Bill Webster Email & Phone Number

40 years in Financial Services, building a successful practice, planning for and implementing a succession plan have taught many things, One, is the power of a mentor. To access the knowledge of another more experienced colleague is critical to any person looking to grow. I know the invaluable support provided to me over my career.I now share my learning and experience with advisers, one to one individual coaching, peer, workshops, conferences and keynotes.My 'WHY':To facilitate the changes that people need to make, in order to achieve the things that are meaningful to them.If there is no meaning in one's work, it will be a struggle over the long term. Knowing what is meaningful for oneself and those that one serves is critical. We have never seen a more challenging environment than we have right now, and having that trusted and experienced 'voice' to help one navigate 'the path' can make a difference.My Peers Thoughts:‘I highly recommend Bill, for mentoring and guiding people to be their best. Bill is a natural communicator and has built this strength over a lifetime. A person of integrity, he has a sincere desire to be of service to others. Assisting them to develop their skills & achieve goals is when Bill is at his best.’ Rick Foster -CERTIFIED FINANCIAL PLANNER ‘I have known Bill Webster for over 20 years. Bill’s mind-set has developed over a lifetime through running his own successful firm, as well as other roles in associated businesses. I have seen how Bill’s business experiences and personal values for life come together in a combination that will help anyone or any business to grow.’ Geoff Rimmer Fmr. Licensee CEO‘Bill’s coaching was instrumental in the transition of our business, from “overwhelm” to “rebirth”. His perceptive, practical approach, helped determine what we needed for the business and to set specific goals.’ A ‘conscience’ and mentor he kept us all on track. Bill is passionate and people-focused and has shown us that there is nothing more powerful than leading with passion, clarity, one step, one goal at a time. Tammy Warmeant - Executive Office Manager ‘I have known Bill for 15 years and would recommend him as a coach and/or mentor. In fact, he has been instrumental in helping me make some big career decisions. His ability to be both insightful, whilst being able to cut through to the core issue, is key, as is his overall caring and nurturing nature. Anyone wanting a coach/ mentor could not do better than making Bill their first choice!’Julie James - Regional Manager – Retail -Integrity life

Listed skills include Estate Planning, Financial Planning, Retirement Planning, Insurance, and 43 others.

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  Tribeca

  Financial Planning And Services