In this episode of Activity Coaching Conversations, Heather and Sabine welcome a special guest, Scott Theodore, affectionately known as Theo. With a rich 36-year career at Northwestern Mutual, Theodore shares his profound insights on instilling success in both budding and established advisors.

Drawing from the early productivity experiment, Theo discusses the timeless impact of high expectations, the evolution of technology in coaching, and pivotal coaching strategies that have stood the test of time. Discover why he believes in "no shortcuts" and the power of building relationships.

Want to increase your productivity results?  Start by hiring the right recruiter!!  Successful development and high productivity start in the selection process.  In this episode, Heather and Sabine talk to Maggie McIntyre about selecting standout candidates.

Explore the importance of using scorecards to evaluate candidates and discover why understanding the real-life performance of potential hires can lead to stronger productivity.

Heather and Sabine are here to unpack a game-changing element in coaching—personal responsibility. This episode is about how taking ownership of one’s actions can revolutionize your life and your coaching practice.

The duo emphasizes the importance of admitting mistakes, taking actionable steps, and fostering an internal locus of control. As they explore these elements, you'll find actionable insights to enhance your coaching strategy.

Heather and Sabine are joined by guests Jim LaPinska, Mark Pancratz, and Tyler Pavlis for an enriching discussion on developing a business owner mindset. The episode covers vital topics such as: Understanding Business Ownership, Vision and Purpose, Long-Term Commitment, Selective Listening, and Work-Life Balancing.

Listen in to gain insights on setting high standards, financial management, and the importance of personalized coaching. The guests share their experiences in coaching, recruitment, and achieving success in the financial industry.

Heather and Sabine complete their trilogy on vital FR skills with a discussion on creating a sense of urgency. Catch up on previous episodes to build a complete skill set that incorporates purposeful actions, professional demeanor, and timely follow-ups.

Heather and Sabine get real about the challenges reps face, from avoiding the “pushy” label to making sure clients stay on track during the underwriting process. They share insights on the power of setting clear deadlines, prioritizing tasks, and keeping your confidence strong to build lasting client relationships.

Heather and Sabine explore the essential trait of resilience and what it really means—how well one can deal with and bounce back from setbacks—and discuss its crucial role in the careers of financial representatives (FRs).

They discuss practical coaching strategies to foster resilience, including the significance of knowing one's purpose, identifying a strong support system, and practicing healthy coping mechanisms. They further emphasize the power of confidence, actionable steps, and recognizing positive behaviors.

Heather and Sabine explore the remarkable life and enduring legacy of Al Granum, a renowned industry figure, in their "Granum retrospective". With insights aimed at both new and experienced advisors, they unravel the depth and breadth of Granum's contributions to the financial services industry.

Tune in to gain invaluable insights and actionable strategies from Al Granum’s extensive research and philosophy, understanding why his system remains the cornerstone of successful financial advising. This episode is a treasure trove of knowledge for anyone looking to elevate their practice.

Heather and Sabine explore the essential topic of courage and how it plays a pivotal role in both coaching and the success of advisors, as well as the various facets of courage and share actionable strategies for building it within your team and yourself.

They define courage and its link to morals and values, identifying the types needed in business activities like phoning, prospecting, and closing sales. They also discuss how coaches can model courage and instill it in their advisors.

Heather and Sabine are joined by Seth Rollins from Northwestern Mutual, who shares his expertise on how best to use the technology available to maintain a handle on current and future business. He addresses common technology excuses, phone list maintenance, what technology can and cannot do, and the importance of the daily posting habit.

Avril and Jess share their journeys of growth within the financial industry, emphasizing the critical role of truth-telling study groups, mentors, and varied perspectives. They stress the importance of setting high expectations and challenges, and how failure can be a profound teacher.

Join us for a compelling conversation filled with wisdom and practical advice on leadership, personal growth, and the power of effective coaching.

Heather and Sabine unpack a topic that, while often overlooked, significantly impacts every coach's life: coaching through major life events. Whether it's marriages, the arrival of new children, or unexpected trials like illness and bereavement, they explore how these events influence both new and seasoned reps in the business landscape governed by stringent market demands.

Heather and Sabine sit down with Jenna Hasson to dive deep into recruiting and selection and its impact on coaching. Jenna unpacks the connection between a candidate's purpose and their overall success, the revelatory power of market surveys, and the art of gauging honesty and soft skills in prospective talents.

Discover the significance of learning from recruitment pitfalls, the ideal candidate profile, and the transformative impact of activity coaching on recruiting effectiveness.