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.
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.
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.
“I was referred to Bill Edmonds as someone who could help me grow my business. At the time I wasn’t sure how an Executive Coach could help me, but Bill has exceeded my expectations. Because of his experience in the finance industry, he has been able to guide me through accelerated change. It’s because of Bill’s counsel that I have a better understanding of what my purpose is in work and in life and how I can best navigate. Thanks to Bill I am combining my passions with my work and good things are happening.”AdvisorChicago
“Bill Edmonds has helped me completely revamp my practice. Previously, my day was governed by the markets, client incoming phone calls and all the things that can fill up a day. Bill quickly analyzed my business practices and was able to provide specific actionable recommendations that produced immediate results. He has helped me streamline my practice by focusing on the parts of my business that should be getting the highest priority. As a result of Bill’s coaching, my business has increased year over year more than any time in the past ten years. He is like having another full-time partner.”AdvisorAtlanta
“Bill has brought clarity, focus, and vision to my practice. He’s helped me identify wasteful activities that for years have cost me time, money, and peace of mind. As a result, my efficiency, time management, and productivity have increased, and my stress level has decreased.”Independent Financial AdvisorGreenville, SC
“Bill has helped me enjoy the Financial Services business again. I’m now focused on the aspects of the business I love, which has been a real breakthrough for me. Bill’s philosophy on life has changed me both professionally and personally. My perspective is better, and I feel less overwhelmed by the business.”AdvisorPittsburgh
“Bill’s one-on-one coaching advice around how to prospect and the importance of tracking results, enabled me to build a financial planning practice from scratch to over $130MM in assets in eight years. I’m still using the coaching advice Bill gave me to bring in new business and manage my existing book of clients.”AdvisorColumbia, SC
“Bill has been a valuable sounding board for me throughout my leadership career at Merrill Lynch. He has a real gift for helping people get to the truth. He has proven to be a steady and reliable resource to lend thought and perspective to personal and business-related challenges. I am better because of my relationship with Bill Edmonds.”Senior Leader With Merrill LynchNew York City
“Bill Edmonds is an awesome coach! Bill has helped me renew, refocus, and reframe my wealth management practice and my life. He guided me through a process of reimagining my practice and visualizing how a restructured and repurposed client experience looks. Bill is able to draw wisdom and insight from his many years of experience leading some of the nation's top Financial Advisors. He’s kept me accountable with next step implementation strategies. Bill understands how to help advisors rediscover their core values and mission.”AdvisorSavannah
“Bill has been gifted with the ability to cut through the noise and identify critical issues and recommend practical solutions that are measurable. Bill’s clarity and insight have had a profound impact on me, both professionally and personally.”Commercial BankerAtlanta
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?
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.
We’ll break your business processes down into actionable steps, making concrete plans for scheduled touches, investments, onboarding new clients, business development, and more.
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.
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.
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.