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Interview with Simon Reilly - part4

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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.

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