Steve Springstead

Wildcard
DISC Type : sci

President and Lead Coach at Execution Edge Coaching and Consulting

Mississauga, Ontario, Canada

Overview

Steve Springstead is the President and Lead Coach at Execution Edge Coaching and Consulting, drawing on 33 years of experience as a Wealth Advisor and Portfolio Manager with BMO Nesbitt Burns. He leverages his unique "both sides of the desk" perspective from management and advisory roles to help financial firms future-proof their practices.

Following a three-decade career in wealth management, Steve has transitioned into coaching and consulting. This new chapter allows him to focus on mentoring advisory teams and guiding them through transformational industry shifts, embodying his personal and professional evolution.

After retiring as an Investment Advisor, he found his original 1992 Securities License, complete with a photo of him at 28.

Personality Overview

Curious But Skeptical

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Advisory Practice Transformation
His coaching practice is centered on helping financial advisors and firms execute transformational change to future-proof their businesses.
Generational Wealth Shifts
He frequently analyzes the different financial mindsets and challenges facing younger investors, like Gen Z, compared to Baby Boomers.
The Great Advisor Reset
He speaks about the urgent need for advisors to adapt before 2026, when the leading edge of Baby Boomers turns 80.

Media Appearances

Steve has no verified media appearances

Work History

11-2025
President and Lead Coach at Execution Edge Coaching and Consulting
10-1992 - 10-2025
Wealth Advisor, Portfolio Manager at BMO Nesbitt Burns
12-1989 - 10-1992
Commercial Account Manager at TD Bank

Education

1987 - 1989
M.B.A. from McMaster University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Mississauga, Ontario, Canada Job Level : Senior Designation : President and Lead Coach at Execution Edge Coaching and Consulting
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Steve

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Steve take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Steve

Personality Compatibility


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