Photo by Meghan Sepe | @meghansepe

What Our Clients Have to Say

Michael Mouser  |  Managing Director, Northwestern Mutual
“One of the better decisions our firm made over the past five years was engaging with Phil Bender. Phil’s approach of meeting people where they are without judgement is a special trait. We have seen tremendous growth in our Advisors’ mindsets, and their burning desire to become the very best self-employed individualsthey can be.”
Managing Partner, Northwestern Mutual
“Jess has been influential in my success and development at Northwestern Mutual and beyond. Her values-based and logical approach has helped me focus on the controllable wins each day and that consistency is key to creating repeatable processes and systems. She has reminded me that I am worth more than my monthly production goals and that the number of referrals or in depths doesn’t define my talent. While meeting metrics is important, she has encouraged me to think bigger, allowing me to take daily action toward my long-term goals. Jess has been an amazing mentor and I’m so glad I’ve had the opportunity to work with her.”
Caty Toro
Director of Selection, Northwestern Mutual
“Dan Cormier is the type of warrior intellectual and compassionate and thoughtful leader worth listening to. Thankful and proud he continues to give back — the tribal wisdom, leadership “scar tissue,” and research and writing he has done all combine to make him an invaluable resource to all with whom he interacts.”
Tony Cucolo
Chief Executive Officer at PCSI - Professional Contract Services, Inc.
“John Wilson is an exceptional coach and leader. Through help from his mentoring and coaching, our District Office was able to lead the Western Region, and eventually the entire company, in our category in new client acquisition. John is one of the greatest thought leaders I have had the pleasure of working with. He has been a great sounding board both personally and professionally and is of the highest integrity and values. In working with John, not only have I become a better leader, but more importantly a better father and husband. What started as a coaching relationship has prospered into a dear friendship. I’m grateful for John and thankful to have him in my life.”
Financial Representative
“Our firm has worked with Chris George to provide leadership development, team assessments and trainings, and individual goal-oriented coaching. Through thoughtful and results-focused programs, Chris helps us to ensure each of our team members has the resources and soft skills they need to thrive. This in turn has helped us improve efficiencies and move closer to our business objectives.”
President & CEO The Smart Agency Inc.
“Since working with Chad Myers, I have not only had my best revenue quarter in 15 years with Northwestern Mutual, but personally I am becoming a better version of myself as a leader, father and husband. His holistic mind, body, soul approach has help me perform at higher levels in and out of the office. I appreciate Chad’s Growth Mindset, EQ and communication insight while working with my assistant and I to create a stronger team approach to reach our business goals. I highly recommend Chad to advisors and their staff."
Tyler Steven, CLU®
Wealth Management Advisor Northwestern Mutual