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Leading Advisor Inc.

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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

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