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Testimonials from NAIFA Sales Caravan Event, Iowa City, Iowa – November 9, 2010

August 10, 2011 by Simon · Leave a Comment 

“Simon presents a concept and pattern for business that is easy to follow and is just what I needed for 2011.”
Timothy West
Timothy West and Associates

“An energetic, passionate and enthusiastic presentation with information and ideas to help me with more in depth planning using the Roadblocks Scorecard.”
Al Eckhoff
Federated Insurance

“A high energy presentation with lots of good information. It encouraged me to set goals and think about what I do and ‘why’ I do it.”
Deb Roth
Deb Roth Insurance and Investments

“Energetic and positive. Simon presented an inner look at personal motivation and thinking.”
Michael Lanman
Designed Health for Life

“He presented planning ideas and ways to schedule my time.”
Genevieve Frazier
Federated Insurance

“Simon combined humour with professional insight. The presentation made me look in the mirror.”
Barry Johnson
Net Insurance

“I enjoyed your enthusiasm. Learned information on referrals, setting a business plan, goals, journaling and time management. Very interesting speaker.”
Hilary Samples
Halligan McCabe Devries Funeral Home

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”The dates for the One Page Business Plan(TM) Free Webinars are: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

How Can I Find The Right Words For An Effective 1 Minute Elevator Speech?

July 15, 2011 by Simon · Leave a Comment 

The inspiration for this is best sought from your best clients.

One way that you can create the essence for the elevator speech is by asking them:

• What do you like best about working with me?

• What do I do for you that you did not expect?

Another way you can do this is by answering / completing one of these sentences:

• The only thing that people miss about working with an investment advisor is …

• It is quite obvious that people need to ….

• Am I the only one that sees that …

The words for the elevator speech will resonate with you … like the first time that I pre-presented my first Advocis financial advisor speaking presentation to the Advocis Chapter President who gave the green light and said, I have one suggestion; change the title to Clear Your Roadblocks.

For more on this, here is an link to a newsletter that I wrote on this subject.

Speaking With These Esteemed Speakers Advocis Winnipeg Spring Conference

March 23, 2011 by Simon · 1 Comment 

Happy to announce that I am speaking with these esteemed speakers at the Advocis Winnipeg Spring Conference on April 13th, 2011.

Kenneth C. Pope, LL.B TEP
“Disabilities and Estate Planning”
Kenneth Pope has practiced law in Ontario since 1980. He offers specialized support to individuals with disabilities and their families. He is dedicated to providing legal, tax and estate planning services to families in Ontario and across Canada.

Trevor R. Parry M.A. LL.B
“Boomer Retirement: Enhanced Retirement, Tax and Benefit Planning for Entrepreneurs and Incorporated Professionals”
Trevor R. Parry is the Executive Vice President and National Sales Director for Gordon B. Lang & Assoc. Inc. Trevor leads the consulting team across Canada and develops all sales and marketing strategies for the firm.

Jim Ruta
“Indispensable or Irrelevant –The Principles of Excellent Performance”
Jim Ruta is a well known author, consultant and professional speaker with credits around the world. His presentations highlight major programs everywhere including the MDRT Main Platform. His mission is to add more heat to business and re-energize your performance.

Michael Graham
“Where Do We Go From Here? In an Extraordinary ‘New Normal’ World”
Over a career of close to 50 years, Michael Graham held senior research, strategy and sales-support positions at leading Canadian investment firms before switching his focus to the wealth management and investment counseling sides of the industry – currently as president of his own firm, Michael Graham Investment Services (michael@grahamis.ca), in his home city and Canada’s financial capital – Toronto.

Simon Reilly
“Clear Your Roadblocks”
Simon Reilly is an expert business coach, speaker, writer, and values and behaviours analyst.
For more than 15 years, Simon has worked exclusively with successful financial advisors and their teams to achieve sustainable business results.

The Oscar’s Demonstrate That Speaking Is The Winner Over Social Networking

February 28, 2011 by Simon · Leave a Comment 

Based on the following Oscar results from last night’s Academy Awards and the following Financial Advisor Marketing Survey, speaking is the clear winner over social networking.

The King’s Speech

• Best Actor
• Best Director
• Best Picture
• Best Original Screenplay

The Social Network

• Best Adapted Screenplay
• Best Film Editing
• Best Original Score

Honestly, there is no clear winner because one requires both speaking and social networking for marketing success.

 

 

 

 

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

Celebrating My 6th Year Of Blogging & 1790 Blogs!

February 25, 2011 by Simon · Leave a Comment 

Today marks the 6^th Anniversary since I started blogging along with my 1,790^th blog.

When we started out working exclusively within the financial advisor niche we would knock on doors and the reply was; “Who’s Simon Reilly”?

Honestly we couldn’t get a look in past the gate keeper.

I kind of felt like a person that introduced themselves to me at my first Anthony Robbins’ event in 1989 at The 5^th Avenue Theatre in Seattle as a JAFR … Just Another Frigging Realtor.

Back in those days ( 1989 ),  personal development was still the next big thing which was followed by coaching becoming the next big thing in 1994.

The days of “anyone that can fog a mirror can become a coach” are long gone and it takes commitment, consistency, contribution and conviction and drilling deep into a niche market to be seen as a recognized coaching expert through speaking and writing to reach high above the cloud of the competition.

Social media appears to be the next big thing.

I see myself as an accidental social media expert with my social media journey contributing to the financial advisor profession starting in December of 2004 with the launch of our Leading Advisor Website along with my Plan * Play * Profit monthly E-Newsletter followed by the launch of my daily blog in February of 2005.

Six years ago was a long time ago when I had no clue about the social media juggernauts that have turned out to be the big three of LinkedIn, Facebook and Twitter starting in 2002, 2003 and 2006 respectively.

In the early days of our web site, I guess you could say that I was old school adopting “if it is going to be, it is up to me” when I came to realize that while SEO gave me top Google rankings in the following categories, it was not giving me the calls and e-mails that I was expecting; “financial advisor coach”, “financial advisor coaching”, “financial advisor speaker”, financial advisor speaking” and “financial advisor training”.

The financial advisor profession, along with working with high net worth financial clients requires a consultative face to face sales approach and it isn’t going to happen because of your latest Tweet. It is about STP! See The People!

So with “if it is going to be, it is up to me”, I set out six years ago to STP and at the same time offer invitations to my web presence through speaking coast to coast in Canada & the USA at financial advisor conferences and tradeshows.

I’ve spoken at over 170 of the who’s who of financial advisor conferences and tradeshows that include; Advocis, Canada Life, Independent Financial Brokers, Manulife, NAIFA, Pro Seminars, The Million Dollar Round Table, and my speaking schedule for 2010 included speaking main stage for the best of the best including; Great West Life, HUB Financial, London Life and Sun Life.

We contribute by supporting the financial advisor profession as members of Advocis ( The Financial Advisors Association of Canada ) , the IFB ( The Independent Financial Brokers of Canada ) and NAIFA ( The National Association of Insurance and Financial Advisors ).

Along the way I’ve been written about in the Advocis Forum Magazine, Advisor.ca, NAIFA-Iowa’s Monthly Magazine and The Investment Executive. I am currently one of the top ten finalists in Advisor.ca’s ‘Name That Visionary Contest’ as voted on by their readers.

And speaking of writing, social media has helped me to find my speaking voice and my writing voice to publish my first book called, Curing The Unmet Needs Disease, and my second book is ready to be published entitled, Breaking Through The Plateauing Out Syndrome.

So with six years into social media, I am still a novice with having spoken to 15,000 – 20,000 financial advisors that narrows down to a Plan * Play * Profit monthly E-Newsletter readership of about 10%.

Our social media journey continues to improve working with Liz Urichuk as our Social Media Manager  and we look forward to strengthening our relationships with the our web and speaking contacts through FaceBook, LinkedIn and Twitter.

At this stage of drilling deep down into a niche through speaking combined with social media I’m celebrating that we are now knocking on the doors of financial advisor corporates and financial advisors and we are being invited in for a conversation.

Oh yes, there is the odd time that we receive e-mails like this one from Australia, Canada, the UK, and the USA from social media; “I’ve been reading your E-Newsletter and Blog for about a year and a half off and on and I’d like to have a conversation with you.”

After 6 years in social media it is clear to me that the financial advisor profession, not unlike any other profession, requires a consultative sales process that requires face to face and or telephone contact to create the sales.

Don’t fool yourself into thinking that social media is going to replace the consultative face to face and or telephone contact that is required to create the sales in your niche market … social media is just another tool and it is not the next big thing.

What is the next big thing?

There is no next big thing.

Nothing works.

What works is you working what works – STP – spend more time to see the people, versus key the people!

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

Thank You To The Elite Advisor

February 24, 2011 by Simon · Leave a Comment 

The Elite Advisor has brought together an all-star line-up of World Class Coaches that helps financial advisors increase their sales and grow their practice.

We very much appreciate being part of The Elite Advisor and thank you for including our offer for our Free One Page Business Plan Webinars March 16^th & 22^nd.

Free One Page Business Plan Webinars March 16^th & 22^nd – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar and the One Page Business Plan(TM) Webinars! “If you don’t get the words right, you might build the wrong business and may never get the numbers right.” The dates for the One Page Business Plan(TM) Free Webinars are: Wednesday March 16th at 1:00pm EDT Tuesday, March 22ndat 4:15pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business.  It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way!  I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinar:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Wednesday, March 16^th at 1:00pm EDT
• Tuesday, March 22^nd at 4:15pm EDT

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

The Best Advisors Seem To Have The Deepest Scars

February 23, 2011 by Simon · Leave a Comment 

They say that wisdom enters through the wound and the core of the passion to serve is based on life experience both positive and negative and the best advisors seem to have the deepest scars.

The life experience equipped them with the knowledge and the skills to pass onto other people to help them move forward.

This experience gives one something interesting to stand up and say rather than;

Hi, I’m Joe Advisor and I sell investment products and life insurance.

They use what has happened to them both personally and professionally, good and bad and use it as a catalyst to pass their experience and passion onto other people.

Here is an outstanding example of a Parable from Rod Tyler of Tyler & Associates in Regina, SK.

My Graduate Degree – by Rod Tyler

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

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