Leading Advisor

Who We Are

Leading Advisor is a leading coaching and consulting practice dedicated to empowering financial service professionals to build successful, sustainable businesses. Founded by Simon Reilly in 1997, our passion lies in guiding individuals and organizations towards achieving their greatest potential.

Our Mission

Our mission is to empower financial advisors to maximize client value, develop impactful business models, and cultivate fulfilling careers. We believe in:

• Empowering individuals through personalized guidance and accountability.
• Fostering sustainable success through innovative thinking and strategic action.
• Building strong, successful businesses that prioritize client value and impact.

1. Business Optimization & Growth

• Maximize Practice Goodwill and Profitability
• Create a Self-Managing Financial Advisor Business
• Client Acquisition & Engagement Strategies
• Digital Client Journey Enhancement
• Strategic Marketing & Prospecting Systems

2. Leadership & Team Development

• Building a High-Performing Team
• Effective Business Management & Operations
• Client-Centric Communication & Value Proposition Development

3. Advanced Financial Modeling & Benchmarking

• Financial Model Development & Review
• Performance Monitoring & Profitability Analysis
• Strategic Planning & Goal Setting

4. Personal Growth & Coaching

• Identifying & Overcoming Limiting Beliefs
• Developing Effective Communication & Negotiation Skills
• Building Self-Awareness & Emotional Intelligence

5. Resources & Tools

• Access to curated resources, templates, and frameworks
• Monthly e-newsletter with industry insights and best practices
• Access to online forums and peer-to-peer accountability groups

Our Values

• Integrity: We uphold the highest ethical standards and maintain absolute transparency.
• Client-Centricity: Our clients are at the heart of everything we do.
• Innovation: We embrace new ideas and technologies to drive continuous improvement.
• Collaboration: We believe in building strong relationships and fostering open communication.