Reconnect with Reps to

Re-establish Goals

The beginning of a new year is a great time to reconnect with Reps, Staff, and COIs about their 2021 goals and share your own.

Sample Agenda- 30 minutes

1. Shoot the Sh*& in a meaningful way- 5 minutes

• How were the holidays? What did you end up doing?

• How are the kids?

• How did you wrap up calendar year? Congrats!

2. Their goals- 10 minutes

• What are your goals for 2021 in production?

• What about personally? What are you committing to?

• What (if any) are your recruiting goals?

  • If they don't have any because they aren't in leadership, share yours first and ask for help and a commitment

3. Your goals (and ask for a commitment)- 10 minutes

• Share your personal goals

• Share the office goals in regards to recruiting

• Ask if you can count on them

  • "I'd love your help building the firm this year. What do you think is a realistic commitment? Monthly meeting? Number of referrals?"

  • "I want to help you help me-- I am happy to run feed lists (in fact I have one today), or remind you to prospect in your client meetings each week, can help with language-- you let me know and I will help."

4. Feed list- 5 minutes

• Present a prepared feed list

  • "I pulled a few names from your LinkedIn- who on this list should I reach out to? Would you mind giving an introduction?"

Schedule your next meeting before you finish.

Enjoy reconnecting and re-engaging! It should feel like fun NOT work.

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—This document and the information in it are provided for Northwestern Mutual Recruiters and Leadership Teams and may not be distributed to any other organization or used for any other purpose without written consent from Claire Myers Consulting.—