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Bill Edmonds

Bringing Clarity and Focus to Financial Advisors by Offering Services as an “Outside-Insider"

Helping Advisors Uncover Solutions to the Challenges/Opportunities of Operating a Successful Practice

Bill Edmonds is an “Outside-Insider” (an Executive Coach, Speaker, Mentor and Consultant) with over 30 years of experience in coaching,  mentoring, and consulting financial advisors.  He spent 24 years with Merrill Lynch, much of that time in a leadership role until his retirement in 2014, where he led a $100+ million per year revenue, wealth management business unit as a Director with the firm.

At Northstar Leadership Solutions, Bill’s mission is to bring clarity and focus to his clients by offering services as an “Outside-Insider” – a personal confidant to come along side them to help uncover solutions to the challenges and opportunities of operating a successful practice.

His goal is to help Advisors find clarity and focus by helping them realign to their North Star (their purpose), or perhaps align for the first time.  He believes that If you don’t have a North Star, you don’t know where you’re going.  Having a North Star not only charts your course but defines it as well.  It’s the only way to finish well, not only with success but with significance.

Bill Believes Successful Financial Advisors Must…

  • Be purpose driven – significance is foundational for achieving true success
  • Be healthy mentally, physically, and relationally to operate at full capacity
  • Seek effectiveness over efficiency
  • Be client centric above all else
  • Have processes for all their core practice responsibilities
  • Have an “Outside-Insider” – a personal confidant to help them cut through the fog in order to get to solutions

Bill provides customized solutions that lead you to clarity and focus, resulting in game-changing breakthroughs. Below is a list of services that Bill provides.

  • Keynote Speaking for client and prospect events
  • One-On-One Practice Management Coaching
  • Client Aquisition Strategies
  • Leadership Team Development – how to build and manage a growing team
  • Strategic Business Planning – short term and long term
  • Legacy/Succession Planning – selling or transitioning your practice for a retirement revenue stream

 

Array

Unfortunately, FINRA regulations restrict Financial Advisors from making personal recommendations and endorsements on social media. Bill has omitted names below but would be glad to connect you with these individuals or any of his other clients for a personal reference check.

“With Bill as my coach, I have completely revamped 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.  Bill has helped me streamline my  practice  by focusing on the parts of my business that should be getting the highest priority.  I am utilizing my assistant in new ways.  We are now working proactively vs. reactively.  As a result of Bill’s coaching my business has increased year over year more than any time in the past ten years.’

“With Bill as my coach, I have completely revamped 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.  Bill has helped me streamline my  practice  by focusing on the parts of my business that should be getting the highest priority.  I am utilizing my assistant in new ways.  We are now working proactively vs. reactively.  As a result of Bill’s coaching my business has increased year over year more than any time in the past ten years.’

“Although initially, I felt a coach was simply going to tell me what I already knew, Bill broke through my personal barriers to identify those habits and routines that held me back.  I would strongly recommend any advisor who is interested in breaking out to higher levels to hire Bill as a coach.  He is like having another full time partner.’

“Bill has the unique experience of having been a Financial Advisor, building a successful practice from scratch, and that of leading advisors in a Senior Management role. Since Bill works with me independently, he is able to view our practice objectively with complete transparency.  Lastly, Bill is my go to guy with my biggest practice problems.  His input allows us to operate with complete confidence that nothing is being left behind at day’s end.”
$1.6 Million Dollar Producer, Major Wirehouse, Atlanta, GA

“Bill has brought a clarity, focus, and vision to my practice that I’ve never had in my twenty years as a financial advisor. 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. Having a clear vision of where I’m going has resulted in less stress. I’m able to do a better job for my clients and that makes my work more satisfying. I’d highly recommend Bill to anyone!”
Independent Financial Advisor, Greenville, 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 and former Financial Advisor, Major Wirehouse, Pittsburgh, PA

“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 has had a profound impact on me, both professionally and personally.”
Commercial Banker and Former Financial Advisor, SunTrust Bank, Atlanta, GA

$5,001 to $10,000
 South Carolina
Columbia
Travels From:  South Carolina
City: Columbia

Biography

For the past 30+ years, Bill Edmonds has worked in the Financial Services industry, both as an Advisor and a leader of Advisors.

He joined Merrill Lynch as an FA in 1991, and built a successful book of business as a Chairman’s Club producer.  In 1995, he became a Resident Director (producing manager), and was named “Manager of the Year” on two separate occasions.  He joined the executive ranks of the firm in 2006, as a Director, where he continued until his retirement in December of 2014.  In his most recent role as the Director of the Columbia Complex, he took the market from 80 Advisors and $65MM in revenue to 125 Advisors and over $107MM in revenue in a seven-year period.

A graduate of the University of South Carolina, Bill has had countless hours of leadership training, including such groups as Carnegie, Teleos, and The International Coaching Federation (ICF) – the world’s largest organization of professionally trained coaches.  He has hired and trained hundreds of FAs and has coached hundreds of Advisors to higher production levels.  He has coached FAs on team formation, systems processes and work-life balance issues.

The core of Bill’s coaching and consulting is hands on, one-on-one engagement with FAs who want to create excellence in their practice.  This is accomplished by combining the latest tools, techniques and resources with the particular qualities and strengths that each Advisor brings to the table.

Bill coaches and consults with a belief that….

  • One size doesn’t fit all
  • FAs don’t necessarily need more content – they need more application
  • Most Advisors know what they need to do, but often struggle with how to do it
  • Learning how to combine the technical parts of the role (what all Advisors are taught by their firms), with their uniqueness (DNA, education – life-experiences), is what separates good FAs from those who’ve achieved excellence

Merrill Lynch…

  • Successfully grew revenues from $65MM to $107MM over 6 1/2 year period.
  • Sourced, hired and trained over 200 financial professionals during leadership career
  • Coached and mentored over 200 Financial Advisors resulting in increased…
    • Productivity
    • Performance
    • Personal Growth
    • Client Satisfaction
  • Built high performing business teams through…
    • Sourcing
    • Selection
    • Coaching/Mentoring
  • Keynote speaking for client events, marketing presentations, and civic events
  • Initiated and led marketing campaigns
  • Organized and facilitated peer learning groups for business leaders
  • Planned and delivered all training and professional development programs
  • Led merger of Merrill Lynch and Bank of America for market
  • Collaborated across lines of business delivering enterprise to 6,000 high net worth clients
  • Dale Carnegie Leadership Training
  • Telios Leadership Training

Presentations

Where to Now?  How Do I Take My Business to the Next Level?…

3 Truths

  • —All things being equal, people do business with and refer business to those they know, like, and trust
  • —An Advisor’s job is to add value to people’s lives
  • —Process creates capacity

—What we believe

  • Your scarcest resource is time
  • —FAs don’t need more information…they need more application
  • Most Advisors know what they need to do
  • One size doesn’t fit all
  • Customized solutions are required in order to reach your full capacity

This program is designed to

  • Simplify Your Practice
  • Re:TheHowLearn a process for freeing up 10-20%+ more time for client acquisition
  • Learn a New Approach to Prospecting
  • Re:TheWhy – reshaping your acquisition strategy around your interests and your strengths

 

 

Areas of expertise

  • Advisor Leadership
  • Leadership Team Development
  • Executive Learning Communities/Group Coaching
  • Strategic Planning
  • Talent Review and Acquisition
  • Legacy/Succession Planning
© 2016 Ro Morrison & Assoc.