Leading Advisor Financial Advisor Coaching

12 Questions & Answers To Create Our New Unique Selling / Value Proposition – Part 2

Simon Reilly | July 11, 2018 | Filed: Marketing

While I’m off the road for 113 days (June 1 – September 11), this summer’s Buffers Weeks in June, July and August are being invested in learning, creating and writing an online course, complete with marketing and technology to deliver the course.

So to find the time for the above, I’m limiting the amount of my blogging time until September. To fill in the blogging gap, I’m sharing some of the work that we are doing as we write the online course.

Here are 12 Questions that we are answering from our client research along with unedited Answers to the first three questions, to help us clarify our Unique Selling / Value Proposition potion.

  1. What topics are we always asked about?
  2. What are the most common questions we get?
  3. List three (3) key differentiators that make our course unique.
  4. What are the (3) key assets of our course (unique characteristics)?
  5. What’s the big idea (the hook) that we can offer? / What’s the value hook? (i.e. are you saving people… Time? Money? Overwhelm?)
  6. What are the benefits of our course (both functional and emotional)?
  7. What are the problems we are solving AND/OR ambitions we are helping?
  8. What’s the problem and how are we going to solve it? / What is our solution?
  9. What will be the payoff of doing our course?
  10. Who is our course for?
  11. Who is our course NOT for?
  12. Complete the following based on your research and the following example; Wouldn’t it be great if…


1. What topics are we always asked about?


  • create a step-by-step roadmap to where you want to go
  • written vision for business and personal
  • business plan
  • managing boundaries in and out of the business
  • prioritizing your health
  • obtaining financial security
  • get organized and stay organized
  • time management
  • leadership
  • delegation
  • staffing
  • team building
  • properly train, lead and manage a highly functioning team
  • how to hire an assistant or more team members
  • succession planning process
  • creating standards that are followed company wide
  • communication skills with your clients to understand their needs
  • improving client retention
  • family run business issues
  • create systems for everything
  • prioritizing
  • dealing with distractions
  • procrastination
  • stop the cycle of putting out fires
  • asking for referrals
  • client closing process
  • client engagement process
  • marketing


  • achieve constant inspiration
  • lack of inspiration
  • aggravation
  • fear
  • inconsistency
  • lack of efficiency
  • lack of confidence
  • lack of focus
  • lack of motivation
  • overcoming the plateau syndrome
  • boredom
  • impatience
  • overwhelm
  • distraction
  • eliminate stress
  • overcoming self-sabotage
  • overcoming the feeling of dread
  • business relationships
  • family issues and how they impact business
  • health (mental and physical)
  • fun
  • desire for balance
  • desire for freedom
  • desire for happiness

2. What are the most common questions we get?


  • How do I manage a family run business?
  • How do I launch and close offices/practices?
  • How do I train my client?
  • How do I put systems in place?
  • How do I create a better website – marketing?
  • How do I reach quotas?
  • How do I communicate better with my team?
  • How do I find, maintain, and build speaking engagements?
  • How do I complete the One Page Business Plan?
  • How do I network with higher end women/men?
  • How do I schedule in time to think?
  • How do I research my competition?
  • How do I complete a marketing plan?
  • How do I network?
  • How do I come up with a 5-year vision?
  • How do I plan a full year?
  • How do I avoid/prevent burnout?
  • How do I ensure financial growth?
  • How do I remove the blocks of following up and obtaining solid referrals?
  • How do I gain laser-like focus?
  • How do I get over: ‘It’s just easier to do it myself’?
  • How do I stop working in the business and start working on it?
  • How do I help more people and make a difference?
  • How do I grow my business?
  • How do I motivate myself out of this rut?
  • How do I learn to delegate?
  • how to grow the business/increase revenue
  • how to hire/manage/delegate to the team
  • how to create a realistic plan for the future and implement it
  • How do I set clear boundaries
  • How do I build a solid team
  • How do I become a better leader
  • How to I create a vision and business plan
  • How do I better manage my time
  • How do I conduct review meetings with my team
  • How do I create a cash flow analysis/spreadsheet


  • How can I get out of overwhelm?
  • How can I obtain support and encouragement from management?
  • How can I be clearer with my team?
  • How can I align with others?
  • How do I deal with disappointments?
  • How do I make my health and well-being a priority?
  • How do my past family issues/relationships impact my life today?
  • How can I succeed in business and still be authentic and enjoy myself?
  • How to stay focused
  • How to stay motivated and consistent
  • How to work through self-doubt
  • What do you mean by values
  • What are my values
  • What do my values mean to me, my business, and the people around me
  • Will my values change how I interact with others
  • How do I work smarter, not harder
  • How do I ask for referrals
  • How do I create sustainable long term growth
  • How do I create healthy habits
  • How do I re-inspire my business
  • How do I change/improve my attitude
  • How do I attract more business

3. List three (3) key differentiators that make our course unique.


  • Holistic approach
  • Holds you accountable to actually get the work done
  • Break down your responsibilities and put them into an achievable perspective
  • Clean Sweep
  • The experience that Simon brings to the program
  • Accountability
  • End of year goals
  • You provide one-on-one personal coaching with a set course structure instead of wining it for each client and waiting for a random breakthrough.
  • Your approach is not aggressive or pushy, but still firm and gently challenging – more suited to the way the world is wanting to “work” today.
  • You form a “team” with the person, so they feel they have someone working together with them on a project: their personal improvement = business success = personal happiness.
  • Attention to science-backed information on the brain and how it responds to the environment
  • Focus on a one-page business plan
  • Attention to specific behaviors unique to advisors


  • Unique to life, faith and beliefs vs being secular
  • Embrace growth at your own pace
  • Creates the space to make your mark on the world
  • Clearing Process
  • Behavior Assessments
  • Continuous self-improvement
  • Review current disposition and attitude
  • Focus on respecting yourself
  • Strengthen beliefs
  • You don’t make huge, unattainable promises
  • You don’t expect everyone to fit inside a certain “box” of behaviors to get to happiness
  • You are addressing the spiritual/emotional aspects and how it relates to their business today.
  • Focus on detailed personality characteristics in relation to how a client thinks, acts, and communicates
  • Integrates identifying unmet needs and works to resolve these to reach business and professional success
  • Uncover belief patterns that need to be modified
  • The Leading Advisor program is about discovering WHY you do what you do
  • It’s about discovering one’s Values, and understanding what that means
  • Leading Advisor is more about the person than the business; when the person grows, the growth of the business follows
  • Leading Advisor is about inspiration rather than motivation
  • Leading Advisor is based on an individual’s unique values
  • Leading Advisor zeros in on how you think, act and accomplish success
  • Simon’s intuition – zeroing in on the issues and providing solutions

 Taylor Koester
Taylor KoesterDesjardins Financial Security
Edmonton, AB
The Leading Advisor coaching program has changed the dynamic of our family run business. On the suggestion of my Dad, who has had much success with the coaching program, I decided to seek the coaching opportunity myself, with the vision in mind of strengthening myself, my business and our communication as a family in business. What I didn’t expect was how much of the work and success of the program really hinged on me focusing on working on myself from the inside out. Learning and applying this focus has paid off tremendously, both in our business as well as in my relationships with others. As we all know, there are always certain areas we can improve upon and we are constantly learning how to do so. Working with the Leading Advisor Team, their system, and their accountability has given me the opportunity to do the work resulting is fantastic results in all areas of my life.

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 2527 posts on his blog.


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