Episode 53: An FR's Perspective with Kevin Pilz

In this episode, we sit down with Kevin Pilz who, after transitioning from a career in broadcasting and radio, found a new path at Northwestern Mutual. Listen in as Kevin shares his journey navigating the world of financial representatives (FRs), the importance of setting purposeful, context-specific goals, and how he learned to manage commitments within his capabilities. Discover how Kevin’s perspective on coaching evolved, and how it played a pivotal role in his career growth.

Listen as Heather and Sabine share wisdom on treating financial advisors as human beings first, and the importance of a single-minded commitment. Don't miss out on their advice for new advisors and coaches, all delivered with a personal touch. Tune in to uncover the intricacies of activity coaching, the benefits of consistency, and the power of an abundance mindset.

Episode Highlights:

03:11 - I think you did a very good job of trying to not only help me, guide me to what those goals might be, but understand who I was, too. So I really think the time we spent together, you and I were able to build a connection where you understood where I was at, and you were able to push me a little bit when I needed it as well.

09:25 - As a new rep as you know, it's like, yes, you need to do all these other things, but there's all these other things I need to do to keep up with it. So, it was really important to what was meaningful to me and I was able to keep up with.

14:27 - The one thing that was always consistent was every Tuesday and every Thursday at 9 a.m., I started with Heather and talked about what was going on. And I think that really helped me develop a meaningful relationship because of the consistency and that was really nice.