Wealth Advisors
Family Offices + High-Net-Wealth Management
Executive Coaching + C-Suite Leadership Development
We offer the best of leadership and executive coaching with a nuanced understanding of the business, family, and wealth landscape.
We work with high-performing advisors and leadership teams who want to feel excited about their work, and differentiate themselves and their organizations in the wealth management industry.
The Leadership Circle Profile to elevate each person’s leadership, and the Collective Leadership Assessment to “transform the organizational collective effectiveness.”
You can work with us individually and/or as a team, integrating team dynamics and other specific trainings.
You Can Expect:
Enhanced leadership skills + development goals.
Elevated performance.
Stronger client and team relationships.
Improved client retention and acquisition.
Meaningful integration of work, family, and personal goals.
Decrease in stress and burnout.
Improved employee satisfaction.
So much more…
Fractional Chief Learning Officer Services
We serve as a bridge that enhances the relationship between advisors and their clients. Combining our family dynamics & coaching expertise with our reputation for awesome advisor trainings - we integrate into your system so that we can do the work together.
What Clients Are Saying
“Northbound was a great help as our team grew and we approached new, significant projects together. Learning how to best communicate and strategize allowed us to optimally leverage our strengths. Four years later, we still regularly use the perspective and tools provided to us.”
— Founder, Family Office
“I wanted the kids to engage with the family business. Northbound slowed me down and helped me view the work as a process. Faith in the process paid off. Our work connected us more deeply, helped my kids feel independently successful, and (added bonus) they are far more engaged now than I could have imagined.”
— G1 CEO
“Anyone I know who is looking for coaching or team development, I now send to Northbound. The expertise in this group is unrivaled, but more importantly, they are passionate, energized, and work as a team to make sure each client’s needs are met.”