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Activity Coaching Conversations

Heather Price and Sabine Robinson

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Hey everyone, welcome to activity coaching conversations with Heather and Sabina, where we discuss coaching strategies for the overachievers, the slow starters and everyone in between. We're going to share everything we know about instilling early success habits, the science behind activity, and how to build a values-based FR centered coaching philosophy. Activity Coaching Conversations is all about balancing accountability with the art and science of coaching. Each episode will highlight be ...
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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 learnin…
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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…
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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…
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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 rela…
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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 …
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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 st…
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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 perfor…
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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 wi…
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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 Representat…
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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. Ka…
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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…
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Do you want to help your FRs grow their businesses and achieve their goals? This episode of the podcast features guest Kristin Burke, a goal achievement coach who helps service-based business owners make their dreams a reality. We discuss the importance of blending metrics from an organization and individual goals, how to hold advisors accountable,…
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In this episode, Heather and Sabine discuss coaching scenarios and language that can be useful for different situations. Several scenarios include: Challenging FRs to think bigger when they are already easily hitting their goals What to do when an FR doesn’t like setting goals Coaching to 25-30 ahead when an FR is consistently below that Highlights…
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Termination conversations and experiences are shared in this episode. The role-playing continues with Heather as an FR who is not doing well, shows no signs of improvement, and is at risk of being terminated. Listen to how Sabine is being direct and honest with Heather about her activity and production levels and how she discusses her options, poin…
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Several months ago, we asked our listeners, "What would you like to hear about?" Graciously, we received some great questions and topics. In this episode, we selected the following to discuss: How do you coach to expectations when no one is hitting them? How do you keep the right balance of activity coaching (the science) and business coaching (the…
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In this episode, we're going to role play a few pivotal coaching conversations, including the series of termination conversations that we referred to in a previous episode. We’ll take you through three different scenarios with the same rep: the first time they tell you they want to quit; the second time they want to quit, and then the third time th…
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Madison Wilcox discusses how and why she got into activity coaching. She shares her struggles and successes with activity coaching and how setting expectations and creating alignment network-wide helped immensely. Madison is passionate about helping people and being a cheerleader for them as the ultimate hype-girl. She has worked hard on being a tr…
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In today's episode, Sabine and Heather discuss the importance of handling terminations in a way that leaves former FRs with a positive story to tell about their experience and their dignity intact. They discuss some of the reasons FRs leave the business and some of the reasons FRs who probably should leave hang on too long. They talk about what clu…
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In order to have the ultimate impact in your coaching, it’s crucial to get off to a solid start. This begins with an effective introductory meeting to learn about the new FR, specifically their “Why”, how they like to be coached, and how they prefer to receive feedback. It also helps to share your coaching philosophy and expectations. This episode …
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In this episode we’re going to take a deeper look at something we all do, sometimes without even realizing it, and that’s make excuses. We often talk about how to overcome excuses in coaching but today we’re going to look at why people make excuses in the first place. We’ll cover the unintended consequences of making excuses, the benefits of excuse…
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Effective communication is a key component of ensuring your leadership team’s full impact on the development of FRs. This begins by understanding each individual's role and responsibility and identifying the communication channels that will work best for your team. By communicating effectively with your leadership team, you can minimize confusion a…
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Building and sustaining good habits is one of the more difficult challenges most people face. In this episode, you will learn how to approach the habit-building challenge with specific steps, why the 21-days-to-a-habit concept is a myth, and the critical role of external systems in helping you succeed in building good habits. Highlights: 01:17 The …
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In this episode, Heather and Sabine are joined by Jennifer Hensley, owner of Playmaker Coaching & Consulting. They discuss marketing strategies for new FR's. Hensley shares her proven system for achieving top-tier results. She discusses the importance of creating a strategic plan and outlines the steps necessary to implement it successfully. The co…
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In this episode, Sabine talks with John Puffer, Culture Index expert. John has analyzed over 50,000 Culture Index profiles in the 13 years he has trained field leaders and is currently working with 60 Northwestern Mutual MPs and dozens of high-performing ensembles. John will discuss how the Culture Index can be effectively used as a tool for coachi…
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In this episode, Heather and Sabine welcome Managing Partner, Ryan Kramer, and Director of Development, Octavia Morton to discuss the importance of the MP’s belief in activity coaching and the activity coach's role. Highlights: 01:40 Some of the systems or programs have come and gone over time, but activity coaching, (or maybe you call it RACE or P…
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Values are the guiding principles and beliefs that we use to make decisions in our lives, especially in the face of adversity. They provide a framework for making choices, and they help us to stay focused on what is truly important to us. When we live in alignment with our values, we feel happier and more fulfilled. In this episode, Lyle Maryniak j…
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In this episode Heather and Sabine are joined by Philip Christman and Lynn Caseletto. They talk about the Harrison Assessment and why you should consider it in your coaching process. Lynn and Philip explain how the Harrison works, why it's so beneficial, and ideas for implementation. If you are looking for ways to provide more value in your coachin…
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It all starts with new clients - it’s hard to do any kind of planning before first acquiring a client. In this episode, Heather and Sabine discuss the importance of building your client base and the many benefits of doing the hard work around acquiring new clients. Premium pays the bills today, but new clients pay the bills today AND well into the …
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Join guests Jaala Sullivan (Chief Development Officer) and Nicole Kriegel (Kriegel Coaching & Consulting) as they discuss their career journey to and from activity coach. Hear how their previous roles lead to activity coaching and how their activity coaching experience led to where they are today. They will share a bit about their development and h…
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Polish your communication skills with Heather and Sabine as they share some key speaking tips that will help you get your point across in any situation. As a coach, you are always communicating both one-on-one and in group settings. Whether you’re terrified of public speaking or can’t wait to hit the stage, the speaking skills in this episode will …
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Effective coaching requires active listening skills. As a coach, listening is one of your most valuable tools. How would you rate your listening skills? Join us, and you can take our listening quiz. Heather and Sabine will also discuss how you can effectively use listening skills to build relationships, increase trust, and influence those you coach…
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As a coach, one of the most important things you can do is help your clients develop a strong sense of conviction around their core beliefs. This is because our beliefs have a powerful impact on our behavior and habits. If we believe that something is possible, we are much more likely to take action and persist in the face of adversity. In this epi…
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Should activity coaching for interns look different than coaching for full-time FRs? What’s different and what is the same? In this episode, Sarah Ward and Gabe Adams share their thoughts about activity coaching for interns; how to coach in groups, how to keep things fun, and how to set effective expectations. Tune in to this episode and hear more …
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In this episode Sabine and Heather talk about The Power of Praise and Recognition. Organizations that effectively praise and recognize people on a regular basis see a measurable impact on their bottom line. In this episode they dig into the art of effectively praising and recognizing individuals that goes beyond just saying “good job.” They also di…
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In this episode, we discuss tactical strategies to create the environment for accountability and follow through to take place. In our Say That Again segment, we role play a “What Do I Want” exercise, which helps to better understand the FRs goals and what drives them. Highlights: 03:54 – Helping people connect with their why; If you want to create …
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In this episode we talk about the topic of accountability (part 1). Some of the questions we often receive are: How do I get my reps to show up to our development meetings? How do I get my reps to follow through on their commitments? How do I hold my reps accountable? I’m sure anybody who’s listening has probably heard one of those three questions …
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In this episode we talk about what happens after a sale is made. There’s plenty that happens in this final step of the sales cycle that contributes to building a strong client base and keeping business on the books. Today Sabine and Heather talk about follow-up as a critical business strategy to build credibility, trust, future sales, and a client …
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In this episode, we discuss an important topic for all which is mental wellness. Mental health has been a taboo subject for such a long time but we see that the world is starting to open up and talk more about this important subject. Sabine and Heather talk about how essential it is to understand mental wellness for your benefit and the people you …
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In today’s episode, Heather and Sabine focus on the first 75 days of an FR’s career. They discuss Granums expectations for the first 25, 50, and 75 days and how to determine whether or not this career path is the best fit. They also talk about the importance of promoting and preparing for these critical meetings. For each meeting they explain what …
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In this episode we talk about the psychology of prospecting. Prospecting is a vital process woven throughout the sales cycle steps. It is also one of the most difficult for your reps to master. Sabine and Heather will give you an in-depth understanding of the psychology of prospecting and talk about the mindset your reps need when prospecting. In t…
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Today’s episode focuses on the importance of coaching to the individual, and understanding that women have unique perspectives and needs. Heather and Sabine speak with Hannah Kirby and Kristin Herman, both advisors at Northwestern Mutual, about their experiences as women in this industry and their coaching experiences. They talk about what they lov…
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In this episode, Heather Price and Sabine Robinson talk about the psychology and objectives of each step of the sales cycle. It’s important to conduct each step but it is also essential to maximize the effort and the skill with each step. They both dive deep into each of these steps and give us the important facts we need to know in order to have a…
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In this episode, Heather Price and Sabine Robinson introduce us to Meghan Hart, the Director of Training and Development at the Miller office in Pittsburgh. They dive deep into the importance of a solid DYM plan. Having enough quality names and a solid approach to reaching out to these individuals is one key to a successful start in the business. I…
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In this episode, Heather Price and Sabine Robinson talk about how to keep successful Reps engaged and coach them to an even bigger and better future. It is important to remember that even when an FR is really successful, there are still going to be bumps and pitfalls, and sometimes these are the FRs who can be the most challenging. According to Sab…
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Heather and Sabine introduce us to Sarah Koenig who is a performance expert with more than 20 years of experience in building systems and execution that drive performance growth. She is the founder of Optimize Advisory where she serves as a remote fractional COO and a positive intelligence coach. In the first part of the episode, Sarah gives us inf…
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In this episode, Heather Price and Sabine Robinson talk about the Success Cycle and the specific steps that occur whenever someone tackles a difficult goal. Step by step, they show us what this cycle looks like and what you, as an activity coach, have to do to help your FRs reach that goal. In the Say That Again segment, they role-play each of the …
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There are times when coaching will give you positive energy, and there are times when it can be a major energy drain as well. How you manage the mental and emotional side of being a coach can make all the difference for you and those that you are coaching. In this episode, Heather Price and Sabine Robinson welcome Kylie McKinney. Kylie completed he…
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Heather and Sabine have used the last nine episodes to share some of their best coaching strategies. To celebrate their tenth episode, they invited two guest speakers, a former Northwestern Mutual representative, and a current Northwestern Mutual representative to share their perspective on the career. In the first part of the episode, Heather intr…
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In this episode, Heather Price and Sabine Robinson talk about building trust and how to build a coaching philosophy. Sabine talks about how we can attempt to make trust more concrete and defines some of the specific elements that make for a trusting relationship. She also takes us through some of the best practices for building a coaching philosoph…
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In this episode, Heather and Sabine talk about why posting and planning are important and how to get your FRs to post and plan daily. In any successful business, you have to track your performance. Posting allows you to measure your performance to your goals, and planning allows you to manage your business effectively and efficiently. According to …
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