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Leading Advisor Inc.

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Clear * Plan * Practice

Are you successful, with 10 years of experience or more, yet consumed with the cumulative demands of clients, sales and personnel? Are you challenged by market-driven changes in profitability, niche marketing and service requirements?

… which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working and by a lack of enthusiasm for your business.

We offer the Clear * Plan * Practice™ Coaching Program for financial and investment advisors that has been proven to clear the roadblocks that are holding most financial and investment advisors back.

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Clear Your Roadblocks To Success Financial Advisor Surveys reveal the following statistics;
• 80% of Financial Advisors have no detailed written Vision or Business Plan
• 88% of Financial Advisors are not asking for Referrals
• 25% of Financial Advisors over 63 years of have no Succession Plan
• 49% of Financial Advisors are not very satisfied
• 40% of Financial Advisors are unsatisfied

In a world where there is a notion that “money buys you happiness”, therefore working in the financial advisor profession would equally make you happy and inspire you to take action to meet and exceed your goals, one has to ask “WHY” these survey results are happening.

Simon Reilly’s Clear Your Roadblocks To Success will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks To Success to enable you to;

• Build a Vision for the Future
• Write a Business Plan, Strategies and Systems
• Improve your Financial Controls
• Build and Lead a Championship Team
• Develop Marketing and Sales Skills
• Brand Yourself and Define a Niche Market
• Focus on Client & Product Specialization
• Create “Wow” Customer Service
• Maintain Balance between Work, Rest & Play Read more >
Sep 15 2011
55 mins

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  • Financial Advisor Surveys reveal the following statistics;
    • 80% of Financial Advisors have no detailed written Vision or Business Plan
    • 88% of Financial Advisors are not asking for Referrals
    • 25% of Financial Advisors over 63 years of have no Succession Plan
    • 49% of Financial Advisors are not very satisfied
    • 40% of Financial Advisors are unsatisfied

    In a world where there is a notion that “money buys you happiness”, therefore working in the financial advisor profession would equally make you happy and inspire you to take action to meet and exceed your goals, one has to ask “WHY” these survey results are happening.

    Simon Reilly’s Clear Your Roadblocks To Success will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks To Success to enable you to;

    • Build a Vision for the Future
    • Write a Business Plan, Strategies and Systems
    • Improve your Financial Controls
    • Build and Lead a Championship Team
    • Develop Marketing and Sales Skills
    • Brand Yourself and Define a Niche Market
    • Focus on Client & Product Specialization
    • Create “Wow” Customer Service
    • Maintain Balance between Work, Rest & Play
    Read more >

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