. I have begun to identify the roadblocks to my success and am enjoying the experience of removing them!
I'm really enjoying this work it is very challenging and I am feeling I get far more out of it than I put into it.
Philip Hauser, CFP
London, Ontario
Phil’s testimonial explains why we offer “Removing Your Roadblocks For Your Success” as Step One of the 10 Key Strategies of The Leading Advisor Coaching Program.
The Financial Advisor Industry is awash with experts talking about attracting high net worth clients, branding, client specialization, marketing, niche and product specialization yet most Financial Advisors are having a difficult time implementing these very valuable aspects into their business.
- Removing Your Roadblocks To Your Success
- Create a Vision for the future
- Develop a Business Plan made of Sharp Strategies and Robust Systems
- Implement Excellent Financial Controls
- Recruit and lead a Championship Support Team
- Refine your Marketing and Sales Skills
- Own a Unique Brand in an Affluent Niche
- Focus on Specialized Products
- Become the Recognized Expert for your Clients
- Deliver Amazing Customer Service
Why are most Financial Advisors having a difficult time implementing these very valuable aspects into their business?
It is all about Values & Vision!
The Foundation Of Your Business includes;
- Values
- Vision, Purpose, Mission
- Goals
- Business Plan
- Marketing Plan
- Brand
- Niche
- Product Specialization
- Client Specialization
A Truly Successful Business & Life are Doomed without Understanding …
- Values are the DNA of Vision.
- Vision is The Foundation of the Business Plan.
- The Business Plan is The Foundation of The Marketing Plan.
- The Marketing Plan is The Foundation for Unique Branding.
- Unique Branding is The Foundation for Niche Marketing.
The Financial Advisor Industry is awash with experts talking about attracting high net worth clients, branding, client specialization, marketing, niche and product specialization yet most Financial Advisors are having a difficult time implementing these very valuable aspects into their business.
1. Removing Your Roadblocks To Your Success
2. Create a Vision for the future
3. Develop a Business Plan made of Sharp Strategies and Robust Systems
4. Implement Excellent Financial Controls
5. Recruit and lead a Championship Support Team
6. Refine your Marketing and Sales Skills
7. Own a Unique Brand in an Affluent Niche
8. Focus on Specialized Products
9. Become the Recognized Expert for your Clients
10. Deliver Amazing Customer Service
Why are these results happening?
Recent survey results include;
Most Financial Advisors are Emotionally Retired
- 23% of Financial Advisors over 63 years of have no Succession Plan
- 33% of Financial Advisors have no Vision or Business Plan
- 12.4% of Financial Advisors are very satisfied
- 49.1% of Financial Advisors are not very satisfied >
- 40% of Financial Advisors are unsatisfied
- 1/3 of Financial Advisors make $50K - $100K
- 1/2 of Financial Advisors make $100K - $200K
- 1/5 of Financial Advisors make $250K +
Because the minute that You start to think about Your Values and Vision, without really thinking, You immediately start to think about the World and all The World’s problems.
What are You thinking about?
- Crime
- Disease
- Economy
- Electrical Shortages
- Climate Changes
- Homeless
- Hunger
- Oil Shortages
- Shampoo
- Terrorism
- War
Your Vision is the solution.
Vision - What YOU SEE as possible for others, the world.
Note the last word, the WORLD.
Both your business and personal life must be based upon a big Vision.
Your Vision must be about what you can do for the world. It is not about your needs.
That is the challenge. People are so consumed by their own needs and what might happen to them in the world that they fail to see the light of what they can bring to the world.
Why is it that people don’t take the time to create a Vision for both their business and personal lives?
Are their needs and how they may survive in the world and what is going on in the world blocking their vision of what they can do for the world?
What if when people start to consider their vision for their business and personal lives, they become distracted by what is going on in the world? In order to avoid thinking about what is going in the world, they just go back to work on the things that are easy, so that they can forget?
It is easy going back to work on the same old things that may not be getting you the results that you are looking for, creating a distraction from the world at the same time.
Perhaps this is why there is so much going on in the world because all people care about
are their own needs and the limiting vision that their needs create.
I started working with Simon over 9 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
nelson @ integral-financial.com
Integral Financial Services Inc.
Vancouver, Canada
www.integral-financial.com
Removing Your Roadblocks To Your Success includes the following steps;
- Values & Behaviors Assessments
- Identify & Eliminate Unmet Needs, Limiting Beliefs & Limiting Emotions
- Redefine Your Values
- Create A Personal Vision, Purpose & Mission
You will receive a 100% money back guarantee of the work and value in the program.
The
Removing Your Mental Roadblocks To Your Success Program includes:
- 37 Page Values & Behaviors Assessment – Completed & Delivered Online
- Values & Behaviors Assessment Debriefing – 1 ¼ hour telephone debriefing with Simon Reilly
- Assignments/Systems to identify and meet your unmet needs, limiting beliefs and limiting
- Emotions that are blocking your business
- Assignments/Systems to identify and integrate your values, positive beliefs and positive feelings into your Vision, Business & Marketing Plan
- Bi-Monthly One Hour Coaching Calls with Simon Reilly, for 2 months
- Weekly Goal Tracking Software
- 24/7 E-Mail and/or Telephone Access to Simon Reilly
- Access to our Knowledge Bureau
This creates a strong foundation to build your business and for Steps 2 – 9 of The Leading Advisor Coaching Program;
2. Create a Vision for the future
3. Develop a Business Plan made of Sharp Strategies and Robust Systems
4. Implement Excellent Financial Controls
5. Recruit and lead a Championship Support Team
6. Refine your Marketing and Sales Skills
7. Own a Unique Brand in an Affluent Niche
8. Focus on Specialized Products
9. Become the Recognized Expert for your Clients
10. Deliver Amazing Customer Service
The first step of “Removing Your Roadblocks To Your Success” uses a Scientific Approach that is based upon Values & Behaviors Assessments.
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. Through our research we have identified the Six Key "Values" of today's most successful business people.
- "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.
Through Values & Behaviors Assessments, the Leading Advisor Coaching Program helps our clients to understand and implement the Values & Behaviors that are required to renew and maintain sustainable and consistent success.
If you want to maintain, build or turn around your business, the Leading Advisor Coaching Program is the only sustainable and designed system for building a strong foundation for your business to stand on.
While working with hundreds and hundreds of clients through their assessments, Leading Advisor has benchmarked the Values & Behaviors of today's most successful Financial Advisors. Through the Assessments and the Leading Advisor Coaching Program our clients experience the following "sustainable" results;
In their desire to:
- Build & Lead A More Compelling Vision
- Build A Strategic Plan For The Future
- Set Bigger and Better Goals
Eliminating:
- Lack Of Direction
- Micro Managing
- Too Many Balls In The Air
- Too Many Demanding & Unprofitable Clients
- Wasted Energy & Time
Allowing all Associates to:
- Make Better Decisions
- Create More Commitment & Involvement In The Company
- Developing More Accountability & Performance
- Increasing Sales Targets
- Assertively Responding to Larger Opportunities
- Increase Profitability
- Feel More Fulfilled & Happy
To make it easy for you to get started, We Have Removed One Of Your Roadblocks by making The First Month Of Your Coaching Risk Free. If you are not 100% satisfied then you do not pay.
Are you Looking For A Survey Or Two that can help you to clarify what you want to work on?
Do you want to know What Are The Benefits that you will receive and do you want to know
How To Get The Most Out Of Your Coach?
Thank you for taking the time to invest in your success.
Simon
The Financial Advisor Coach