The Gap Between Potential and Performance Costs More Than Just FYC.​
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Commitment Wavers
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Momentum Stalls
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Energy Drains
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Confidence Suffers
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Morale Dips
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Growth Plateaus
But it doesn’t have to be this way.
We can help you close the gap, eliminate the obstacles and unlock your new advisors' potential.
PROGRAM BENEFITS
Master Prospecting
Transform your Under 5’s into confident prospecting machines that consistently get high-quality referrals.
Accelerate Activity
Empower your new advisors to execute Granum activity, fuel momentum and get more done in less time.
Boost
Production
Equip your advisors to close more new clients, bigger clients, and consistently achieve their goals.
Free
Your Time
Reduce the fire drills, enjoy more bandwidth, and lead with less stress —while empowering your advisors to thrive.
Here's A Few Win's From Under 5’s In Our Program
“Submitted 50K premium in January”
- Chris Moen
3 years
“Closed my first solo $20,000 case.”
- Ryan Rhoto
4 years
“In the last 5 weeks. I have submitted 12k, 15k, and 24k - all solo.”
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- Cole Cunningham
4 years
“More referrals this month than any other month in past 2 years.”
- JT Martin
5 years
Imagine Your Office Attracting More Top Talent Because:
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Your new advisors are thriving not just surviving, with the confidence and skills to succeed.
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Your advisors consistently maintain Granum activity, focusing on great markets that drive meaningful results.
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Your new advisor's clients are impressed and engaged, becoming enthusiastic advocates for your office.
This isn’t just a dream—
it’s the reality Epic Success Coaching
can help you create.
HERE'S HOW:
CORE PROGRAM
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Monthly Coaching and Q&A with Keith Wagner
3rd Thursday of every month, 10am EST
Keith propels advisors toward Granum-level activity, equipping them to attract bigger prospects, close larger cases, and write more new clients.
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Role Play and Refinement
4th Thursday of every month, 10am EST
The best athletes and actors dedicate countless hours to practice, guided by expert coaches who refine their performance. Similarly, we host monthly role play sessions, providing advisors with real-time feedback to hone their craft and elevate their skills.
ADDITIONAL RESOURCES
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Mindset Mastery with Chuck Downs
2nd Thursday of every month, 10am EST
Each month, Chuck empowers advisors to break through self-imposed barriers by mastering their mindset, sharpening daily discipline, and optimizing time management for maximum results.
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Monthly Commitments and Accountability
After Keith’s sessions, facilitator-led breakout groups guide advisors in defining clear commitments and actionable accountability steps aligned with the month’s focus.
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Support Team Development
Your support team is invited to join the Mindset Mastery sessions with Chuck. This coaching helps them improve their efficiency, sharpen their skills, and boost their confidence, strengthening the overall foundation that supports advisor success.
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Friday Finish Strong
A weekly automated reminder system that keeps advisors accountable by tracking progress, solidifying goals, and ensuring they close out each week with focus and purpose.
This program gives your new advisors all the tools, guidance, and accountability they need to master prospecting, accelerate activity and boost production.
This will be one of the best investments you ever make in your business, ensuring your new advisors are set up for consistent growth, high performance, and sustainable success.
If after 30 days you’re not fully satisfied with the program, let us know, and we’ll issue a full refund—no questions asked.
Stay enrolled as long as the program continues to deliver results for your team.
"I showed a client the biggest premium I’ve ever shown, and they said yes. I wouldn’t have done that without Keith and Chuck pushing me to be daring."
— Stephanie Lowe
YOUR COACHES
Keith Wagner
I know how demanding your role as a Managing Director can be. It’s one of the toughest contracts in Northwestern Mutual, requiring you to juggle production, leadership, and coaching while ensuring your team thrives.
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I’ve been where your advisors in years 2-5 are right now—trying to navigate the complexities of this business, often without clear guidance or confidence. That’s why I want to bring the proven strategies and belief systems that transformed my career into your office.
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By age 26, I wrote $1 million in premium. By age 41, I became Northwestern Mutual’s all-time leading producer. I’ve been recognized as the #1 Forbes Top 250 Financial Security Professional in 2021, 2022, and 2023, but the real accomplishment was the transformation it took to get there: clarity, consistency, and confidence.
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I’ll bring this transformation to your under-5 advisors, helping them achieve bigger cases, higher activity, and new levels of belief in what’s possible. Together, we’ll build a team that sets new records—and a legacy you can be proud of.
Chuck Downs
I’ve walked in your shoes as a Managing Director. I know what it feels like to carry the weight of your team’s performance while trying to keep everything running smoothly. It’s exhausting, and it can feel like there’s no room to breathe.
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When I founded and led a district network office at Northwestern Mutual, I knew the stakes were high—not just for my production, but for the success of the advisors who relied on me. Over the years, I developed a system to simplify the chaos, inspire my advisors to aim higher, and build the confidence they needed to consistently deliver big wins.
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That system worked: I recruited and developed over 20 MDRT qualifiers, including Court and Top of the Table members. In fact the first 11 advisors I recruited achieved Pacesetter 40, setting a foundation of excellence in our office. We went on to earn six consecutive Growth Awards and Oars Awards, as well as the Achievement Award twice. Additionally, I qualified for Forum eight times.
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What I bring to this program isn’t just numbers—it’s a deep understanding of what makes people tick. With over 30,000 hours of study in neuroscience, psychology, and human potential, I’ve learned how to help advisors tap into their best selves.
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Through this coaching program, we’ll help your team not just succeed but exceed what they thought was possible. Together, we’ll turn potential into performance, giving you a thriving, high-producing team and a new sense of what’s possible for your office.
What’s Holding Your Office Back?
When new advisors underperform, it impacts every part of your office —
from production and recruiting to your leadership and team culture.
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Lost Revenue: Struggling advisors leave revenue and opportunities on the table.
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High Turnover: Losing advisors increases recruiting costs and limits long-term profitability.
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Recruiting Challenges: Top-tier talent is harder to attract without strong retention and production.
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Leadership Overload: Supporting underperforming advisors leaves you drained and stretched thin
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Unrealized Potential: Failing to develop top-performing advisors holds back your mission as a leader.​
Don’t let underperformance limit your office’s success.
Coaching with Keith Wagner & Chuck Downs transforms new advisors into top performers, boosting retention, production, and profitability—so you can lead a thriving team.
From Chaos
to Confidence
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A Thriving Office: Experience the satisfaction of leading a cohesive, high-performing team.
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Fewer Fires to Put Out: With empowered advisors and better-aligned support staff, you’ll spend less time managing crises and more time driving strategy.
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A Reputation of Excellence: Build an office that attracts top talent and earns recognition for its consistent performance.
