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.
Contact
Heather Price Consulting
Kevin Pilz