The Sea Captain Way

Thomas is a Business Development Manager at Supporting Strategies. He is a seasoned financial industry professional with over 30 years of experience in business development. His background includes 21 years in retail banking and 17 years in management roles. Thomas builds trust-based relationships with his clients that drive business growth. Key points:Supporting Strategies provides outsourced virtual bookkeeping, accounting and operational support services.He is on the Leadership Advisory Council for E-for-All/EparaTodos of Merrimack Valley near his home in Newton, NH. The non-profit supports early-stage entrepreneurs in under-served communities with a 12-week accelerator program to teach them how to run their businesses. Thomas is involved in the Pheonix Swords, and does performances that include historical martial-like stage combat and fire.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Thomas HowardThomasHoward@SupportingStrategies.com781-424-2204LinkedInNow Available!The Sea Captain Way for Financial Advisors

Sarah Carlan is the latest guest on the Sea Captain Way. Sarah is a therapist, leadership coach and career satisfaction mentor who helps her clients rediscover an internal sense of power that cannot be shaken by external events. She holds coaching certifications from Brown University School of Professional Studies and International Coaching Federation. Key points:Sarah talks about her coaching and group facilitation for purpose-driven people and organizations.The three discuss boundary setting, defining value and finding more ease at work. Sarah offers insights and guidance to understanding your values and how they can help measure the metrics of success. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Sarah CarlanLinkedInwww.SarahCarlan.comNow Available!The Sea Captain Way for Financial Advisors

Internationally recognized business speaker and stroke survivor Roderick Jefferson is our latest guest on the The Sea Captain Way. He has shared his dynamic voice at a variety of events including keynotes, guest lectures, webinars, podcasts, and domain expertise panels for companies such as American Express, Oracle, Cisco, LinkedIn, Salesforce, SAP, Uber and Zoom. He is also the author of the Amazon #1 Bestselling book, Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence. Key points:One of Jefferson's keynote speaking topics is titled “The 2% Mentality,” and it's about overcoming life's obstacles. Jefferson talks about how he overcame a near-fatal stroke and made a full recovery.As part of Jefferson's sales enablement coaching and training, he helps his clients convert prospects into customers. This involves breaking down the complexity of the buying and selling process through scalable, measurable and repeatable practices.Inconsistent execution can doom even the strongest sales initiatives and strategies. Jefferson is an acknowledged thought leader in the sales enablement space. He wrote a book that was an Amazon #1 Bestseller titled “Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Roderick JeffersonLinktr.eeNow Available!The Sea Captain Way for Financial Advisors

Tom Schin is the Owner of Build a Better Culture, which helps clients with employee engagement, leadership development, company culture, people strategy and recruiting through one-on-one training or group workshops. Key points:Build a Better Culture conducts Culture Audits.Tom call himself an “Engagement Engineer.”Strong leaders help drive higher employee engagement, increase productivity and foster a better and more inclusive workplace culture.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Tom ShinLinkedInNow Available!The Sea Captain Way for Financial Advisors

This latest episode features Sea Captain Coach Ben Miller, a Leadership and Performance Development Coach dedicated to helping his clients unlock their potential and lead with purpose. Key points:His experience includes building high-performing teams, enhancing client effectiveness and driving measurable outcomes. Prior to joining Sea Captain Coaching, he was a Managing Partner and Chief Development Officer at a Fortune 100 company for more than 20 years.Ben holds a Private Pilot License and also was a Big 10 college wrestling official. Ben talks about the most challenging match he ever refereed.Ben is guided by his mission to “Teach Others to Live with Great Purpose.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with BenLinkedInNow Available!The Sea Captain Way for Financial Advisors

Phil and Greg are joined by Keith Willis, the President and Founder of Core Management Training, on this episode of the Sea Captain Way. Keith has translated his experience as a Captain in the US Army into being a sales trainer, strategist, and a leadership expert.Key points:Keith has invested his time and energy into understanding how high achievers perform and the strategies they use to achieve their goals. As a Captain in the US Army, Keith worked with some of the best and brightest leaders in the military, building teams that consistently rose to the challenge. Companies often hire Managers from outside the organization who don't know the culture with the hopes they will be effective leaders. Because there is typically no strategy for development, the Managers struggle. A recent Gallup survey that says 53% of workers felt that they were not engaged with their employers. It is estimated this led to $1.9 trillion lost productivity in 2023.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Keith Willis LinkedInNow Available!The Sea Captain Way for Financial Advisors

This podcast features Erik Abraham, a Managing Partner at EJA Holdings and a Founder of Abraham Ranch, a non-profit dedicated to rescuing farm animals such as horses, cows, goats and pigs. Key points:Erik worked as an entrepreneur in the oil and gas industry in Wyoming, Colorado, and Nebraska. Erik talks about what that experience was like and how he was able to succeed.Erik and his wife Katie have a passion for animal welfare and founded Abraham Ranch in Clarkston, Michigan, a northern suburb of Detroit. Abraham Ranch is a non-profit organization dedicated to the rescue of farm animals, all of which reside at the 140 acres of property. Abraham Ranch also serves as a resource for education about animals, nature and the environment as well as a retreat destination for humans who need to reconnect with nature. One of the ways Erik and Katie give back to the community is by working with a Foundation called 42 Strong. The Foundation was established as a peer-to-peer mentoring program after a school shooting in his area a few years ago. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Erik Abraham Abraham RanchLinkedIn Now Available!The Sea Captain Way for Financial Advisors

Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast. Key points:Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals. He has also founded and operates other consulting firms focused on professional development, recruiting and acquisitions for businesses outside of the wealth management space.Eddy reads a business or leadership book each month and summarizes it for his closest contacts and clients.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Eddyhttps://www.lead-advisor.comLinkedInNow Available!The Sea Captain Way for Financial Advisors

This podcast features the talented Jenn Quader, the President & CEO of The Smart Agency, which is committed to advancing commercial real estate and financial services through effective communications. Her belief is that the way to get what you want is to ask for it!Key points:Jenn started her career as a professional theatre actress. She grew up in a family of musicians in North Carolina and her family had its own television show. A jazz vocalist, Jenn just finished an album of jazz standards in collaboration with her father called “Love, In All Its Forms.” Jenn's team helps companies tell their story more effectively to advance the built environment, deepen social impact, preserve stability, and build the next generation of great communicatorsShe recently gave a TEDx Talk at The American University in Paris entitled “A guide to navigating change with confidence,” in which she shared specific strategies for facing change, communicating clearly, and continuing to walk while making a positive impact on your journey. One of the themes in her presentation was “Confidently Walking in the Wrong Direction.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Jennhttps://thesmartagency.com/LinkedInNow Available!The Sea Captain Way for Financial Advisors

Vance Crowe is the Founder and owner of Legacy Interviews, a firm that provides clients with professionally recorded videos designed to capture life stories for future generations.Key points:Vance's experience includes working as the Director of Millennial Engagement for Monsanto, serving as a Communications Strategist at The World Bank and volunteering for the Peace Corp in Kenya.He has spoken before more than 300,000 live audience members with insights on how to engage critics, negotiate with employees and deepen the relationships that matter most.Vance talks about becoming an entrepreneur, leaving the corporate world after 15 years and hanging out his own shingle three years ago.The trio talk about the key takeaways from an upcoming series of workshops Vance is conducting about “Interest-Based Communications for the Workplace.”SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Vancehttps://www.vancecrowe.comhttps://www.linkedin.com/in/vancecrowe/Now Available!The Sea Captain Way for Financial Advisorshttps://www.amazon.com/Sea-Captain-Way-Financial-Advisors/dp/B0CCCX5KY6/ref=sr_1_1?crid=3JF918FRMRQ2V&keywords=sea+captain+way+for+financial+advisors&qid=1691521807&sprefix=sea+captain+way+for+financial+advisors%2Caps%2C232&sr=8-1

Coach and Commander with Peter Rendina This episode features Peter Rendina, the current Deputy Chief Inspector for America's Oldest Federal Law Enforcement Agency, the United States Postal Inspection Service. Key points:During his career, he has investigated drug trafficking organizations, mailing and shipping of dangerous and hazardous substances, and served on the joint terrorism task force.Peter is also Certified Professional Coach trained by the Institute for Professional Excellence in Coaching. He partners with clients to create action steps for a more fulfilling and purposeful life and career. In this podcast, Peter, Phil and Greg talk about what is involved in Peter's role as the Deputy Chief Inspector at the United States Postal Inspection Service. Peter uses an attitudinal assessment tool called the Energy Leadership Index with his clients rather than a personality based one.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with PeterLinkedInNow Available!The Sea Captain Way for Financial Advisors

This episode features Christy Ogilvie McCreary, an Executive Coach with Sea Captain Coaching and the owner of Ogilvie Consulting. She helps business professionals all over the world transform their firms by turning their clients into raving fans. Key points:Her passion is connecting people, highlighting their strengths, breaking down challenges and providing transferrable practices to give her clients a sense of authenticity, peace and purpose. Her background includes 30+ years as a professional singer, songwriter and vocal teacher, where her work on stage and in the studio fostered deep insight into the discipline required to develop high level performance.In your leadership coaching and business consulting practice, Christy's clients turn lukewarm clients into raving fans and work to transform the confidence of their teams. One of her superpowers is you are a highly skilled Client Relationship Manger Her signature course is called “8 Weeks to Client Relationship Mastery.”Christy's Coaching approach also focuses on collaborating with your clients to develop effective communication skills and responsive listening techniques. You use the term “Turning the Periscope.”SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Christyhttps://www.linkedin.com/in/christyogilviemccreary/Now Available!The Sea Captain Way for Financial Advisorshttps://www.amazon.com/Sea-Captain-Way-Financial-Advisors/dp/B0CCCX5KY6/ref=sr_1_1?crid=3JF918FRMRQ2V&keywords=sea+captain+way+for+financial+advisors&qid=1691521807&sprefix=sea+captain+way+for+financial+advisors%2Caps%2C232&sr=8-1

Mark is the Founder & CEO of Victory Productions. He is passionate about encouraging others to persevere in the face of life's challenges. He focuses on advocacy work for displaced men, low-income children's educational opportunities, early detection of kidney disease and encouraging more live organ donations. Mark is also known as the “Comeback Coach” based on a life story of dealing with unexpected and unwanted challenges. Key points:In his role as Founder & CEO of Victory Productions, Mark consults with school districts about educational equity, working with a variety of governmental, non-profit, faith-based and business groups to try to reduce the impact of homelessness. Mark received a kidney transplant this summer.Victory Productions created the Drive for Five network to advocate for live organ donation, awareness about kidney disease and legislative policies removing barriers to kidney donation.SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Mark McIntosh Mark@SeekVictory.comNow Available!The Sea Captain Way for Financial Advisorshttps://www.amazon.com/Sea-Captain-Way-Financial-Advisors/dp/B0CCCX5KY6/ref=sr_1_1?crid=3JF918FRMRQ2V&keywords=sea+captain+way+for+financial+advisors&qid=1691521807&sprefix=sea+captain+way+for+financial+advisors%2Caps%2C232&sr=8-1

This episode features Dr. Balaji Rajagopalan, Dean of the Trulaske College of Business at the University of Missouri. Throughout his career, Dean Balaji's leadership has inspired team efforts that strengthened and enhanced the reputation of programs and institutions. He has a strong record of building, sustaining and leveraging relationships with alumni, industry, government and business leaders. Key points:Dr. Rajagopalan has been the Dean at the Trulaske College of Business at the University of Missouri for over a year now. The technology boom has had an enormous impact on businesses of all sizes. Dean Balaji discusses how technology is shaping the opportunities available for future leaders. There are three pillars that drive the Vision & Mission of the University of Missouri College of Business. The College of Business offers the Allen Angel Capital Education Program that allows students to actively learn about angel and venture capital investment strategies.As part of the college's mission of connecting students with industry leaders, it has a Speaker Series. The speakers provide insights into real world experiences that help students prepare for their careers ahead. Phil is going to be a guest lecturer in the Speaker Series in the Fall.The University of Missouri's College of Business has a program called Entrepreneurs Without Borders. It is a one-of-a-kind initiative that builds bridges across the globe by connecting budding entrepreneurs. The Trulaske College of Business has a nationally ranked faculty that conducts research that is market-facing in high impact areas of business and has real-world implications. Dean shares how this research impacts things like sales force management. Dean talks about his vision for the future of the University of Missouri Trulaske School of Business.SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Dr. Balaji Rajapopalanhttps://www.linkedin.com/in/balaji-rajagopalan-ba77492/Now Available!The Sea Captain Way for Financial Advisorshttps://www.amazon.com/Sea-Captain-Way-Financial-Advisors/dp/B0CCCX5KY6/ref=sr_1_1?crid=3JF918FRMRQ2V&keywords=sea+captain+way+for+financial+advisors&qid=1691521807&sprefix=sea+captain+way+for+financial+advisors%2Caps%2C232&sr=8-1

This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm's Chief Investment Officer. He's now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country. Key points:Ron's experience includes working as a senior consultant with Northwestern Mutual field offices, teams and clients to share his extensive experience and insights into the General Account and its impact on product value, performance and in helping clients achieve financial security. He also served in leadership roles at Prudential Financial and Genworth. Ron shares some the advice he gives young leaders on the topic of mindful of behavior and behavioral patterns as they pursue their vision of success.“An Unexpected Journey into the Heart of God” is the name of the book Ron wrote about his journey of spiritual discovery. He says Christian faith is foundational to how he performed in his role as a leader at Fortune 100 and Fortune 500 companies. Ron participated in a program called Project Uplift, which brings together women of color to dialogue with leaders in the financial services space to enhance their acumen and visibility. He shares what that experience was like and type of advice he shared with the participants. One of Ron's hidden skills is his talent for magic, and he shares some of his tricks with Phil and Greg. Ron's book, an Unexpected Journey into the Heart of God, is available on Amazon. SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Ronhttps://www.linkedin.com/in/ronald-joelson-856a0923/Ron@Joelson.netNow Available!The Sea Captain Way for Financial Advisors

This episode features Michelle Magner, a Partner at Socium Advisors who specializes in solution-based financial planning through aggregating clients' needs with high level resources. Key points:Prior to joining Socium, Michelle was a Portfolio Manager with a regional bank & trust company, where she managed investment portfolio design and implementation. Michelle, the first Non-Contracted equity Partner at a Fortune 100 firm, talks about her career path and why she ultimately chose to join Socium. A Sociology major at the University of Missouri, Michelle switched gears and entered into the financial services industry.Phil, Greg and Michelle discuss some of the key factors that contributed to the tremendous growth of Socium.Magner discusss her goal to compete in the six World Marathon Majors and her motivation for doing so. She has bridged her love of running with St. Jude's Children's Research Hospital. She has raised money for and participated in St. Jude's Marathon several times. She talks about running through the hospital's campus and seeing patients and their families in the surrounding area, and what that experience was like.SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Michellehttps://www.linkedin.com/in/michelle-magner-0a476a1ba/Now Available!The Sea Captain Way for Financial Advisors

Sea Captain Way Authors NotesIt's been one year since Phil published his book “The Sea Captain Way for Financial Advisors,” which is available on Amazon. On this podcast, Phil and Greg revisit some of the key themes and principles in the book for listeners who may not have heard previous podcasts about it. Key points:Phil talks about how he has always been at his best during when he had a personal or group coach, and how he wanted to pay that forward with this book.Phil calls himself the “Captain of Transformational Change Agent.” Hear how this metaphor applies to his approach to coaching his clients and helping them navigate uncharted waters in their professional roles as leaders as well as in their personal lives.Greg and Phil recently had a podcast guest who mentioned that the book that had the biggest impact on her view of the world was “Dale Carnegie's How to Win Friends and Influence People.” Being a good listener when building relationships is a theme central to the book. Phil has had a listening coach, and talks about why this is such a critical skill to master.Dale Carnegie also talks about the importance of embracing vulnerability. Phil talks about the power of “Vulnerability with Vision” in his book and explains why this an important attribute for a leader to have? Phil talks about why Roy Disney's quote about Core Values Clarity resonates with him. Phil's in the process of writing a new book. He talks about it and what motivation is for writing it.SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Now Available!The Sea Captain Way for Financial Advisors

This episode features Irina Goldman, who transitioned to operating her own consulting firm after serving as a Google User Experience Program Manager. Key points:Irina is the owner of Flowers Virtual Bookkeeping, a boutique bookkeeping and business consulting company specializing in helping small local businesses. The trio discusses the concept of User Experience in the tech field.Hear more about why good customer service will never be replaced by Artificial Intelligence. Irina discusses her favorite book, “How to Win Friends and Influence People” by Dale Carnegie, and why it motivates her.Irina talks about the inspiration behind taking the risk to pursue her true passion by starting her new practice. SeaCaptainCoaching.comFollow Us On Instagramhttps://www.instagram.com/seacaptaincoaching/Follow Us On Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Phil on LinkedInhttps://www.linkedin.com/in/philbender/Connect with Greg on LinkedInhttps://www.linkedin.com/in/gjpatton/Now Available!The Sea Captain Way for Financial Advisors

On this special episode, Phil Bender is joined by Danny Howard, Tom Sawyer, and Jim Joyner, the hosts of The Brighter Side of Blue Podcast. They delve into real-life law enforcement stories that span the spectrum from humorous to serious. Discover why law enforcement is much like being part of a high-performing sports team, and how this unique perspective impacted the career choice of Jim's son. Get an inside look at the intense training that shapes our officers, and the evolution of the Mobile Reserve into the SWAT team. Tune in to uncover the daily lives of our hosts, their high school memories, and the camaraderie that binds them. Lastly, learn about the creation and vision of "The Brighter Side of Blue." The Brighter Side of Blue Podcast puts a positive spin on law enforcement, in response to negative media, and is available on all major podcast platforms. Key points:SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Jim Joyner, Tom Sawyer and Danny HowardThe Brighter Side of Blue PodcastNow Available!The Sea Captain Way for Financial Advisors

In the latest episode of the Sea Captain Way, Phil and Greg provide invaluable insights into transitioning from sales professional to CEO of your own practice. They explore the power of vulnerability combined with vision, and how it can foster a dynamic and charismatic organizational culture. Key points:● The discussion includes crucial elements for leaders, emphasizing organizational structure, role clarity, emotional intelligence, effective listening, trust-building, and vision creation. ● Drawing from experiences with his listening coach Paul Donoghue, Phil stresses the power of vulnerability in fostering open communication.● Learn the benefits of focusing on process over goals and the art of creating a predictable, yet dynamic work environment. ● Discover what advice Phil offers on resolving internal conflicts and retaining employees.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInNow Available!The Sea Captain Way for Financial Advisors

Phil and Greg welcome Desiree Reed-Francois, the Athletic Director of the University of Missouri-Columbia, to this podcast. Discover how Desiree's leadership has reshaped Mizzou athletics, improving everything from student athlete experience to community engagement.You'll hear about Desiree's fascinating journey, from her early days as a UCLA rowing team student athlete, to a practicing lawyer, to her position at the NFL. Desiree discusses why building lasting relationships and attention to detail are key ingredients to her success.Key points:● Desiree opens up about the life-altering accident that drastically changed her mission and perspective.● You'll be moved by her dedication to providing her student athletes opportunities that extend beyond the field.● Get a glimpse into Desiree's unique early career experiences and learn about her exciting vision for Mizzou Athletics, as well as why the University of Missouri Board of Curators extended her contract unanimously.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Desiree Reed-FrancoisLinkedInNow Available!The Sea Captain Way for Financial Advisors

In this exciting episode of the SeaCaptainWay podcast, hosts Phil Bender and Greg Patton have the honor of engaging in a thought-provoking conversation with Brian Jones of Coaching4Executives, who is a GE6 Sigma Black Belt Master Black Belt and attorney. Known for his prowess in helping leaders enhance their skills and find solutions to their challenges, Brian doesn't shy away from discussing the fundamentals of leadership and the importance of clear communication.Expect insights into Brian's unique approach to executive coaching, as well as some highlights from his white paper, "3 Common Leadership Challenges." And for those looking to increase success in project work, Brian shares a few invaluable tips that will definitely pique your interest. For those who wish to understand leadership values, Brian's insights on finding one's voice and motivation are truly a treat. And if you're curious about how he uses the Hogan assessment tool in his coaching, there's a hint of that, too. Lastly, Brian will be sharing exclusive insights from his experience as a panelist at the Women in Insurance Summit and his participation in GE's leadership development course. Tune in now and learn from the wealth of Brian's experience and wisdom. Key points:Expect insights into Brian's unique approach to executive coaching, as well as some highlights from his white paper: "Three Common Leadership Challenges."Brian shares a few tips for project work and how to find your voice in your leadership role.Brian discusses his findings from his experience as a panelist at the Women in Insurance Summit and his participation in GE's leadership development course.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Brian JonesLinkedInWebsiteNow Available!The Sea Captain Way for Financial Advisors

Phil and Greg are joined by Jennifer Hensley, an accomplished Executive Coach with Sea Captain Coaching on this podcast. She has more than two decades of experience at a Fortune 100 company. Drawing on her competitive sports background, Jennifer anticipates multiple steps ahead, a mindset she applies to finding solutions for clients. Known as "The Playmaker," a moniker earned through her roles in volleyball and soccer, Jennifer brings this foresight into her coaching.The conversation highlights the importance of staying visible to prospective clients. Jennifer advises content creation, influencer partnerships, and cultivating raving fans of your brand message.Key points:☐ Jennifer's approach crafts a "playbook for success" that delivers tangible results. ☐ Her 90-day game plans instill urgency in goal achievement while maintaining a strategic focus. ☐ Serving as a Fractional CMO, Jennifer streamlines marketing efforts and nurtures partner relationships.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Jennifer HensleyLinkedInWebsiteEmailNow Available!The Sea Captain Way for Financial Advisors

Phil Bender dives into the essence of relationship-based prospecting in this episode, emphasizing the importance of core values and replicating those values with new clients. He unveils a powerful strategy for leveraging the upcoming holiday season to cultivate new referrals through introductions.The discussion shifts towards strengthening client relationships, as Phil advises visiting top 20 clients during November and December, focusing on gratitude and sharing vision and development plans for the year ahead. Key points:∙ The conversation delves into estate planning, a crucial factor in maintaining family harmony through transparent financial wealth transfer plans.∙ Phil recommends tailored prospecting frequencies based on experience levels. Newer advisors are advised to ask more frequently on a higher volume basis, while established advisors should conduct six to eight relationship-based prospecting attempts every quarter.∙ As we approach the holiday season, Phil leaves us with a poignant reminder: take the time to genuinely thank those who have been a part of your life. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInNow Available!The Sea Captain Way for Financial Advisors

In this episode, Colonel Dan Cormier, Retired, Sea Captain Coach and Senior Instructional Design Manager at the Naval Leadership and Ethics Center, shares essential insights on thriving in high-stress environments with Phil and Greg. Fostering individual and team resilience is crucial. Tune in for an insightful discussion on thoughts and advice on self-care and thriving in high-stress environments. Key points:∙ Hear about the delicate balance of giving your all while prioritizing self-care.∙ Greg and Phil discuss key concepts like the Yerkes-Dodson law and self-renewal with Colonel Cormier. ∙ Hear more about Colonel Dan's personal journey to mental toughness. ∙ Understand how stress awareness and coping techniques create a culture of strength that is helpful in all fields, not just the military. ∙ Explore the power of emotional intelligence through the Hogan Assessment, a tool for personal and professional growth.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Colonel Dan CormierEmailLinkedInNow Available!The Sea Captain Way for Financial Advisors

In this engaging episode, hosts Phil and Greg welcome Adam Knorr, a dynamic young copywriter and owner of Take Action Copy. Adam shares his inspiring journey from leaving a job to establishing his own business and relocating to Hawaii. Their conversation emphasizes the necessity of taking risks to unearth one's true potential. Adam's personal story serves as a testament to the transformative power of embracing change.Tune in for a motivating discussion on embracing change, finding authenticity, and crafting a unique path to success. Key points:∙ Adam recounts a transformative 17-mile trail run, highlighting the immense impact of simple words of encouragement from fellow participants.∙ The trio delve into the evolving landscape of copywriting in the age of AI. Adam asserts that human artistry, rooted in authenticity, will remain irreplaceable in the face of automation. ∙ Adam discusses the Tim Ferris Fear exercise and the impact it had on him.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Adam KnorrLinkedInWebsiteNow Available!The Sea Captain Way for Financial Advisors

The Ebb and Flow of Leadership with TidePooleMeet Jeffrey Poole, a former yacht captain turned visionary Founder, Executive, and Advisor of TidePoole. Jeff's years at sea have honed his conflict resolution skills, a vital asset in his current venture. His firm, TidePoole, is a fusion of his expertise in technology, energy, sustainability, and marine markets. Jeffrey's journey from sea captain to CEO is a testament to the limitless potential of human adaptability and entrepreneurship. Key points:∙ Jeff points out that yacht captains share many traits with CEOs: team building, understanding complex business challenges, and providing top-tier service.∙ Being a yacht captain demands impeccable communication, financial acumen, and the ability to adapt swiftly in ever-changing environments. Conflict resolution takes center stage onboard.∙ TidePoole focuses on the IoT, marine, energy and sustainability markets.∙ TidePoole also provides energy solutions to help solve coastal wind challenges∙ Listeners can connect with Jeff at JPoole@TidePoole.com.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Jeffrey PooleLinkedInNow Available!The Sea Captain Way for Financial Advisors

Ahoy, listeners! Let's set sail with hosts Phil Bender and Greg Patton as they chart the course to personal and professional growth. In this episode, they unveil their new book, The Sea Captain Way for Financial Advisors, a labor of love merging 30 years of experience into a treasure trove of wisdom for Financial Advisors.Phil dives into the book's roots, sparked by his grandfather's fiscal teachings. He reveals the transformative power of coaching, recounting how mentorship turned the trajectory of his career. Key points:∙ Phil and Greg have collaborated on a new book: The Sea Captain Way for Financial Advisors. ∙ Phil explains his motivation for writing the book, and who his core influencers have been, including his grandfather and early mentors in his career. ∙ Hear Phil and Greg discuss Phil's invaluable concept of the "quarterly CEO mindset," a proactive business strategy. ∙ The pair talk about running a firm vs. a firm running you.∙ Hear more about "one degree shift," and its transformational powers, as well as active listening and what it involves.∙ The book is available on Amazon.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInNow Available!The Sea Captain Way for Financial Advisors

Get ready for an inspiring episode as we dive into the remarkable journey of Financial Advisor Chris Koon. Chris overcame challenges due to dyslexia and ADHD, discovering personal growth through long-distance running. Chris is a determined and resilient individual who found success in his sales career after a serendipitous introduction to NM Managing Partner John Qualy and a job at a local grocery store. Keypoints:Chris' discipline and life-changing habits enabled him to achieve his goals.Phil, Chris and Greg discuss living life on life's terms. Learn how his strong discipline, meeting 15 people a week, and guidance from mentors propelled Chris to succeed in the competitive financial services industry.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Chris KoonLinkedInInstagramEmailNow Available!The Sea Captain Way for Financial Advisors

What is your “uniquifier?” How can you differentiate yourself in a crowded market and take your career or business to the next level? Join us in this episode as we dive into the world of strategic thinking and personal branding with Kristin Andree, a highly respected business strategist, speaker, author, and podcaster with a passion for helping clients unlock their full potential. Discover Kristin's insights on cultivating a distinctive personal brand, the power of selectivity in business partnerships, and the importance of kindness in all interactions. Explore her innovative approach to coaching and how it can revolutionize your career or business. Keypoints:∙ Kristin has a strategy to help her clients discover and develop their own “uniquifier.” Find out more about what this means. ∙ Kristin is the author of two books, including “You're Not for Everyone,” which was just published this year.∙ Listen to “The Renew Podcast” with Kristin.∙ Greg, Phil and Kristin discuss how to stand out from the competition and achieve success. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Kristin AndreeLinkedInWebsite

Join us as we hear from Barron's 1200's Scott Underwood, the Founder & CEO of Socium Advisors at Northwestern Mutual. You'll learn about the innovative business model he created, focusing on comprehensive planning rather than product selection. Learn how Scott's approach fosters long-term relationships with clients, emphasizing the importance of personalized service and collaborative partnerships. Keypoints:∙ Explore the challenges of maintaining exceptional service while scaling your business, and how Scott's coaching expertise helps advisors and salespeople succeed. ∙ Discover insights into the organizational model that balances wealth accumulation and risk planning, ensuring clients receive top-quality advice. ∙ Hear firsthand about Scott's remarkable journey, growing his business from $400 million to nearly $2 billion in just three years. ∙ Phil and Scott are presenting the seminar “Scaling Your Business: The Underwood Map” this October in Orlando. Here's the link for more information: https://seacaptaincoaching.com/underwood/SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Scott UnderwoodLinkedInWebsiteSocium Advisors

Are you ready to embark on a journey of reinvention and explore the untapped potential within you? Join us in this captivating episode as we dive into the world of Ray Collins—an award-winning TV news anchor who successfully transitioned into a thriving career as a global luxury realtor. Discover the transferable skills, strategies, and mindset needed to reimagine your career and unlock new opportunities. Get inspired by Ray's remarkable journey and gain insights that can help you leverage your existing talents to achieve success in any field.If you're seeking a career change or contemplating new possibilities, this episode is a must-listen. Ray Collins' experience and expertise provide invaluable guidance on reinventing yourself and harnessing your strengths to excel in unfamiliar territory. Whether you aspire to become a realtor, explore media consulting, or simply uncover your hidden talents, this episode offers practical advice and inspiration. SeaCaptainCoaching.comInstagram linkFB link Connect with PhilLinkedInConnect with GregLinkedInConnect with Ray CollinsEmailWebsite

In this captivating episode of the Sea Captain Way Podcast, Greg and Phil welcome Dave Thomas, a Founding Partner at Sea Captain Analytics and a Wealth Management Advisor at Northwestern Mutual. As they embark on a new partnership, Dave and Phil delve into the world of analytics-driven wealth management and share their vision for energizing top performers to achieve peak performance.Learn how analytics can transform your wealth management approach and strengthen client relationships. Discover strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency. If you're seeking to take your performance to new heights and want insights into leveraging analytics in wealth management, tune in to this episode as Dave Thomas brings his experience and expertise to the table, offering valuable strategies for success. Remember, success awaits those who dare to step beyond their comfort zone! Key Points:∙ Dave, Phil and Greg discuss strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency. ∙ Phil and Dave collaborated for 18 months to build the technology for Sea Captain Analytics.∙ Sea Captain Analytics is a tool that allows Advisors to have more time to focus on things like portfolio management. Dave discusses the breakthrough data analytics dynamic like the “Moneyball” sabermetrics used in Major League Baseball, and how combining it with coaching can be a powerful add on.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with David ThomasWebsite

Join Greg and Phil in this episode as they dive deep into the world of entrepreneurship with Steve Frankl, owner of Frankl Consulting, who shares his wealth of experience in the financial services industry and his journey of starting a thriving venture.Uncover the challenges faced by business owners when hiring non-revenue generating personnel and the indirect benefits they bring to organizations when you tune in to this episode.Key Points:· Steve talks about executive leaders developing strategic plans, enhancing product education, refining sales skills, and fostering effective leadership.· This episode explores the near-far coaching approach, in which long-term goals are broken down into actionable steps for the present.· The trio discuss the various leadership styles and the importance of having a visionary and an integrator in a successful business.· Hear about book recommendations that have shaped their business philosophies, such as "Traction" by Gino Wickman, which provides valuable insights on structuring a business for momentum.· Gain insights on capacity and visionary leadership, and how businesses can leverage systems and processes for growth, as discussed in "Rocket Fuel."SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Steve FranklLinkedInEmailPhone

David DeCelle, President of Model FA Coaching, joins Greg and Phil to discuss strategies for improving the client experience and building an army of fans. David's coaching approach emphasizes the importance of growth, personal branding, and social media optimization to retain top talent. The conversation dives into the importance of elevating the client experience by intentionally advancing relationships, getting feedback from clients, cross-educating clients and having "gold mine" conversations to ask for introductions to potential clients. KEY POINTS:∙ David shares Model FA's mission to transform the financial services industry by helping advisors develop the mindset, habits, and strategies of the fastest-growing advisors.∙ The DeCelle Approach involve Commitment, Consistency, and Confidence, to help advisors move their businesses and service to others forward through daily actions within their control.∙ David discusses Advisor DNA, an approach that highlights how personality determines confidence in receiving referrals, and the four types of personality: the Connector, Rainmaker, Guardian, and Architect. ∙ Advisors can embrace their personality strengths to get referrals.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with David DeCelleLinkedIn

“Mission Prosperity” features the wisdom of John Prosperi, a financial services executive who has held leadership positions at top wealth management firms like AllianceBernstein, Fidelity Investments, and American Funds. John has been a pioneer and thought leader in developing the model of how these firms marketed their services to Advisors instead of directly to retail investors.KEY POINTS:∙ John emphasizes the importance of planning, building long-term client relationships, and preventing clients from making bad decisions. ∙ The trio discuss how to grow and scale a business, the characteristics of top-performing practices, and the importance of hiring through referrals. They also delve into the trust equation and the significance of effective client review meetings that differentiate advisors from competitors and spark referrals. ∙ One of the challenges many financial services organizations face is trying to grow and scale their businesses, especially for those in leadership tasked with helping emerging leaders hone their productivity skills. ∙ Top performing practices have “healthy teams” relative to internal dynamics. Instagram link hereFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with John

Phil and Greg welcome special guests Heather Price and Sabine Robinson, who are former colleagues of Phil. Heather is a certified Master Coach and co-host of the Activity Coaching Conversations podcast, while Sabine Robinson is a renowned financial industry coach and author of the book Quick! The Cement is Drying. Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential. Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.Phil and Greg also discuss the Success Cycle model with the guest, which explains the process that individuals undergo when pursuing a difficult goal. The different stages of this model include disbelief, tentative steps, hopeful skepticism, high performance, and an epic letdown. Sabine encourages listeners to normalize the letdown phase and start the process again by setting the next goal. Heather emphasizes the importance of self-accountability and creating a supportive environment for people to achieve their commitments. Sabine adds that incorporating values and publicly stating one's goals can enhance accountability.Additionally, Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs. This episode offer valuable insights into the world of coaching. Tune in to learn how incorporating wellness, persistency, self-accountability, supportive environments, and values can enhance your accountability and help you achieve success in different areas of your life.KEY POINTS∙ Phil and Greg discuss the Success Cycle model, which explains the process that individuals undergo when pursuing a difficult goal, along with the letdown that can accompany achieving that goal. ∙ Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential. ∙ Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.∙ Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs. ∙ Heather discusses the correlation between physical health and the health of a business.Sabine explains what a Culture Index is and how it can be used as a tool for coaching and recruiting.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Sabine Robinson

Phil and Greg interview Amy Jamrog, an author, coach, keynote speaker, financial advisor, and the founder of Four Wings Consulting in “Cue the Confetti.” Amy has helped hundreds of families successfully navigate money conversations, create new possibilities, and take action toward their dreams in her 25-year financial services career. Amy discusses her latest book, "Confetti Moments: Everyday Celebrations of Life," a collection of 52 stories that she wrote during the pandemic. The book became a Wall Street Journal and USA Today bestseller. Keypoints:∙ Amy's coaching philosophy emphasizes the power of group coaching and the synergy and energy that come from it. She believes that the answers to all the questions come from the group, not just from her. ∙ Greg and Phil discuss the idea of the “Integration Sweet Spot” with Amy.∙ Confetti Moments, Amy's second book, is a collection of short stories that focus on those moments in life that are joyful, celebratory and fun. ∙ Amy explains the reasoning behind her keynote speeches about “Why Female Advisors are Rockstars.” ∙ An advocate for the LGBTQ Community, Amy encourages other Financial Advisors to be allies for the community as well. In the podcast she discusses some of the unique needs of this community from her perspective as a successful Financial Advisor. ∙ Amy can be reached at https://www.fourwings.consulting, https://www.jamrog.group, or https://www.confettimoments.com. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Amy JamrogLinkedIn

Are you ready to push beyond your boundaries and achieve profound personal and professional transformation? In this episode, executive coach David Shechtman shares his insights and expertise on achieving profound personal and professional transformation through mastering deep change. He works with CEOs, high potential leaders, and successful sales professionals on transforming their lives and achieving peak performance.David explains that deep change is a transformational process that involves letting go of the past and embracing the future, and it can be disorienting and frightening. He believes that in today's world, deep change is essential for being effective in the economy.David also discusses the limitations of the popular "why" conversation by Simon Sinek and emphasizes the importance of going deeper to find one's essence. He shares his insights on the importance of challenging self-imposed limitations and taking risks to pursue life-changing goals.Listen to this episode to gain valuable insights into mastering deep change and embracing your essence with David Shechtman, who has helped transform employees at companies like Slack, Twitter, Coursera, and ADP.KEY POINTS∙ David explains that deep change is a transformational process that involves letting go of the past and embracing the future, and it can be disorienting and frightening. He believes that in today's world, deep change is essential for being effective in the workplace.∙ Sea Captain Coaching works with our clients to help them gain clarity around their vision, mission and values. In David's coaching practice, he focuses on helping his clients better understand and articulate their “essence.”∙ One of the core tenets of Phil's team's coaching approach is getting clients to embrace a CEO mindset. This includes putting a process in place for accountability. Evolution helps its clients create structure and accountability that executives often lack. David can be reached at David@evolution.team. His company's website is www.Evolution.team.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with David ShechtmanLinkedInWebsiteTwitter

Phil and Greg talk about the key to achieving peak performance in this podcast. They dive into the following topics: getting to know your audience, reflecting on times when you were operating at peak performance, designing an environment in which you have no choice but to perform, and tracking, or measuring, the appropriate metrics with a diagnostic tool.They also discuss how an individual can pursue their vision while working within the vision of the team of which they are part. Greg also recommends Adam Morgan's book, Eating the Big Fish. Tune in to get more helpful insights into maximizing you and your team's potential. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedin

In the latest Sea Captain Way podcast, Mich Hancock, CEO of 100th Monkey, shares her insights on how social media reflects an organization's product, service, and culture. She provides great marketing tactics that businesses can use in 2023. Emily Loeffelman, the Social Media Marketing Manager of 100th Monkey, discusses the effectiveness of video on social media platforms, citing that video is becoming increasingly popular due to shorter attention spans. Keypoints*Mich Hancock is the CEO of 100th Monkey, a company focused on creating connections and interactions for its clients through social media. *Emily Loeffelman is the Manager of Social Media Marketing at 100th Monkey. She encourages her clients to practice vulnerability and storytelling when they communicate with their followers on social media. *Mich is the co-founder and License Holder of TEDxSTLouis. She's built a community of talented local speakers who share their unique experiences with a live audience. She also hosts the MichMash Podcast, in which guests share stories and talk about ways people can positively impact their lives. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Mich HancockLinkedInWebsiteConnect with Emily LoeffelmanLinkedIn

In this episode, Phil and Greg are joined by John Wilson, who is an executive coach with over three decades of experience helping financial advisors take their practice to the next level. He is one of the first coaches at Sea Captain Coaching who was brought on board due to his talent, ability, character, and energy. John has a passion for songwriting and his songs have been used in TV shows, films, and ads. Through trial and error, plus working closely with producers, he has created amazing music that came from nowhere out of his head and he also wrote the music for the introduction to this podcast.John has extensive experience in the financial services industry, working both at a corporate level and with Field Force. John enjoys coaching teams because of his ability to quickly break down barriers between team members and establish trust. Individual coaching allows him to drill down into specific steps an individual may take, helping them overcome roadblocks or hurdles they face on their journey towards success.Are you looking for advice on achieving positive growth? Listen to John speak about how small shifts in behavior can make a big difference in your journey. Don't miss out on his encouraging insights about rejection and how to stay focused on the bigger picture. Tune in now for helpful advice on how to reach your goals.Keypoints∙ When he is not guiding his SCC clients on a path toward quantum growth for their businesses, John is pursuing his lifelong passion for songwriting. His songs have been named semi-finalists out of thousands of entries in the Nashville Music City SongStar Songwriting contest and in an International Songwriting contest.∙ John enjoys coaching teams because of his ability to break down barriers and establish trust. Individual coaching allows him to drill down into specific steps an individual may take, helping them overcome roadblocks or hurdles they face on their journey.∙ John was the first coach hired at Sea Captain Coaching, and he wrote the music for the introduction to the podcast, an instrumental called “It's Saturday Night.”∙ John is widely recognized by his clients and peers for his passion, energy and ability to share the expertise he accrued while working with the best and brightest in the financial services industry.∙ To find out more about working with John, contact him at John@SeaCaptainCoaching.com or 414-333-4153 or through the contact page on the Sea Captain Coaching website. John's music can be found on Soundcloud, Spotify, Apple Music, Twitter. Look for John Kelly Wilson. The Nashville Sessions.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with John WilsonEmailPhoneTwitterSpotify

In this episode, Phil and Greg interview Bob Teichart, a personal advisor and confidant to business owners, highly compensated salespeople, and senior level managers. He has more than 40 years of experience providing coaching in the areas of leadership, team building, sales growth, and personal productivity to help his clients achieve their goals. Bob paves the way for leaders to succeed by highlighting the valuable lessons from his book and actionable insights that help them make informed decisions and advance their career goals. Keypoints:-Bob is an accomplished public speaker, author of “Motivator. Teacher. Shrink: How to Attract and Develop Highly Successful Salespeople,” former swimming coach who has coached 34 All-Americans, and Phil's professional development coach. -During his 40 years of coaching, Bob developed his own playbook, which includes effective sales motivation strategies. He also offers a workshop entitled “Succeeding Beyond Your Wildest Fears.” -Bob coaches his clients to rally their team together to work toward identifying and achieving a common goal.-Bob discusses his inspiration for the book, as well as “The Secret of Change.” -It is essential for executives and business leaders to work with a coach who has mastered effective questioning and listening skills to get to the core of a problem quickly.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Bob TeichartLinkedIn

In this episode, Phil and Greg interview new SCC Coach Jessica Stenzel, a lifestyle coach and consultant who helps professional women step into the highest version of themselves. Her experience includes serving as the Chief Recruiting Officer for a Fortune 100 company.Jessica specializes on leading and helping women move the needle on their growth. Listen to hear Jessica discuss how to build momentum by showing up daily, as well as thoughts on how to excel in recruiting.Keypoints:∙ Jessica Stenzel has just come onboard as a new Executive Coach at Sea Captain Coaching. She is a Lifestyle Coach & Consultant who helps professional women step into the highest version of themselves to live a life of abundance.∙ Jessica's coaching practice emphasizes helping professional women elevate their careers to realize their full potential and realize the highest version of themselves to create more success and fulfillment in their careers.∙ Her experience includes overseeing the development, management, and refinement of sourcing, recruiting, and selecting full-time Financial Representatives. Jessica coaches recruiters to find the right candidates for the firms they represent. ∙ Jessica discusses why she thinks millennials and younger generations want to be part of an engaging employer business culture that can lead to more long-term relationships.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Jessica StenzelLinkedInInstagram

In today's episode, Greg and Phil discuss sales prospecting in the new year. They explain that many advisors like to engage with prospective new clients at the beginning of the year, when individuals are analyzing how their financial plan performed the previous year. An advisor can bring value to discussions with a prospective client in this context by discovering what has changed for them goal-wise and what adjustments they want to make to their portfolio Tune in to hear more about how resolution prospecting can be an effective way to maintain relationships and identify new opportunities with clients. Learn more about what Phil calls the “One-degree shift,” how it breaks behavioral patterns, and how it encourages individuals to grow into areas in which they might have previously been afraid or uncomfortable to go.Keypoints: *Phil and Greg discussThe 12-Week Year by Brian P. Moran and Michael Lennington. One of the core tenets of the book is that Advisors and other salespeople should look at their sales goals more like a CEO who uses four 12-week segments to forecast out their year. *Most salespeople make a linear plan when forecasting sales and think that every month should have the same production. This puts an Advisor on a difficult footing from the very beginning of the year and creates a reactive cycle. Instead, Phil believes it's an effective strategy for his clients to follow this quarterly mindset and place special emphasis on the fourth quarter of the year. *Resolution prospecting ties in with life-event or life-stage planning. *Changing life stages often have profound financial implications on prospects and clients who are about to enter a new life stage. Clients in a state of change often feel as if they have “permission to buy” new products and services. *Greg and Phil discuss the Sea Captain Coaching concept of the one-degree shift and how it applies to achieving success in Resolution Prospecting.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedin

In this episode, Phil and Greg interview Coach Brian Smith, who has been the head coach of the University of Missouri (Mizzou) Wrestling program for 25 years. When he started, the program was in need of significant reform. He implemented a philosophy entitled “Tiger Style,” which helped turn things around. Tiger Style is all about doing the little things right, being respectful, and taking on leadership roles.Taking risks can lead to great rewards if things fall into place, as they did for Coach Smith. He looks for athletes that fit the "Tiger Style" mold; this includes placing at national tournaments, having good academics, and being a great teammate. He has found that this formula leads to success.Listen to the show to hear Coach Smith emphasize the importance of growth mindset. Find out what kind of language he uses with his team and discover why he believes that relationships are also the key to success in any business.Keypoints:∙ Mizzou's Wrestling Coach Brian Smith is the 2022 Big 12 Coach of the year. Brian has coached 29 All Americans, six Tigers to nine national championships, two Olympians, and won 11 straight conference championships. With a .746 career winning percentage, he is the winningest coach in program history. ∙ In 1998, Coach Smith took over an unranked program and turned it into a powerhouse. ∙ After three or four years of hard work, the program was noticeably different. ∙ Because the program needed a lot of improvement when he arrived, he took a lot of short steps over a long period of time to elevate it. At Sea Captain Coaching, we call this One-Degree Shift. ∙ There are approximately 550 student athletes who are part of the University of Missouri's athletic programs, and Coach Smith makes a concerted effort to collaborate with the coaches of the other sports as well as the Athletic Director. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with Coach Brian SmithLinkedIn

In this episode, Phil and Greg interview SCC's Executive Coach Chad Myers, who specializes in growth mindset, goal attainment, establishing positive behavior patterns, and clarifying core values to enhance personal and professional lives. He believes that company culture is driven by core values and that it's important to promote a healthy lifestyle and happy workplace as part of that culture.Chad talks about the importance of building relationships and being transparent with clients. He shares that his coaching style focuses on helping people become their best selves. He also discusses how he uses themes from people's lives to help them plan for their next chapter.The three discuss how happiness leads to increased focus and intelligence at work and why leaders should ask their team what is working well, what could be improved, and how important it is to get creative ideas down on paper. Learn why the best way to lead is by example and discover why a growth mindset is necessary for success in personal and professional life when you tune in.Keypoints∙ Chad Myers is a Certified Life Coach, international motivational speaker, published author and experienced educator. ∙ Chad offers his clients highly specialized expertise in growth mindset, goal attainment, establishing positive behavioral patterns and clarifying core values to enhance personal and professional lives. He advocates for business leaders to create a culture of belonging in which people can bring their true, authentic selves allowing for innovation, creativity and change while building a dynamic work environment. ∙ When working with clients, Chad asks questions that open up a very honest conversation about the overall culture in a working environment. ∙ Chad believes it is important to work in a psychologically safe place, where people feel they can be their authentic self—a place of belonging, connection, teaming. ∙ Integrating core values and mission into the culture starts at the top, with the leader(s). Work on YOU first, and others will follow. Be a product of the product. People can tell when the mission, vision and values are just words as opposed as the leader living them out. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedinConnect with ChadLinkedin

Phil and Greg discuss the importance of gratitude in the workplace. They explain how expressing gratitude can build strong relationships with clients, and how it is particularly important as you wrap up your business year.KeypointsOne of the key touchstones of Sea Captain Coaching's practice is gratitude. SCC encourages its clients to embrace a spirit of gratitude by taking time to truly appreciate the people, opportunities, and meaningful experiences they have in their lives and cultivate that feeling on a daily basis.An “abundance mindset” involves embracing the outlook that there is plenty out there for everybody. It's a conscious choice to live your life that way. It's not just that the glass is half empty or half full, but that the glass also can be refilled. There is a concept in the marketing industry called “gratitude marketing.” It stems from the fact that human beings are basically hard-wired to want to help each other. Business owners can leverage the principles of helping others, expressing gratitude, and the Rule of Reciprocity, to market themselves and their practices. It's not doing good for selfish reasons, but because doing good in a consistent, systematic way offers big benefits for business, too.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedin

In this episode Phil and Greg talk about Measuring Metrics/Charting Growth. Metrics are an important part of sales and marketing, and helps teams chart their growth and progress. By tracking metrics such as conversion rates, leads generated, and web traffic, teams can identify areas in which they excel and areas in which they need improvement. Metrics also can help identify opportunities for new marketing campaigns or products. Sales and marketing teams that regularly measure their metrics are better able to adjust their strategies and improve their results. As a result, measuring metrics is an essential part of any successful sales or marketing team. KeypointsOne of Phil's mantras about achieving peak performance is that “active people are the luckiest people in the world.” Sea Captain Coaching has a proprietary diagnostic tool that helps measure personal and professional goals, performance, and results. It also serves as a baseline for developing an ongoing strategy for continued growth.Sales metrics tracked for a financial services practice typically include number of households served, individual client AUM, insurance product sales and fees charged for financial plans.The proprietary tool that Sea Captain Coaching uses with its clients puts all the essential quantitative and qualitative elements right at a client's fingertips for accountability, strategy, and direction.The diagnostic tool begins and ends with goals in mind. The tool also encompasses Core Values, Vision and Mission. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedinConnect with GregLinkedin

One of the greatest shifts financial advisors make in their practice is the point at which they move to running their firm. A priority at Sea Captain Coaching is helping clients understand how shifting from a monthly sales mindset to a quarterly CEO mindset allows for a more proactive execution of their business's growth plan. It involves learning to let go and determining an organizational model that allows them to effectively run your organization. Keypoints ·       A key objective in shifting to a CEO mindset is for the leader to shift from working in a Compensatory Success frame of mind to a Visionary Success mindset.  ·       CEOs forecast results and maintain a quarterly mindset. They must also be visionary and be able to lead their firm.   ·       As clients grow from being a successful sales leader to becoming the CEO of their growing practice, developing a new organizational structure is a huge part of the equation.  ·       The organizational model that helped a business owner achieve their current level of success is most likely not going to put them on a trajectory to future quantum growth.   ·       Evolving from being a successful sales leader to becoming the CEO of an organization requires a plan for the growth and development of team members.   ·       As your business grows, it becomes necessary to systematize what you do to ensure your clients get the consistent high-quality service they expect.   ·       Phil and Greg discuss the challenges clients encounter in working to develop a new CEO business model. ·       The pair discuss the four top items to consider when training new team members.  https://seacaptaincoaching.com/ (SeaCaptainCoaching.com) https://www.instagram.com/seacaptaincoaching/ (Instagram link)

Some changes are easy to make. For example, if you want to eat healthier, you can start by making small tweaks to your diet like adding more fruits and vegetables. However, it can be more difficult if they require changing long-held behaviors or beliefs. In this episode Phil and Greg talk about Shifting Behaviors/One-Degree Shift. They share how this can produce a big result for you over time.   Keypoints On a sailing vessel, a one-degree shift can take a boat dangerously off its course over a vast ocean. But in a financial planning practice this shift, this break in pattern, allows you to experience real growth — visionary growth. What is the one-degree shift for your practice that — relentlessly pursued over a period of three-to-five years — will take you to this new place? What risks would you take  to achieve dynamic growth? When you pursue this discovery, you transition from a familiar past to a healthier, more productive future. You also will begin to recognize new ways of seeing practice development, market opportunity, branding initiatives and other possibilities. Making this shift involves putting yourself in the position of running your business versus your business running you. It is crucial to break free of limiting behavior patterns and set new goals as part of his one-degree shift. Phil and Greg discuss designing your environment so you have to perform.   https://seacaptaincoaching.com/ (SeaCaptainCoaching.com) https://www.instagram.com/seacaptaincoaching/ (Instagram link) https://www.facebook.com/seacaptaincoaching (FB link) Connect with Phil https://www.linkedin.com/in/philbender (Linkedin) Connect with Greg https://www.linkedin.com/in/gjpatton (Linkedin)