Be the
Top Player
in Your Market
Attending NM Annual Meeting? Let's Connect!
Milwaukee | July 19-22, 2025
Book a focused 20-minute session with me to sharpen your referral strategy, client experience, or marketing approach — fast.
Walk away with clear, actionable ideas tailored to your practice.
If you see me, snap a pic and post it on LinkedIn,
Facebook, or Instagram with #SpotThePlaymaker.
Each post is an entry for a daily raffle for a
private marketing strategy session ($500 value).
Let the spotting begin!
CURRENT EVENTS
MVP Scholarships
In honor of Playmaker Coaching & Consulting’s 5th Anniversary, we’re giving five driven financial advisors an incredible chance to join our MVP Program for just $600 for the entire year—a 50% discount from the usual $1,200!
This is your chance to supercharge your career with personalized coaching and support—all at a fraction of the regular cost. Application submission are open now, and we’re selecting just 5 lucky winners—so act fast!
Click here to apply today.
EVENTS
NM Playmakers Changing the Game Webinar Series
Elevated Branding:
Speak, Spread, and Stand Out!
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to learn how to build a strong brand identity, connect with your ideal audience, and create a compelling brand story.
Live from 12-12:30pm CST with time for Q&A.
Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.
EVENTS
NM Playmakers Changing the Game Webinar Series
Marketing Triple Threat
Amplifying Reach- Creative Collateral – Brand Mastery
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.
Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.
▶️Watch the Replays
ATTRACT MORE IDEAL CLIENTS WITH A DIGITAL PRESENCE THAT SPEAKS FOR YOU.
Welcome to the Champions Club!
- Website
- Social Media Profile
- Search
Registration Closing Soon!
EVENTS
NM Playmakers
Changing the Game Webinar Series
SAVE THE DATE
September 5 | September 19 | October 3
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.
Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.
EVENTS
NM Playmakers Changing the Game Webinar Series
Powerhouse Marketing
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients. Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.
Join us:
September 5th 12-12:30pm CST: James Kaiser, WMA and co-founder of Gamma Wealth Partners in Montana (NM 2008)
- How building powerhouse marketing requires a powerhouse team and unwavering commitment to your vision
- Valuable insights on developing a firm’s name and navigating the rebranding process
- Strategies for continuing to grow your practice, especially if you’re considering a teaming model
September 19th 12-12:30pm CST: Mike Riggs, FA from the Sarnecki Network Office in Kansas (NM 2018)
- How Mike revamped his online presence to nurture clients and grow his share of assets
- The impact of refining his value proposition and gathering impactful testimonials
- How showcasing his authentic approach drives success in his practice
October 3rd 12-12:30pm CST: Bonnie Mangold, 1-star Pathfinder FA in Pittsburg, PA (NM 2018)
- Despite relocating her practice twice, how Bonnie has achieved Forum status, and built a thriving powerhouse practice
- How she leverages innovative marketing strategies like online prospecting, webinars, and events
- Her unique approaches, combined with her team’s integral support
EVENTS
NM Playmakers Changing the Game Webinar Series
Marketing Triple Threat
Amplifying Reach- Creative Collateral – Brand Mastery
Hear from Northwestern Mutual advisors who are leading the way regarding their advice, experience, and strategies to develop a winning system that allows you to play your position and score more ideal clients.
Open to all Northwestern Mutual advisors but best suited for under 5 advisors working towards MDRT or Lives Leader Summit.
▶️Watch the Replays
Sales + Marketing = More Control &
Better Results
- Sees the whole field
- Has a winning team
- Uses a playbook & system to SCORE
- Helps you win consistently
Inside the Huddle: From Rookie to Pro
How to market consistently?
0:37
2:06
2:04
2:18
2:12
1:57
1:59
2:41
1:53
1:49
6:07
Business development doesn’t have to be overwhelming, inconsistent, or unintentional.
Accelerate with a Flexible Client Acquisition Game Plan that Evolves as the Game Changes.
- You deserve support from someone who understands sales, marketing, operations, AND compliance.
- You deserve to work with someone who understands your unique business and clientele.
- You deserve a strategy that is put directly into action.
Built on the same principles you likely use: start early, diversify your strategy, dollar cost average, and maximize the magic of compound interest accelerates growth exponentially over time.
How to SCORE
The Playmaker is a player that leads the team to score, sees the entire field, and gets the ball to the right person at the right time. For your business, this means:
GeneRATING
More LEADS
DRIVING HIGHER
CONVERSIONS
CREATING
RAVING FANS
SAVING YOUR
TIME & HEADACHES
ACHIEVING YOUR
BUSINESS GOALS
FASTER
A PLAYBOOK for
Success
You can stay on offense and play your position.
Ready to get in the game?
TAKE THE SCORE WINNING SYSTEM ASSESSMENT
MARKETING PLAYBOOK
Strategy & Consistency
SPECIFY
Confidence & Clarity
CONSIDERATION
OTHERS
Expand Audience
RELATIONSHIPS
Increase Conversions
EXPERIENCE
If you aren’t at least a 6 in each area it’s time to take action.
Schedule a discovery meeting to review the assessment and discuss recommendations.
- Clients have improved their SCORE over 100% in just 90 days.
WHAT OUR CLIENTS ARE SAYING
Make client acquisition more strategic, values-based, and consistent (SVC).
Create greater control and improve results with a winning client acquisition game plan. Reduce the time and money spent on unproductive efforts.