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.

In this episode, Heather and Sabine, joined by special guest Kara Fauss, delve deep into the intricate world of activity coaching, examining how changing social dynamics and the introduction of technology have influenced coaching strategies and excuses in the field: Dual Spouse Income Dynamics & COVID's ImpactFlexibility Misconceptions in CoachingPersonal Growth Trajectories for CoachesGranum's Principles in Active Listening and Leadership

In this episode, Heather and Sabine reflect on several early productivity themes they’ve seen and experienced over the last year: Approach Meetings vs. FF MeetingsLives/NC RatioProfessionalismCommunication and Positioning of Expectations. Additionally, tune in to hear about the importance of coaching beyond minimums and explore the transformative potential of aspirational messaging.

In this insightful episode of Activity Coaching Conversations, Heather and Sabine chat with Justin Stoddart, the savvy CEO of ProInsight and author of the Upstream Model. Justin, a veteran podcaster and former home builder, imparts his unique strategy for building collaborations and referrals. Learn why he emphasizes the importance of creating relationships with other professionals and how significant life events can be leveraged for outreach. Be intrigued by the concept of an advisory board and how it can bolster your business against big tech.