investment advisor blog Archives - Leading Advisor - Simon Reilly

What Might Advisors Learn About HNW Marketing From FaceBook’s IPO?

Simon Reilly — Tue, 22 May 2012 10:00:50 +0000

These cut and paste points from Michael Hiltzik’s May 18, 2012 “Facebook’s Epic Fail – Maybe the dumb money wasn’t so dumb this time” article…

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My Visual Loftier Goals

Simon Reilly — Thu, 05 Apr 2012 11:00:45 +0000

I blogged my Loftier Goals on February 22, 2012 and as today is my birthday, I thought that I would repost my Loftier Goals along…

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7 Tips To Handle Your Client Notes After Your Client Meetings

Simon Reilly — Mon, 20 Feb 2012 11:00:14 +0000

The following post was on ForAdvisorsOnly the week of February 13th, 2012 and here is my reply. ForAdvisorsOnly Post We have tried several methods of…

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Here’s A Reason That It Is Cool To Be An Insurance Salesperson

Simon Reilly — Mon, 29 Aug 2011 13:00:52 +0000

Laura and I watched the comedy movie ‘Cedar Rapids’ partly because it is about an insurance agent who is sent to Cedar Rapids, Iowa to…

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A CE Accreditation Song

Simon Reilly — Mon, 08 Aug 2011 13:00:18 +0000

I just did a search on my computer for documents that related to CE Credits and I ran across this A CE Accreditation Song blog…

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Shelley Streit Of Guiding Light Financial Has Vision, Brand, Fee For Service & Is Making A Difference

Simon Reilly — Wed, 20 Jul 2011 12:00:52 +0000

Here is a great example of an advisor that has created a vision, brand, charging a fee for service and who is making a difference…

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How Much Social Media Signal Am I Putting Out Versus Social Media Noise?

Simon Reilly — Mon, 18 Jul 2011 13:00:10 +0000

According to Wikipedia, Signal-to-noise ratio (often abbreviated SNR or S/N) is a measure used in science and engineering to quantify how much a signal has…

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Neil Menzies Of Arbutus Financial Is Leading The Way With Technology

Simon Reilly — Thu, 23 Jun 2011 13:00:00 +0000

This is an article that Neil Menzies of Arbutus Financial wrote for Manulife’s eDialogue monthly. Flash forward to 2011 and Neil has a flourishing business…

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Drive – The Surprising Truth About What Motivates Us – “Flow Test”

Simon Reilly — Mon, 20 Jun 2011 13:00:12 +0000

I’ve been reading Daniel H. Pinks new book called Drive – The Surprising Truth About What Motivates Us and I am really enjoying it and…

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Financial First Aid for Canadian Investors

Simon Reilly — Fri, 06 May 2011 13:00:14 +0000

I felt very fortunate to have seen Michael Graham speak at the Advocis Winnipeg Spring Conference on April 13th, 2011. Michael’s presentation was fascinating providing…

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