Heather and Sabine are joined by Seth Rollins from Northwestern Mutual, who shares his expertise on how best to use the technology available to maintain a handle on current and future business. He addresses common technology excuses, phone list maintenance, what technology can and cannot do, and the importance of the daily posting habit.  

Seth emphasizes hands-on learning and using technology to tell a story, not just record daily activity. The conversation covers overcoming tech-related barriers, and the need for personalized training to individualize the technology to an advisor’s needs. Most technology issues are user-related, not necessarily the tech itself.

Tune in for practical strategies on coaching to the effective use of technology while building meaningful client relationships and a thriving business.

Episode Highlights

03:53 - The other one is when you've got a new adviser who is trying to climb a ladder but hasn't even gotten out of the hole yet. And so they're just really, really motivated, and they can't slow down to speed up. And so I'm always constantly talking about the bow effect. Right? You have to slow down to pull that bow back to launch yourself forward.

05:56 - The number one thing that I think a lot of people struggle with is setting their day up so that ideally now these are ideals we're talking. You come in in the morning, you do your prep before you go for the day. And then after 9 o'clock in that old sacred phoning hour, right? You should be seeing people or fighting to see people. And the idea of that is you don't need to be in front of your computer to do it. So you should be able to set up your technology ready to rock and roll. Now the issue is, is that people don't do that, and so they wait to post until the end of the day, and then they spend an hour, an hour and a half posting. Whereas if they had set it up to go and post as they go, it would have taken 10 minutes.

06:57 - They want that instant gratification and your mobile device specifically only shows the current day's activities. And so if you're posting historically, it's not going show up because it happened in the past. And so that's where you've got to kind of balance between this NMConnect mobile app versus the CRM filing cabinet system.

Contact

Heather Price Consulting

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