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.

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.

In this dynamic episode, hosts Heather and Sabine delve into the critical factors influencing a swift start in activity coaching conversations. They are joined by esteemed guests, Rachel Nutter and Christopher Shafer, who are seasoned experts in the field. They emphasize setting recruiting cutoffs and smooth transitions to full-time roles. These strategies provide clarity for new reps and coaches, setting clear expectations from the beginning of training.

With over 30 years in financial services, Phil Bender is a seasoned expert. In 2018, he founded Sea Captain Coaching, guiding over 250 clients to success. Phil emphasizes instilling core values like personal responsibility and a growth mindset in advisors. For prospective team members, he delves deep into work ethic, understanding their peak performances.

Dive into the world of activity coaching with Andy Tima and Andrew Hoffman as they take the "Coach's Spotlight" to share their fervor for empowering others through effective coaching strategies. For Andy, the joy lies in celebrating the victories of new advisors and witnessing their triumphant success. Andrew, on the other hand, finds delight in witnessing the transformation of confidence, comfortability, and conversational prowess during coaching conversations.

Join us on this episode as Heather explores the transformative world of Activity Coaching Conversations with Managing Partner Leo Tucker, CLU, CLF, and Allenda Ford, Director of Training and Development. They shed light on the profound impact of activity coaching in fostering structure, productivity, and accountability for new Financial Representatives (FRs). Discover why activity coaching is a promise that begins during the selection process and continues throughout the FRs' journey. Gain insights into the importance of standard-setting, ongoing development, and the value of having a dedicated activity coach.

After a hiatus to re-center and re-calibrate, Heather and Sabine are back and are joined by special guest Katie Montoya Fuller, Chief Development Officer at Northwestern Mutual in this captivating episode. Katie shares her insights on unlocking success through vision and action. She emphasizes that progress, not perfection, is the key to growth.