Clear Your Roadblocks To Success

Simon Reilly, Leading Advisor Inc.
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
Sep 15 2011
55 mins
Clear Your Roadblocks To Success
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Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

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  • Live at: Sep 15 2011 6:00 pm
  • Presented by: Simon Reilly, Leading Advisor Inc.
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