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Simon Reilly


Recent posts by Simon Reilly

6 min read

4 Key Behaviors to Understand During Economic Highs and Lows

By Simon Reilly on 1/11/23 10:00 AM

Understanding whether you are an Extrovert, Introvert, Ambivert, or Omnivert will help you to get through Behavioral and Economic Highs And Lows.

Behavioral research goes back to 400 B.C. when Empodocles stated that behaviors have four elements or roots; Fire, Air, Earth, and Water.

The elements of Fire and Air are said to be Extroverted.

The elements of Earth and Water are said to be Introverted.

Gone are the days of the plain old vanilla Extroverted or Introverted behavioral styles.

8 min read

The #1 Script That Illuminates All Economic Highs and Lows

By Simon Reilly on 12/8/22 10:00 AM

Over the past few months, I’ve been revisiting my purpose, my why I do what I do.

Why? I used to be a live public speaker. As you may have noticed, there haven’t been a lot of live conferences and speaking opportunities over the past few years. For decades, creating live speaking presentations was a huge catalyst for me to create new content.

When you think of purpose, what comes to mind?

Will your current mind allow you to realize your purpose while your mind is being consumed trying to get your needs met through a person, place, position, or possession?

Your inner script and beliefs will illuminate or eclipse you during these historical worldly events, followed by economic highs and lows.

16 min read

Do You Want to be Accessible, Relevant, and Visible in 2023?

By Simon Reilly on 11/14/22 10:00 AM

Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? 
Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023?

If there was a way to become accessible, relevant, and visible in 2023, would you do it?

Being accessible, relevant, and visible is all about your purpose.

Purpose is not a noun, a possession, person, place, or position but a verb that is an ever-expanding expression of your values.

Topics: Grow Your Business Protect Your Business
7 min read

Forget Change and Embrace Transition In the New World Economic Disorder

By Simon Reilly on 10/17/22 10:00 AM

Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. The pandemic transformed the way we lived and worked. From career security to The Great Resignation, many of us were provided with plenty of opportunities for reflection. You went from working live to virtual and saw family and friends change careers, move from their homes (even total relocations), and pick up hobbies they’ve dreamed about for years.

Topics: Trends COVID-19
5 min read

How to Thrive During a Recession

By Simon Reilly on 7/21/22 10:00 AM

Humanity can survive anything. We’ve seen our economy sink and soar, our communities fight against disease, and despite the circumstances, find hope to carry on—not only carry on but thrive enough to build the world as we experience it today. Our families experienced The Great Depression, and you may have witnessed firsthand the impact of the 2008 financial crisis. While you may be experiencing the full effect of the fear-based language around an unavoidable recession from the news or family and friends, you know you’ll make it through.

Topics: Running Your Practice Practice Management COVID-19
5 min read

How To Prepare and Cope With Conversations About a Recession

By Simon Reilly on 6/16/22 10:00 AM

There may be whispers in your office or tension after your last client call because everyone is wondering the same thingwill this be as bad as the last one? 

Topics: Financial Planning Lifestyle Planning
7 min read

Marketing to Create Relationships with HNW Clients’ Adult Children

By Simon Reilly on 5/16/22 1:00 PM

The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions:

Topics: Running Your Practice Financial Planning Grow Your Business Protect Your Business
4 min read

Creating Meaningful Relationships With HNW Clients’ Adult Children

By Simon Reilly on 4/26/22 10:00 AM

Many webinars and courses for financial advisors regularly talk about how to attract new clients. And while this is logical, it made me think: Instead of looking for new clients, why don't financial advisors create meaningful relationships with their HNW client's adult children? So, when their parents retire, they choose to keep them as advisors instead of finding someone new.

But you'll be surprised to know the statistics regarding advisors doing this. I've been polling advisors, and I hear 15-20% when I ask them how many of their HNW clients' adult children they have a meaningful relationship with.

Topics: Running Your Practice Grow Your Business Protect Your Business

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