Leading Advisor Financial Advisor Coaching

11 Quarterly Review Questions To Get You On Track + Team Quarterly Review Meeting Process

Simon Reilly | April 12, 2017 | Filed: Vision & Planning

11 Quarterly Review Questions

It’s the time of year to complete your Quarterly Review for yourself and for your team.

I believe that: 

  • When one person in the business family raises their standards, it raises the standards for all members of the business family: the leader, team members and clients
  • Don’t ask anyone to do anything that you are not willing to do yourself

To this end, please click here for: 11 Quarterly Review Questions To Get You On Track + Team Quarterly Review Meeting Process.

Would it be worth having a conversation about what’s working in your business, what’s not, what you should do about it and in what order?

As a way of helping you to meet and exceed your goals for 2017 and beyond, we would like to offer you the following Business Building Blueprint Process:

  • Step 1 – Complete a 30 minute Interview Call with Laura Reilly which will create the foundation for me to give you our version of what’s working, what’s not, what you should do about it and in what order – your personalized Business Building Blueprint 
  • Step 2 – Complete our On-Line Business Building Assessment 
  • Step 3 – Complete a 60 minute Business Building Assessment  / Blueprint Debriefing and again I’ll give you our version of what’s working, what’s not, what you should do about it, in what order + the total investment required time and money and where we believe we could add the most value

At a minimum, I know we can share at least one or two best practises, some of which won’t cost you anything.

What’s the requirement? The only requirements are You:

  • You are committed to making improvements in your business 
  • You understand that most of the time, it requires someone from the outside to:
    • Help to identify the improvements that need to be made 
    • Provide systems to make sustainable improvements 
    • Provide accountability 

Click here to Schedule the Business Building Blueprint Process

Thank you for the opportunity to be of service.

The best and most unexpected outcome of working with Simon was on myself. Within Simon’s coaching program I have become very clear that if I take care of my foundations first, everyone else benefits. I appreciate having an experienced and knowledgeable sounding board with Simon. Someone who is not 100% involved in my day to day to give me sound advice, homework and assignments to continue to strengthen myself and my business. Simon has coached me to get my priorities in place so I don’t fall into the trap of over scheduling, over stressing, and forgetting about the most important things; life, family and myself. I appreciate Simon’s coaching strategy as we move into marketing, planning and staffing discussions. I now realize that I will be approaching them with a solid foundation and clear direction forward to reach my goals and grow my business.

Greg Johnson - Johnson Insurance Bell Plaine IA
Greg Johnson
Johnson Insurance
Bell Plaine IA


About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

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Simon Reilly has written 2499 posts on his blog.


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