You were designed for more. Get clear and get going. We work with Financial Advisors, Business Owners, and Executives. For more information, schedule a discovery call or explore our coaching options.
Coaching for advisors seeking to grow their practice and improve their quality of life.
Are you so busy you don’t feel like you get anything done?
Do you feel overwhelmed wondering if you will ever get off the treadmill?
Do you at times feel confused or inadequate as to know the next best step to grow your practice?
We can help
Raise Your Productivity
Increase Your Profitability
Improve Work-Life Balance
Life is too short to let your business run you.
Private Coaching
Our one-on-one private coaching service includes an onsite visit, weekly remote coaching sessions, a private web portal, and more. We’ll work closely with you to overcome challenges and turn opportunities into wins.
Group Coaching
Our group coaching service features a roundtable model with 4-6 participants. These sessions are a great way to jumpstart your business and share best practices. Monthly one-on-one sessions are also included.
Take the next step.
Step 1.
Schedule a Discovery Call
Step 2.
Choose a Coaching Program
Step 3.
Start Growing
Meet Bill Edmonds
With over two decades of experience, Bill has worked as a financial advisor and a senior leader at Merrill Lynch/Bank of America. His experience there culminated in a Market Executive role, where he led a $100+ million market with over 200 employees. He now shares his years of experience and expertise through his own financial advisor coaching and consulting firm, Northstar Leadership Solutions.
Who Do We Serve?
As a leading financial advisor business coach, we work with Wirehouses, Regional Broker-Dealers, RIAs, Hybrid Advisors, Independent Advisors and everyone in between. While financial planning practice management is our forte, we also have deep experience working with business owners and executives in a range of other industries. No matter your market, we can help you find your vision and create a comprehensive business plan to get you there.
Why Work with a Coach?
Define Your Vision
Many financial advisors get so caught up in the day-to-day management of their practice that they lose sight of their vision. Let us help you get back on track and define a clear path to continued growth.
Create an Action Plan
We’ll break your business processes down into actionable steps, making concrete plans for scheduled touches, investments, onboarding new clients, business development, and more.
Discover Best Practices
Leveraging more than twenty years of experience working both as an advisor and a consultant to hundreds of other advisors, Bill has accumulated knowledge of industry best practices (and mistakes). He’ll share that knowledge with you to help you build an effective business plan.
Grow Your Business
Our mission is simple. We are here to help you grow your business. We’ll provide an outsider perspective to help you get out of the weeds and revitalize your business for growth.
Be Accountable
Without an iron will, it can be easy to drift or settle into the status quo. As your dedicated coach, we won’t let that happen. We’ll help you to remain accountable to your vision and business goals.
Leading Financial Advisor Coach
With decades of experience in the financial industry, Bill Edmonds is an expert financial advisor coach. At Northstar Leadership Solutions, we will work closely with you to help you refine your vision, define your goals, and build a plan of action for growth. Get in touch today to request a free initial consultation.