We help leaders of advisory practices and small to medium sized businesses to grow, build teams, improve profitability, build value and transition.

The Total Leader® Approach: Developing Strategy, Building Leadership Cultures, Improving Productivity Your company will achieve greater profitability, better performance and a higher return on investment when you communicate a vision-driven strategy, develop leaders throughout your organization, and increase productivity of your people. Together with you, we focus solely on delivering results you can measure. Strategic Planning Leadership and Management Development Productivity and Process Imp...

The Total Leader® Approach: Developing Strategy, Building Leadership Cultures, Improving Productivity Your company will achieve greater profitability, better performance and a higher return on investment when you communicate a vision-driven strategy, develop leaders throughout your organization, and increase productivity of your people. Together with you, we focus solely on delivering results you can measure. Strategic Planning Leadership and Management Development Productivity and Process Improvement Advisory Practice Development is our Specialty: Edwards Holliday is an Advisor to Advisors with a deep niche in Financial Services teams, working with million dollar producers. MISSION We help successful Financial Advisors to continuously grow, improve and transition their businesses, resulting in increased AUM and revenue, improved clientele quality, optimized business practices and realized franchise value. DIFFERENTIATORS • The personal and motivating nature of our relationships. • The creative and customized scope of work. • The accountability and advisor execution of their plan. • In-person sessions, complemented with teleconference and web-based blended learning. • Extensive work with advisors, teams of all types and expert collaboration partners. • Coaching and consulting since 1989. Specialties: 1. Laser fast problem solving, creative brainstorming and group best-thinking. 2. Group and individual facilitation and strategic planning. 3. Team development, all phases of new team formation to adding members, succession/exit plans. 4. Strategic referral prospecting within clientele and Centers of Influence. 5. Conflict resolution and interpersonal team communication improvement. 6. Value proposition/target market focus and articulation; branding materials and planning.