Activity Coaching Conversations

In a world that demands constant evolution, how do you step outside your comfort zone to discover your true potential? Heather and Sabine discuss their journey on this final episode of the Activity Coaching Conversations podcast, revealing their next steps in an evolving coaching landscape. Ready to transform how you guide others and yourself? Tune in as Heather unveils her next podcast venture, "...

Are you ready to revolutionize your coaching approach? In this thought-provoking episode, Heather and Sabine dissect the art of effective coaching, contrasting it with its less inspiring counterpart. They emphasize the long-lasting impact a coach can have—from middle school memories to professional development. Why do some coaches leave lasting positive impressions while others diminish passion an...

Ever wonder what makes the difference between ultimate success and total collapse for advisors? As a coach, your influence can be pivotal. In this episode of Activity Coaching Conversations, hosts Heather and Sabine explore the unpredictable tides of streaks and slumps, sharing strategies to guide your team through both highs and lows. Addressing the core causes behind these phases and the impact...

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,...

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...

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. They dissect the pillars of personal responsibility and their broad impacts on various aspects of life and coaching. The duo emphasizes the importance of admitting mistakes, taking acti...

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...

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 under...

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...

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. Heather and Sabine also dissect the 10-3-1 ratio, stressing the importance of understanding the "truth...

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 closin...

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.   Seth emphasizes hands-on learning and using tech...

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. Heather and Sabine highlight the transformative impact of activity coaches, encouraging listeners to realize thei...

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. Whether you're a new fi...

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 p...

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 Impact Flexibility Misconceptions in Coaching Personal Growth Trajectories for Coaches Gran...

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 Meetings Lives/NC Ratio Professionalism Communication and Positioning of Expectations Additionally, tune in to hear about the importance of coaching beyond minimums and explore the transformative potential of aspirational messaging. They also sh...

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 signifi...

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&nbsp...

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,...

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. Prospecting strategies evolve with coachin...

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, comfort...

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...

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. Katie's advice on embracing a "business owner mindse...

The Power of 100 How do you help reps build a truly integrated planning practice? In this episode, Sabine and Heather share the seven recommended building blocks for a planning practice and the order in which they occur. From obtaining a balanced 100 activity points per month to earning $100,000 per year in renewals, you will learn a clear, concise path to success that includes the full planning p...