Feb 28, 2017
Always a rare opportunity to be able to speak to current and former senior leaders of the firms that we serve.
Specifically about great wholesalers...and those that have work to do to become great.
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.
Bill 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.