Julie E. Sendelbach

Elite Advisor Coach
Julie E. Sendelbach

Julie Sendelbach helps financial services professionals generate and maintain the changes necessary to achieve new levels of success. Sendelbach is an expert at helping financial services professionals change their behaviors in ways that support the implementation of new initiatives. She is able to mobilize commitment to change and build systems that support it, for all organizational functions: systems, leadership development, communications and human capital.

Sendelbach has more than 15 years of experience driving organizational change efforts and helping financial advisors reach greater heights in their professional development. While leading the recruitment and retention efforts of London Pacific Advisors, she oversaw the doubling of the firm's assets under management. She spearheaded the turnaround of North American Trust Co., the sale of which generated $11.5 million in revenues.

Sendelbach also has worked in institutional marketing, virtual office development and other areas in venture capital, trust services, asset management, investment advisory and broker-dealer services. She has built her professional accomplishments on a strong academic foundation, including a BS in organizational behavior, an MA in counseling psychology from the University of San Francisco and coach training at Newfield Network.

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