This week, I experienced something both mundane and extraordinary. I was working through the final stages of a complex hiring decision — on a Friday,…

Leading Advisor Simon Reilly

12.06.2025

Feeling Drained After Client Meetings? Understand Why and Reset Your Rhythm - Leading Advisor - Simon Reilly

It’s May 30, 2025, and the end of another emotionally and physically exhausting week—one of those focused coaching weeks filled with a dozen or so…

Leading Advisor Simon Reilly

05.06.2025

Are AI Notetakers like otter compliant for Financial Services? - Leading Advisor - Simon Reilly

A Look into the Future of Transcription in Our Industry Over several years, I’ve been using Otter.ai in conjunction with Zoom as a reliable AI…

Leading Advisor Simon Reilly

29.05.2025

How One Simple Communication Audit Can Transform Team Dynamics - Leading Advisor - Simon Reilly

As a Fractional Chief Operating Officer, I’ve seen firsthand how even the most talented team members can find themselves stuck — not because they lack…

Leading Advisor Simon Reilly

22.05.2025

Your Business Is a Mirror: What AI—and Awareness—Reveal About Your Leadership - Leading Advisor - Simon Reilly

The more I use AI in my work—from ChatGPT to Otter to automation dashboards—the more I realize something uncanny: These tools don’t just speed us…

Leading Advisor Simon Reilly

15.05.2025

Beyond Burnout Reclaiming Time, Energy, and Meaning in Financial Leadership - Leading Advisor - Simon Reilly

After three decades of walking alongside financial advisors and agency founders, I’ve noticed something the industry rarely talks about: burnout isn’t always obvious. It doesn’t…

Leading Advisor Simon Reilly

08.05.2025

How I Shared the Spotlight with Mark Carney, Canada’s 24th Prime Minister - Leading Advisor - Simon Reilly

In 2011, I found myself sharing the spotlight with none other than Mark Carney—then Governor of the Bank of Canada, and now Canada’s 24th Prime…

Leading Advisor Simon Reilly

01.05.2025

The 5th Phase of Retirement When Work Is Purpose, Not a Prison - Leading Advisor - Simon Reilly

Laura is always pointing out interesting articles and videos for me to read and watch, and recently I watched Dr. Riley Moynes’ TEDx talk on…

Leading Advisor Simon Reilly

24.04.2025

Why This is the Year for #NAIFA Members to Lead With Purpose and Precision - Leading Advisor - Simon Reilly

More than a decade after delivering the keynote at the 2014 NAIFA Montana State Conference, I’m honored to return as a featured speaker at the…

Leading Advisor Simon Reilly

17.04.2025

Are You Aware Of The Most Important Trend In AI? - Leading Advisor - Simon Reilly

As I reflect on my AI journey over the past year or so—both with my clients and in my own work with tools like ChatGPT,…

Leading Advisor Simon Reilly

10.04.2025

How Do You Navigate the Awkward Middle to Find New Beginnings? - Leading Advisor - Simon Reilly

The “awkward middle” of transition is where growth happens. It’s the phase where you’re no longer where you were, but not yet where you want…

Leading Advisor Simon Reilly

03.04.2025

Is Your Mindset Regenerative or Regressive During Change? - Leading Advisor - Simon Reilly

Your mindset influences every aspect of your life and business. Are you cultivating a regenerative approach that fosters growth, or are you holding on to…

Leading Advisor Simon Reilly

27.03.2025

What Are the 6 P’s of Transition—And How Do They Apply to You? - Leading Advisor - Simon Reilly

Transitions are rarely simple or one-dimensional. They often involve overlapping areas of life that require careful navigation and intentional action. The 6 P’s of transition—Personal,…

Leading Advisor Simon Reilly

20.03.2025

Are You Killing Your Flow with These Common Self-Interruptions? - Leading Advisor - Simon Reilly

Financial advisors thrive on focus and productivity, but common self-interruptions can derail even the best plans. These interruptions, often unintentional, can limit your ability to…

Leading Advisor Simon Reilly

13.03.2025

How Can You Celebrate Success While Planning for the Next Transition? - Leading Advisor - Simon Reilly

Success is worth celebrating, but it’s not the final destination. As a financial advisor, you guide clients through this balance—but how well do you manage…

Leading Advisor Simon Reilly

06.03.2025

Are You Ready to Take Flight Toward New Beginnings? - Leading Advisor - Simon Reilly

As a financial advisor, you help clients prepare for new chapters in their lives—retirement, starting a business, or pursuing a passion project. But what about…

Leading Advisor Simon Reilly

27.02.2025

How Do You Lead Clients Through Their Emotional Baths? - Leading Advisor - Simon Reilly

As a financial advisor, your role extends beyond managing investments and crafting financial plans—you often become a guide through the emotional turbulence your clients face…

Leading Advisor Simon Reilly

20.02.2025

How Can Financial Advisors Sustain Flow During Economic Transitions? - Leading Advisor - Simon Reilly

The world of financial advising is rife with interruptions—market shifts, client concerns, and industry changes can disrupt your focus and derail your productivity. But maintaining…

Leading Advisor Simon Reilly

19.02.2025

Are You Stuck in the Messy Middle of Transition? - Leading Advisor - Simon Reilly

Change doesn’t happen in a straight line. Instead, it often involves a period of uncertainty and discomfort known as the “messy middle.” This phase is…

Leading Advisor Simon Reilly

19.02.2025

What's the Key Difference Between Change and Transition? - Leading Advisor - Simon Reilly

Financial advisors are navigating an era of unprecedented change, from economic fluctuations to evolving client expectations. But while change is often discussed in the context…

Leading Advisor Simon Reilly

30.01.2025

These Times Are A Changin - Leading Advisor - Simon Reilly

Financial advisors and their clients are going to experience the effects of change one thousandfold. No matter what side of the aisle or the border…

Leading Advisor Simon Reilly

23.01.2025

Is Hiring an Omnivert Coach the Key to Transforming Your Business? - Leading Advisor - Simon Reilly

Have you ever felt like you needed someone who could not only guide you through strategic decisions but also help you uncover hidden opportunities and…

Leading Advisor Simon Reilly

16.01.2025

How Can Combining COO Expertise with Transformational Coaching Revolutionize Your Business? - Leading Advisor - Simon Reilly

Have you ever wondered how pairing operational expertise with transformational coaching could redefine your business success? What if you could simultaneously tackle strategic planning, operational…

Leading Advisor Simon Reilly

10.01.2025

Hiring with Confidence: Your Roadmap to Building the Perfect Team in 2025 - Leading Advisor - Simon Reilly

As we approach the end of our blog series, I want to focus on a challenge that many business owners face—hiring the right people. Whether…

Leading Advisor Simon Reilly

03.01.2025

Unlocking the Power of Vision: Partnering with a Fractional COO - Leading Advisor - Simon Reilly

As we continue exploring the steps to create a successful 2025, I’d like to share how working with a Fractional Chief Operating Officer (FCOO) can…

Leading Advisor Simon Reilly

27.12.2024

Are the same barriers to providing comprehensive financial planning blocking your 2025 vision? - Leading Advisor - Simon Reilly

As we approach 2025, it’s a perfect time to reflect on the roadblocks holding you back. If you’re a financial advisor or life insurance agent,…

Leading Advisor Simon Reilly

19.12.2024

Transform Knowledge into Understanding: The Foundation of your 2025 Vision - Leading Advisor - Simon Reilly

In my recent blog, Chart Your Success for the New Year: Let’s Talk Strategy, we explored the importance of reflecting on your vision for the…

Leading Advisor Simon Reilly

12.12.2024

Chart Your Success for the New Year: Let’s Talk Strategy - Leading Advisor - Simon Reilly

As the year draws to a close, it’s natural to reflect on what’s been accomplished and set the stage for what’s to come. Now is…

Leading Advisor Simon Reilly

05.12.2024

Who Shapes Your Financial Mindset in a World of Change? - Leading Advisor - Simon Reilly

As a financial advisor or life insurance agent, you’re driven to excel—whether it’s expanding your book of business, deepening client relationships, or achieving MDRT-level production.…

Leading Advisor Simon Reilly

28.11.2024

Is the Shame of Selling Preventing Clients from Getting the Protection They Need? - Leading Advisor - Simon Reilly

Life insurance professionals often face emotional and psychological challenges that can make connecting with clients difficult. The Shame of Selling can create barriers that prevent…

Leading Advisor Simon Reilly

21.11.2024

2024 Campaign Success Strategies: Business and Marketing Lessons - Leading Advisor - Simon Reilly

In today’s fast-paced world, professionals in all fields—coaches, consultants, financial advisors, life insurance agents, and marketers—can learn a great deal from effective campaign strategies. By…

Leading Advisor Simon Reilly

14.11.2024

Are You Overcoming the Common Fears of Selling Life Insurance? - Leading Advisor - Simon Reilly

Financial advisors fear life insurance more than their clients because of avoidance behaviors, cultural or family beliefs, fear of rejection, and self-worth issues, which they…

Leading Advisor Simon Reilly

08.11.2024

Why Is Life Insurance Overlooked in Comprehensive Financial Planning? - Leading Advisor - Simon Reilly

There are approximately 108,000 life insurance agents in Canada at last count, and last year, 589,000 life insurance policies were sold. That is just an…

Leading Advisor Simon Reilly

31.10.2024

Is Shame of Selling Hurting Your Financial Planning Business? - Leading Advisor - Simon Reilly

What is the “Shame of Selling” and how does it affect your financial planning business? What are the signs you might be experiencing it, and…

Leading Advisor Simon Reilly

24.10.2024

Secure a Smooth Succession: Get Your Free Guide Now! - Leading Advisor - Simon Reilly

Over the last three decades, I have worked with financial advisors on preventing succession plan bloodbaths in different succession scenarios. These include Outside Successors, Family…

Leading Advisor Simon Reilly

17.10.2024

10 Trends Shaping the Future of Client Success and Practice Growth - Leading Advisor - Simon Reilly

I’m excited to share some key Financial Advisor Trends that I’ve been actively discussing and implementing with our clients and will write about in the…

Leading Advisor Simon Reilly

10.10.2024

How to Overcome Succession Sabotage and Ensure a Smooth Leadership Transition - Leading Advisor - Simon Reilly

Succession is a pivotal moment in any organization’s life cycle, especially when it involves the transition of leadership. However, these transitions are often fraught with…

Leading Advisor Simon Reilly

03.10.2024

How To Balance Succession Planning With Tradition And Innovation In A New Era - Leading Advisor - Simon Reilly

The founder built the firm from the ground up, focusing on personalized client relationships and a hands-on approach to leadership. They are known for their…

Leading Advisor Simon Reilly

19.09.2024

Overcoming The Shame Of Succession - Leading Advisor - Simon Reilly

Overcoming the Shame of Succession: Navigating Identity, Legacy, and Emotional Challenges in Leadership Transitions Leadership transitions, particularly in family-owned businesses or founder-led organizations, often bring…

home›Leading Advisor Simon Reilly›Economy

Leading Advisor Simon Reilly - Economy

Always There: In Loving Memory of Helen Mallett / Gunter-Smith￼ - Leading Advisor - Simon Reilly

What Happens When a Tired Mind Meets a Thinking Machine?￼ - Leading Advisor - Simon Reilly

Feeling Drained After Client Meetings? Understand Why and Reset Your Rhythm - Leading Advisor - Simon Reilly

Are AI Notetakers like otter compliant for Financial Services? - Leading Advisor - Simon Reilly

How One Simple Communication Audit Can Transform Team Dynamics - Leading Advisor - Simon Reilly

Your Business Is a Mirror: What AI—and Awareness—Reveal About Your Leadership￼ - Leading Advisor - Simon Reilly

Beyond Burnout Reclaiming Time, Energy, and Meaning in Financial Leadership￼ - Leading Advisor - Simon Reilly

How I Shared the Spotlight with Mark Carney, Canada’s 24th Prime Minister￼ - Leading Advisor - Simon Reilly

The 5th Phase of Retirement When Work Is Purpose, Not a Prison￼ - Leading Advisor - Simon Reilly

Why This is the Year for #NAIFA Members to Lead With Purpose and Precision - Leading Advisor - Simon Reilly

Are You Aware Of The Most Important Trend In AI? - Leading Advisor - Simon Reilly

How Do You Navigate the Awkward Middle to Find New Beginnings?￼ - Leading Advisor - Simon Reilly

Is Your Mindset Regenerative or Regressive During Change?￼ - Leading Advisor - Simon Reilly

What Are the 6 P’s of Transition—And How Do They Apply to You? - Leading Advisor - Simon Reilly

Are You Killing Your Flow with These Common Self-Interruptions?￼ - Leading Advisor - Simon Reilly

How Can You Celebrate Success While Planning for the Next Transition? - Leading Advisor - Simon Reilly

Are You Ready to Take Flight Toward New Beginnings? - Leading Advisor - Simon Reilly

How Do You Lead Clients Through Their Emotional Baths? - Leading Advisor - Simon Reilly

How Can Financial Advisors Sustain Flow During Economic Transitions?￼ - Leading Advisor - Simon Reilly

Are You Stuck in the Messy Middle of Transition?￼ - Leading Advisor - Simon Reilly

What's the Key Difference Between Change and Transition? - Leading Advisor - Simon Reilly

These Times Are A Changin - Leading Advisor - Simon Reilly

Is Hiring an Omnivert Coach the Key to Transforming Your Business?￼ - Leading Advisor - Simon Reilly

How Can Combining COO Expertise with Transformational Coaching Revolutionize Your Business? - Leading Advisor - Simon Reilly

Hiring with Confidence: Your Roadmap to Building the Perfect Team in 2025 - Leading Advisor - Simon Reilly

Unlocking the Power of Vision: Partnering with a Fractional COO - Leading Advisor - Simon Reilly

Are the same barriers to providing comprehensive financial planning blocking your 2025 vision? - Leading Advisor - Simon Reilly

Transform Knowledge into Understanding: The Foundation of your 2025 Vision - Leading Advisor - Simon Reilly

Chart Your Success for the New Year: Let’s Talk Strategy - Leading Advisor - Simon Reilly

Who Shapes Your Financial Mindset in a World of Change? - Leading Advisor - Simon Reilly

Is the Shame of Selling Preventing Clients from Getting the Protection They Need?￼ - Leading Advisor - Simon Reilly

2024 Campaign Success Strategies: Business and Marketing Lessons - Leading Advisor - Simon Reilly

Are You Overcoming the Common Fears of Selling Life Insurance? - Leading Advisor - Simon Reilly

Why Is Life Insurance Overlooked in Comprehensive Financial Planning?￼ - Leading Advisor - Simon Reilly

Is Shame of Selling Hurting Your Financial Planning Business? - Leading Advisor - Simon Reilly

Secure a Smooth Succession: Get Your Free Guide Now! - Leading Advisor - Simon Reilly

10 Trends Shaping the Future of Client Success and Practice Growth - Leading Advisor - Simon Reilly

How to Overcome Succession Sabotage and Ensure a Smooth Leadership Transition - Leading Advisor - Simon Reilly

How To Balance Succession Planning With Tradition And Innovation In A New Era - Leading Advisor - Simon Reilly

Overcoming The Shame Of Succession - Leading Advisor - Simon Reilly

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Leading Advisor Simon Reilly
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Economy

Always There: In Loving Memory of Helen Mallett / Gunter-Smith - Leading Advisor - Simon Reilly

What Happens When a Tired Mind Meets a Thinking Machine? - Leading Advisor - Simon Reilly

Your Business Is a Mirror: What AI—and Awareness—Reveal About Your Leadership - Leading Advisor - Simon Reilly

Beyond Burnout Reclaiming Time, Energy, and Meaning in Financial Leadership - Leading Advisor - Simon Reilly

How I Shared the Spotlight with Mark Carney, Canada’s 24th Prime Minister - Leading Advisor - Simon Reilly

The 5th Phase of Retirement When Work Is Purpose, Not a Prison - Leading Advisor - Simon Reilly

How Do You Navigate the Awkward Middle to Find New Beginnings? - Leading Advisor - Simon Reilly

Is Your Mindset Regenerative or Regressive During Change? - Leading Advisor - Simon Reilly

Are You Killing Your Flow with These Common Self-Interruptions? - Leading Advisor - Simon Reilly

How Can Financial Advisors Sustain Flow During Economic Transitions? - Leading Advisor - Simon Reilly

Are You Stuck in the Messy Middle of Transition? - Leading Advisor - Simon Reilly

Is Hiring an Omnivert Coach the Key to Transforming Your Business? - Leading Advisor - Simon Reilly

Is the Shame of Selling Preventing Clients from Getting the Protection They Need? - Leading Advisor - Simon Reilly

Why Is Life Insurance Overlooked in Comprehensive Financial Planning? - Leading Advisor - Simon Reilly