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.

The discussion highlights the potential drawbacks of forgoing recruitment cutoffs, emphasizing the importance of providing candidates with ample preparation time before training commences. The benefits of synchronizing the start date for all class members are explored, fostering camaraderie and expediting the onboarding process.

Tune in to gain invaluable insights into crafting a fast start in the world of financial advising. As Heather, Sabine, Rachel, and Christopher assert there is no one-size-fits-all approach. Coaching must be tailored to each candidate's distinct journey. Listen now and accelerate your path to success!

Episode Highlights:

06:35 - Having a cutoff and having a consistent flip to full-time provides a lot of clarity, not only for the new rep, but also for those coaching and just setting expectations across the office. So, I think overall it provides a lot of clarity for everybody, which is a good thing. Clarity is kind.

10:15 - I think about the perception of their community that they're going to be using to start their own firm, and if they're starting a new business and they're a career changer and it's this rushed squirrely thing, probably doesn't bode well for them trying to help their warm market, if you will.

29:07 - It's just like situational coaching. It's very dependent on everybody's situation, but I encourage at least to knock out one or two of the exams if possible prior to getting started. It's hard to keep a full calendar and to be studying and live your life as well.

Contact

Heather Price Consulting

Christopher Shafer

LinkedIn

Rachel Nutter

LinkedIn