Leading Advisor – Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Wed, 05 Nov 2025 02:59:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://labackup.vanislandweb.com/wp-content/uploads/2019/08/icon.fw_-150x150.png Leading Advisor – Simon Reilly https://labackup.vanislandweb.com 32 32 The Quiet Shift That Changes Everything https://labackup.vanislandweb.com/the-quiet-shift-that-changes-everything/ Wed, 05 Nov 2025 15:00:00 +0000 https://leadingadvisor.com/?p=29749 We live in an age overflowing with advancement — smarter technology, faster communication, and more data than we can possibly absorb. Yet for many leaders,…

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]]> Hidden Energy Patterns That Derail Teams https://labackup.vanislandweb.com/hidden-energy-patterns-that-derail-teams/ Wed, 29 Oct 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29746 What holds teams back isn’t a lack of skill—it’s energy. Beneath every missed follow-up, vague commitment, or strained conversation lies an unseen emotional exchange that…

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]]> How Leaders Can Keep Their Teams Focused on What Matters https://labackup.vanislandweb.com/how-leaders-can-keep-their-teams-focused-on-what-matters/ Wed, 22 Oct 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29742 Agency owners, MGAs, managers, and regional leaders are looking to understand why, despite their best recommendations and training, their teams aren’t following through consistently —…

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]]> The Leadership Transition: Evolving from Salesperson to Consultant, to CEO, to Successor https://labackup.vanislandweb.com/the-leadership-transition-evolving-from-salesperson-to-consultant-to-ceo-to-successor%ef%bf%bc/ Wed, 15 Oct 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29739 I’m feeling fortunate to present the following at the Advocis South Saskatchewan Fall PD Day & AGM on October 16, 2025: “The Leadership Transition: Evolving…

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]]> Why Your Associate Advisor Might Be Doing Less Than Expected—and How to Fix It https://labackup.vanislandweb.com/why-your-associate-advisor-might-be-doing-less-than-expected-and-how-to-fix-it%ef%bf%bc/ Wed, 08 Oct 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29735 Why is it that you bring on an associate advisor, lay out their contract and expectations clearly, and yet, after some time, you feel they’re…

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]]> Are You Using AI as a Tool — or Is It Using You? https://labackup.vanislandweb.com/are-you-using-ai-as-a-tool-or-is-it-using-you/ Wed, 01 Oct 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29731 Over the last year, I’ve been using ChatGPT, Claude, and Perplexity almost daily. These tools have helped me write and refine over a thousand words…

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]]> If Clients Have ChatGPT, Then Why Do They Need a Financial Advisor? https://labackup.vanislandweb.com/if-clients-have-chatgpt-then-why-do-they-need-a-financial-advisor/ Wed, 24 Sep 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29723 I must be 50,000 words into writing articles, blueprints, checklists, diagnostics, frameworks, guides, playbooks, and worksheets for a new website that is nearing completion. Writing…

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]]> Are You Leading Your Agency—or Just Managing Its Problems? https://labackup.vanislandweb.com/are-you-leading-your-agency-or-just-managing-its-problems/ Wed, 17 Sep 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29720 In the world of financial services, vision is abundant. Agency owners dream of building scalable businesses, serving more clients with excellence, and ultimately creating a…

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]]> Is Your Succession Plan Protecting Your Legacy — or Just Pushing Paper? https://labackup.vanislandweb.com/%ef%bf%bcis-your-succession-plan-protecting-your-legacy-or-just-pushing-paper/ Wed, 10 Sep 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29716 Succession is more than timelines and paperwork. It’s an intentional process of meaning, mentoring, and letting go. For many financial advisors and agency leaders, succession…

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]]> Is Mystification the Hidden Force Behind Repeated Mistakes in Your Team? https://labackup.vanislandweb.com/is-mystification-the-hidden-force-behind-repeated-mistakes-in-your-team/ Wed, 03 Sep 2025 14:00:00 +0000 https://leadingadvisor.com/?p=29713 As a Fractional COO working with financial advisory firms and agencies, one of the most common frustrations I hear from leaders is this: “Why do…

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