Northwestern Mutual

Focus: Building Team Esteem

"After our initial contact with Petey, our goal was to receive guidance in building a teamwork environment and executive coaching. She has far exceeded my expectations in both areas and has been instrumental in developing a long-range vision for the success of our organization. I look forward to a long relationship."

Tom Weilert
Top 20 Producer in the Nation

Northwestern Mutual Financial Network helps policy owners and clients protect against financial risk and achieve financial security. The company offers insurance products, investment products and advisory services that address client needs for financial protection, capital accumulation, asset distribution and estate preservation.

Challenge:

Tom Weilert is the director of the Irving office of Northwestern and was experiencing growing pains, which included a large gap between his strength as a key entrepreneur selling the product and managing an increasing number of staff. Petey was hired to help grow a staff that can communicate, work as a team and be an asset to him.

Action Steps:

Petey implemented a strategy that included:

  • Establishing monthly one-on-one meetings with the staff to open the lines of communication and help them have a sense of value in themselves and determine ways to interact better with each other
  • Establishing weekly team meetings to help the staff workshop issues, value their teamwork and accept change and growth
  • Establishing weekly meetings with Tom Weilert to discuss results
  • Working with the office manager to accomplish change management and transition

Results:

Petey’s step-by-step strategy resulted in open communication and cohesive thinking between Tom and his staff. Petey raised the bar and set the standard by establishing new office systems that improved staff morale and productivity. Tom can now focus on sales knowing he has a productive team in place.