Leading Advisor's September 2008 Speaking Update

Leading Advisor’s September 2008 Speaking Update

This Broadcast includes the following updates:

Links to Booklets/Transcriptions
Links to Audio/PowerPoints
Our Latest Speaking Testimonials from…

“Removing Your Roadblocks”
“How to Thrive In a Recession”

From Simon Reilly’s recent presentations to:

Advocis - Calgary
Canada Life - Toronto
London Life / Freedom 55 – Nanaimo
The Independent Financial Brokers - Toronto

"Simon is a freebie marketing genius. His presentation is loaded with content."
Kate McCaffery, Practice Management Editor, Advisor.ca, Toronto, ON

“Your presentation was the best of the entire Toronto Spring Summit.”

Rachel Valliere
Taylor Financial
rachel.valliere @ sympatico.ca

“High energy speaker. He provided the answers to my personal issues affecting my business.”

Larry Gilks
Freedom 55 Financial
larry.gilks @ rogers.com

"You break down the negatives of the business, and you really made me think about my business."

Rick Van Allen
Freedom 55 Financial
rick.vanallen @ freedom55financial.com

"The Removing Your Roadblocks To Success Presentation invited the audience to look at the key areas of their business causing them to do a self evaluation on their own practice and understand the roadblocks that stop them from going to the next level. Simon brought forward and instilled a level of excitement and enthusiasm about financial services which our industry may have gotten away from through the education process which can sometimes get too heavily into the technical side on products. His presentation was refreshing and was a great way to end our Educational Event."

Neil Kellock
neil_kellock @ canadalife.com
Regional Marketing Consultant
Ontario Regional Marketing Centre
Canada Life
Toronto, Ontario

“We were able to get so much more out of his presentation because he took the time to engage the audience. He understands our needs. Good Job! I now understand how human psychology has an impact on the financial services professional.”

Eldean Dickenson, Wheatfield Financial Group, wheatfieldfinancial @ yahoo.ca

“Insightful and very current information. Simon is a very engaging speaker with great examples. He held my attention the whole time.”

Michael Brattman, Cowan Insurance Brokers, michael.brattman @ cowangroup.ca

Click these links to access:

"Good, clear, and lively."
Al Emid, Senior Journalist, Toronto Bureau, The Insurance Journal, Toronto, ON

"Removing Your Roadblocks drew the largest crowd and was the most engaging lunch and learn presented by the Calgary chapter so far in 2008. We didn’t receive one negative comment. Simon brought enthusiasm to the presentation right from the get go, causing the audience to immediately look up from their lunch because there was something that was really going on.

The presentation addressed how to leverage the advisor's time and challenged the audience to determine whether they were busy doing $20 & $25 per hour work. This really resonated with people and caused them to ask themselves whether they were choosing to really invest in their business or just sit and be frustrated with the paperwork. We can all be busy just being busy. But Simon spoke about the need for prioritization, being leaders and making a positive impact on both our clientele and staff. The presentation also addressed succession planning for the financial advisor. The reality is that it doesn’t make sense for financial advisors to talk to their clients and prospects about succession planning and then not practice what they preach.

Simon really caused the audience to look at the emotional side of their business and to understand that in times of change the best get better and the worst disappear."

Jeff Dyck
jdyck @ ppi.ca
Advocis Calgary Program Chair
( 2008 )
PPI Financial Group
Calgary, AB

“Great knowledge of topic. Speed of presentation, interaction between the speaker and the audience was great. A riveting presentation. Truly an awakening experience.”

Patsy Clyke
Group Services Insurance Brokers
patsyc @ medipac.com

“I like everything in the presentation especially the marketing aspect. It is so helpful in my business. I didn’t expect that by attending this presentation, I will get the free e-newsletter.”

Marilou Gelacio
360° Financial
marigel @ yahoo.ca

“Pertinent quotes. This is the second time I have seen you speak. You have interested me enough to see the ‘Removing Your Roadblocks’ presentation again.”

Joe D’Aurizio
Dundee Private Investors
jdaurizio @ dpii.ca

“Your passion and conviction for what you stand up to fight to make our profession better, is outstanding. I really enjoyed your material on the complete list of building a foundation for your business.”

Kevin Cahill
Kevin Cahill Financial Services Inc.
kevin @ cahillfinancial.ca

“I was inspired. Knowledge about myself and what is preventing me from asking for referrals.”

David Moore
John Moore Insurance Broker Limited dmoore @ excalibur-insurance.ca

“Made me get a positive outlook about the future of the financial services business. You have always been excellent every time I see you, so there was no reason for me to not expect the best.”

Nelson D’Silva, Advent Financial, ndsilva @ adventfg.com

“So many excellent concepts to reflect and then act on. Very interesting, your concept of unmet needs and how this affects how one works in the business.”

Robert Robinet , Robinet Financial Services Inc., robert_robinet @ rfs.ca

"Simon clearly has a lot of enthusiasm and passion for what he does and he shares this through his presentation style. His Removing Your Roadblocks Presentation is loaded with a lot of information on increasing your business and whets your appetite for more. Simon’s presentation was part of our Spring 2008 Campaign Kick Off and one of our financial advisors commented, 'it was the best campaign kick off that we have ever had”.

Graham Calder
graham.calder @ freedom55financial.com
Director, Business Development
London Life/Freedom 55
Nanaimo, BC

We would love to assist you in making your event a success.
If you would like to book SImon for your next conference or educational day, contact
Laura Reilly @ lreilly@leadingadvisor.com 1 877 248-6012