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 mindset" is a game-changer. Listen as she highlights the value of what one is building, the importance of productivity over hours worked, and the significance of reflecting on the "why" behind one's actions. She also discusses radical transparency and connecting feedback to an individual's vision to create a profound impact and foster personal responsibility.

Tune in to discover how establishing a strong foundation of trust can empower individuals and drive their success. Learn about Granum's philosophy on activity, which challenges the idea of absolutes and instead focuses on individual motivation and unique circumstances when you listen to this transformative conversation today.

Episode Highlights:

06:30 - One of the first thing that we do with new financial advisors is have them define what success looks like to them, because they're not going to connect to anything that is important to me, and they shouldn't. They're not here for me. What does success look like for you at the end of six months, at the end of the year? What do you want to be able to look in the mirror and say that you've accomplished? And then we make sure that's very, very clear that for the first three to six months, depending on how good you are at posting and planning, you have to know where you're at.

08:44 - I just personally believe that if you don't know where you're going, you're going to row in circles and be really, really tired and not get anywhere. Part of building out a vision is something that we start very, very early on in their practice, even just in onboarding before they're ever even out in the field because building a vision takes time.

09:28 - They were like, "Oh, you're going to write a vision." I just thought that was so touchy-feely and so not me. And then I wrote it and it changed my life. Really taking the time to identify who you want to be in all aspects of your life allows you to really be where your feet are and do the work required to make that happen. It really does help you achieve those things way faster than you thought you ever could have beforehand.

Contact

Heather Price Consulting

Katie Montoya-Fuller

LinkedIn