THE GAP BETWEEN POTENTIAL AND PERFORMANCE IS COSTING YOU MORE THAN JUST FYC.
When advisors in years 2-5 don’t thrive, it’s not just lost production —
it’s lost momentum, lost energy and lost confidence for your entire team.
WHICH CYCLE ARE YOUR
NEW ADVISORS IN?
Keith Wagner
Being a Managing Director may be the most demanding role in the NM system. But with the right resources, it can also be the most rewarding.
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When we join your team, I’ll teach your new advisors the work ethic, expectations, and communication skills that helped me write $1 million in premium by the time I was 26.
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We’ll coach them to adopt the mindset and beliefs that helped me become the all-time leading producer in Northwestern Mutual’s history at age 41.
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And we’ll help them develop the clarity, confidence, and consistency that earned me recognition as the #1 Forbes Top 250 Financial Security Professional in 2021, 2022, and 2023.
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- Keith Wagner
YOUR COACHES
Chuck Downs
Chuck Downs understands the challenges you face as a Managing Director because he’s been in your shoes. Having built and led a top-performing district network office at Northwestern Mutual, Chuck knows what it takes to guide advisors in their early years and turn potential into performance.
Over his career, Chuck has developed a unique coaching approach that combines his deep expertise in financial services with over 30,000 hours of study in neuroscience, psychology, and human potential. This perspective has enabled him to empower advisors to not only grow their practices but also build fulfilling, balanced lives.
Chuck’s leadership transformed his own district office into an award-winning powerhouse, earning accolades like the Growth Award and Oars Award for six consecutive years. Now, he’s bringing that same winning formula to your office, equipping your under-5 advisors with the confidence, focus, and skills they need to succeed.
Our coaching program is designed to inspire action, simplify complexity, and create sustainable growth for your advisors—and less stress for you. Together, we’ll help your team achieve new levels of success while giving you the freedom to focus on what matters most.
WHAT IF THIS IS THE MISSING PIECE
TO YOUR ADVISORS' SUCCESS?
Your advisors don’t need more traditional training —
they need clarity, confidence, and consistency to excel.
This program gives your advisors
the tools, guidance, and accountability
they need to excel in today’s competitive environment.
KEY PROGRAM BENEFITS
Boost Under 5 FYC
Your advisors will learn how to close larger cases and drive production growth immediately.
Increase Retention
Advisors who gain clarity & confidence early on are more likely to stay, contributing long-term to your office.
Simplify Your Coaching
Save time with a clear, easy-to-implement coaching framework that gives you back time to focus on your personal practice.
Multiply Your Profits
With increased production and retention, your office's overall revenue will grow rapidly.
