We Believe…

…in challenging conventional wisdom – that which we think to be true about ourselves and the life we’re living. Conventional wisdom doesn’t offer you and I the breakthroughs we need that moves us forward, it just offers us larger doses of the same. Repairing the holes on the exterior of your career will not result in lasting change. Internal transformation is the solution.

Our approach is 100% customized to you. You won’t get “3 easy steps” from us, but you will get a customized approach that will lead to professional growth that leverages your strengths (i.e., professional skills, education, natural talent, life experiences) by creating capacity and process in your business and personal life. The result we deliver is an existence characterized by greater productivity and contentment, and with less stress.

We Serve…

…as an Outside-Insighter” for Financial Advisors and leaders in the financial services industry.

If you’re a successful professional seeking transformation from your status quo, we can be your guide. If you’re feeling a bit stuck or experiencing smoldering discontent in your current situation, we can help you get clear, get focused, and get going.

Our Mission…

…is to bring clarity and focus to Financial Advisors by offering our services as an “Outside-Insighter” – a personal confidant to come along side advisors and help them uncover solutions to the challenges and opportunities they encounter in their practice.

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.

Want to know if we can help you? Take this 3 min survey to find out: 10 Quick Questions to Find Out if You Need a Practice Management Coach


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

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