Speaking
Insightful. Strategic. Actionable.
Simon Reilly helps financial advisor firm owners and agency leaders step out of overwhelm and into scalable systems—with purpose.
With over 35 years of experience empowering financial professionals, Simon delivers transformative presentations that blend operational insight with emotional intelligence. As a Fractional Chief Operating Officer, Simon brings real-world implementation strategies from the trenches of advisory firms to the stage, offering audiences not just inspiration—but execution.
Whether you’re hosting a conference, internal retreat, or industry summit, Simon brings clarity, capacity, and continuity to advisory firm leaders navigating growth, succession, and team-building.
Speaking Experience & Industry Reach
Simon is a recognized speaker across North America’s most respected financial services platforms.
Spoken at every Advocis Chapter from coast to coast in Canada
Presented to nearly every NAIFA Chapter across the USA
Two-time GAMA LAMP Speaker
Two-time MDRT Speaker
Pro-Seminars Featured Speaker
Two-time TEDx Speaker
Simon’s sessions consistently rank among the most valued at industry events for blending motivational depth with practical execution. Drawing on his experience as a Fractional COO, he speaks directly to the dual-role challenge of advisor-owners—balancing client service, leadership, and firm growth.
Speaking Topics
Simon’s presentations are tailored to address the real challenges faced by advisory firm leaders—especially those who still serve clients while running the business.
All topics can be customized for keynotes, workshops or panels.
Sample keynote and breakout topics include:
Preventing the Succession Planning Bloodbath
How to turn legacy risk into opportunity with team alignment, role clarity, and vision-driven leadership.
The Business Behind the Advice
What every advisor-owner must understand about building operational continuity beyond their personal production.
Scaling Without Sinking
A strategic roadmap for hiring, systems, and mindset to grow your team without losing control.
Are You the Bottleneck?
Discover the subtle mindset blind spots and system gaps that may be holding your firm back from its next level.
The Purposeful Advisor
How to reconnect with the deeper meaning behind your leadership—and turn it into sustainable business energy.
Recent Media & Appearances
Simon has been a featured speaker at national conferences, regional chapters, and private client events across North America.
Media appearances include podcasts, advisor training events, and business leadership panels.
- Testimonial One-Copy To Be Provided
- Testimonial Two-Copy To Be Provided
- Testimonial Three-Copy To Be Provided
Book Simon to Speak
If you’re looking for a speaker who blends purpose with process, mindset with management, and vision with execution, Simon brings a fresh voice and deep field experience to every stage he steps onto.