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About Wealth Coach 360

Bill Gerard’s Story

Bill Gerard is an experienced business coach, consultant and Certified EOS Implementer. For 20 years, Bill was a team consultant, internal coach and sales strategy leader at two of Wall Street’s biggest firms. It was there he discovered his knack and passion for helping financial advisory teams achieve everything they want from their business. Five years ago Bill started his EOS practice and now helps RIAs, wirehouse teams, private bank, independents and white and blue collar companies implement EOS. Bill shares his 25 years of best practices, techniques and resources to help you, help more clients and achieve the success that you deserve.

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Who is Bill Gerard

Meet Bill Gerard and All He Offers

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Bill Gerard

Wealth Coach

Fun Facts

Bill Gerard discovered his passion for the art and science of coaching and consulting at Merrill Lynch and Citi Smith Barney. As a Team Consultant, Leadership Coach and now a Certified EOS Implementer Bill has helped some of the biggest and fastest growing wealth management businesses become successful over the last 25 years.

He is a true student of the "business of the business" and is now sharing his wealth of knowledge, best practices, techniques and skills to help you run a better business. If you are looking for help with the mindset and skill set of business development, leadership, day to day operations or business planning then WealthCoach360 is for you. The site is loaded with videos, resources and content that are easy to implement and immediately impactful.

Start compounding your learning today!

Professional Highlights

  • Certified EOS (Entrepreneurial Operating System) Implementer and Executive Coach

  • 10 years of experience as a Team Consultant and Leadership Coach at Merrill Lynch

  • Guided some of the fastest-growing financial advisor teams to scale from 4 to 24 members, achieving $3 to $30 million in revenue

Areas of Expertise

  • Business Strategy & Planning

  • Leadership Development for Financial Advisors

  • Team Dynamics and Organizational Structure

  • Entrepreneurial Coaching for Scaling Businesses

  • EOS Implementation and Vision Traction Organizers (VTO)

Media & Publications

  • Featured in financial industry events and leadership podcasts

  • Published thought leadership on business growth and team development

  • Regular speaker at workshops on scaling businesses and implementing EOS

Personal Philosophy

Bill believes that true business freedom comes from clarity, structure, and accountability. His coaching is centered on helping leaders gain focus, align their teams, and create systems that allow their businesses to thrive without constant oversight. As a coach, he is passionate about transforming chaotic, reactive businesses into thriving, scalable enterprises.

Connect with Bill
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Our Coaching Approach

Systems That Turn Vision into Action

At WC360, we believe in transformational coaching that creates lasting results. Our core principles are:

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Structure before scale

Build strong foundations that support sustainable growth

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Clarity before hustle

Define clear goals and strategies before taking action

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Ownership before delegation

Master your role before expanding your team

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Our coaching methodology combines:

Strategic Clarity

We help you define a clear vision, set focused goals, and eliminate distractions so every move aligns with your mission.

Practical Systems

You’ll implement proven tools and frameworks that simplify operations and drive measurable growth.

Personalized Guidance

Through community and feedback, we tailor the experience to your unique challenges, pace, and strengths.

We focus on measurable results through:

Strategic Planning

Quarterly and annual goal setting

Performance Metrics

KPI tracking and analysis

Leadership Development

Building confident, effective leaders

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Case Study 1:

A 7-figure service company that doubled profit margins within 6 months.

Case Study 2:

A solo consultant who built out a team and scaled revenue 3x using WC360’s playbooks.

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Success Stories

From Vision to Reality: Client Wins That Speak Volumes

See how founders like you turned chaos into growth. From doubling revenue to slashing burnout, their stories prove what’s possible with the right systems. Ready to write yours?

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