Northstar Coaching Offerings For Advisors

We help Advisors get clear…get focused…and get going!

2 Ways to Engage Northstar’s Coaching:

1) Private Coaching

  • Deep dive, 1 1/2 day initial onsite visit with Advisor/Advisor team – rapport/team building, evaluation, planning/goal setting
  • Strengths Finder 2.0 Assessment (includes any and all team members)
  • The creation of a business plan complete with tactical ideas to drive team goals – specifically focused on…
    • Deepening connections with existing clients, and
    • New client acquisition
  • You and/or your team’s private (password protected) webpage on Northstar’s website where all resources and collateral materials specific to your team are archived for easy access and usage
  • Weekly scheduled coaching sessions (via phone or video)
  • “All Access Pass” – “on call” for any and all challenges or opportunities that arise between schedule calls
  • Duration: 6 month engagement

2) Coaching Roundtables

  • Advisor roundtable of 4-6 Participants (plus facilitator Bill Edmonds) with similar…
    • Business Revenues
    • Practices (advisory and planning based orientation)
  • The creation of a business plan complete with tactical ideas to drive goals – specifically focused on…
    • Deepening connections with existing clients, and
    • New client acquisition
  • Monthly 1.5 hour roundtable session with all participants via video conference for…
    • Instructor led content delivery
    • Peer to peer coaching / best practices sharing
  • Monthly 1.5 hour, one on one private coaching session with each participant per month (via phone or video – client’s choice)
  • Duration: 3 month engagement

All our coaching is built on the following…. 

All coaching, whether private or roundtables, cover the following core competences:

  • Branding…
    • Creating Your Unique Story
    • Defining Your Value Proposition
    • Mission, Vision, Values
  • The 10 Essentials of a Thriving, Growing Practice

Testimonials from Advisors we’ve worked with:

  • “Bill is a great facilitator whose inherent leadership qualities make him the perfect coach. With a skilled hand, he guides and shapes these sessions into actionable items that are likely to be acted on to make a difference in your practice.”
  • “Bill kept myself and my peers focused on the important aspects of our practices and the areas that needed improvement. He was able to do this while keeping everything positive and constructive. He was honest and objective in assessing how I was doing at any given time. The assignments were reasonable and helped keep us on track and accountable. Overall, an excellent balance of content presented and facilitation of open discussion.”
  • “We can all stand to improve something in our practice. If you don’t think you have anything to improve, then you most likely need this program!”
  • Click here for: More Testimonials

Bill Edmonds’ Qualifications:

  • 24 years with a major national broker-dealer

    • Roles:
      • 16 years as a Financial Advisor – built a $1 million revenue book of business from scratch
      • 20 years as a leader (11 years as a producing manager; 9 years at the Director/Market Executive level)
  • Coaching and Consulting 

    • 20+ years leading Advisors
    • Over 10,000 one-on-one hours spent helping FAs improve
    • Training through International Coaching Federation (ICF)
    • Beihl Consulting Institute
    • Halftime Carolinas – leadership team member and roundtable group leader and facilitator
  • Marketing Resources

    • Marketing production – video and print (script writing and copy writing)
    • Social media mining, prospecting, content creation (LinkedIn, Facebook, Google Alerts, etc.)
  • Other

    • Various leadership positions on non-profit boards
    • Husband to Becky and father to Hannah and Jonathan

Got Questions? Reach out to us:  bill@northstarlead.com or 803-457-1617