We Believe…

…You can grow your business practice without killing yourself in the process. But you need to do it differently from most or you’ll end up like most – dead tired and financially successful, yet wondering if it was worth it.

Conventional wisdom doesn’t offer the breakthroughs we need to move forward in meaningful ways. That’s why we challenge it. We believe lasting change comes from transforming the core, not patching holes in the veneer.

Our Mission is…

…To bring clarity and focus to Advisors by serving as a personal confidant to help make their business more productive, profitable, and enjoyable through personalized coaching.

We Serve…

…Advisors and leaders in the financial services industry as an Outside-InSighter”. 

Our approach is 100% customized to you, one that will lead to professional growth that leverages your…

• Strengths
• Skills
• Education
• Natural Talent, and
• Life Experiences…

Are We Right For You?

Are you…

  • Feeling a bit stuck – experiencing a “smoldering discontent”?
  • Seeking to transform your business practice, company or career – fix what’s broken and reinvent yourself?
  • Wondering how you are going to finish strong – not just as a financial success, but by doing something significant as well?
  • If so, we may be a fit for you.


Financial Advisors experience much of the same stress levels that top CEOs encounter.

 In a February 2015, Wall Street Journal article, “Burned Out Advisors No Help to Clients“, Veronica Dagher points out the serious problem of advisor burnout. The “triangle of symptoms” are emotional exhaustion, cynicism and a sense of low personal accomplishment. A report from health.com lists financial advisors as one of the 10 professions where workers are most likely to experience major depression in a given year.

The things that cause the most stress for advisors (think advisor.com):

    • Shouldering the responsibility for clients’ financial futures (83%)
    • Regulatory requirements (69%)
    • Sourcing new business and marketing (59%)
  • Financial markets (57%)

We provide help to mitigate these stressors.

The North Star stands almost motionless in the sky while all the other stars appear to rotate around it, making it a great fixed point for navigation.  Our goal is to help Financial Advisors realign to their North Star (their purpose), or perhaps align for the first time. Having a North Star not only charts your course, but defines it as well.


Reach out to us to see how we might be able to help:

Email bill@northstarlead.com or Phone (803) 457-1617