Edwards Holliday

I am 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 Expert Performance System only available through RainmakerDNA and The Clinic for Financial Advisors.

• 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. Accredited facilitator and coach of RainmakerDNA and The Clinic for Financial Advisors.

2. Team development, all phases of new team formation to adding members, succession/exit plans.

3. Strategic referral prospecting within clientele and Centers of Influence.

4. Conflict resolution and interpersonal team communication improvement.

5. Value proposition/target market focus and articulation; branding materials and plan.

6. Laser focus and fast problem solving; team brainstorming.