Interview with Simon Reilly – part 4

What kind of services do you provide and what value could financial advisors gain by contacting you? So let’s talk about the issues that advisors are facing today. No written vision, business plan, no written 90-day goals, they are not delegating enough, they are not taking care of their time, they are not segmenting their clients. Their C and D clients are getting as much time and energy as their A and B clients. And the list goes on. What I do, I think, is to be able to provide a place where an advisor can be heard and understood. And so, I am not a business associate, I am not family, I am not a client. I am a neutral person but at the same time I provide a accountability, I provide assignments, I provide understanding, I provide commitment and consistency.