Playmaker Coaching & Consulting

Playmaker Coaching & Consulting Be the top player in your market with a playbook for success for more ideal clients and raving fans.

Drawing on my over 20 years of experience in financial services, my expertise as a master business coach, and 5+ years as a business owner, I embarked on a mission to develop a winning system. I dedicated countless hours to researching and refining my approach to give my clients a winning system. Combining my financial services background with my experience playing sports, I’ve developed a unique

perspective that allows me to see the bigger picture on the business playing field. I can effectively connect different concepts to tackle complex problems. My goal is to empower business owners to seize opportunities with strategic and creative thinking that yields tangible results. I focus on identifying the most impactful plays to drive progress and implement systems that make a positive impact on the bottom line.

Happy National Chocolate Chip Cookie Day! Want to stand out in your professional field? We can support you and guide yo...
08/04/2026

Happy National Chocolate Chip Cookie Day!

Want to stand out in your professional field? We can support you and guide you on how to use your advantage to win over prospects and increase revenue in the long run.

At Playmaker CC, we start by identifying your unique competitive advantage, ensuring you're the deliciously unique brownie in a sea of chocolate chip cookies! Ready to make your mark? Let’s chat and turn your career into a sweet success!

08/04/2026

The missing ingredient in great content

My client asked me to review three videos from their videographer. By the end, I was working directly with them to refine the content. The videographer brought excellent video expertise—solid footage and great production. I brought something different: I know this advisor, their clients, their industry and their brand inside and out. Together we elevated it: clarified an FAQ structure so viewers wouldn't feel unsatisfied, adjusted messaging that could be misinterpreted, made language evergreen by changing "last year" to "April 2025."

Now the advisor and their marketing coordinator know what to look for going forward—I'm building their capability, not just fixing content. Great ex*****on plus deep partnership equals great content. It's not just about industry knowledge—it's about knowing your business, your voice, and your audience well enough to catch what others can't.

What gets better when someone truly knows your business? Let me know in the comments.

Do the hard thing. That’s the muscle we build. From the Private Client Group session “Do the Hard Thing: Use the Science...
08/03/2026

Do the hard thing. That’s the muscle we build.

From the Private Client Group session “Do the Hard Thing: Use the Science of Bravery to Take Action When it Matters Most,” Jill Schulman reminded us that bravery isn’t the absence of fear—it’s action in the presence of it.

What landed for me:

Embrace the struggle—honestly, the suck. That’s what makes the triumph meaningful.

Bravery compounds like training: small, repeated reps turn into real strength.

The moment you want to retreat is the exact rep that grows the muscle.

Name the fear, narrow the next step, and move. Momentum over perfection.

This week’s challenge:

Write down one hard thing you’ve been avoiding.

Break it into a 10-minute first move.

Do it today—and schedule the next rep.

Thanks to Jill Schulman for a powerful framework and to PCG for a session that met us where it matters most: the decision to act.

What’s your “hard thing” rep this week?

Tips Thursday: Prospecting Actions You Can Do Today Speaker Credit: Tim Mulroy, Cassandra Kozakis Shahl, Gilberto Garci...
07/30/2026

Tips Thursday: Prospecting Actions You Can Do Today

Speaker Credit: Tim Mulroy, Cassandra Kozakis Shahl, Gilberto Garcia (Ask, Prospect, Market) Wells King, Gilberto Garcia, Jaqueline Caminiti (Prospect Smarter)

Add mutuals to your feed list: Next to each prospect’s name, list 1–2 mutual connections. Use that context in your opener to lower the reply barrier.

Schedule a weekly 30-minute marketing meeting: Review your content and client experience strategy, discuss how to add more value, and assign one owner per action. If it's not on your calendar it's not likely going to happen. To build out these new ideas it requires a system.

Zoom text for intros: Send a short text with a Zoom link + attach your 1-page professional profile. It outperforms cold intro emails for many advisors.

If you want a system to save you time and headaches, reach out—or let’s talk about presenting to your group.

Northwestern Mutual Annual Meeting check-in: are you executing, or are your notes gathering dust? Mindset shifts that mu...
07/29/2026

Northwestern Mutual Annual Meeting check-in: are you executing, or are your notes gathering dust?

Mindset shifts that multiply growth still apply—if you act:

Marketing = prospecting. One system: cast the net, then spear the fish. We’re all marketing firms. Commit to it. Inbounds follow consistency.

Add more value than you ask for—and be specific with your asks. You can’t be upset with Hawaiian pizza if you didn’t specify your topics.

Be the Lighthouse: clear, findable, guiding the right people home. — Consistency wins: top producers had clear, consistent websites and a simple plan. Start small; keep the cadence.

What’s the one move you’ll execute today?

Speaker credit: Gilberto Garcia, Tim Mulroy, Cassandra Kozakis Shahl, Wells King, Gilberto Garcia, Jaqueline Caminiti, Rachel James, Briana Masu, Jered Branco, Madison Linnane.

Join us in congratulating the following advisors on this well-deserved recognition: Glen Babcock (Babcock Financial), Jo...
07/28/2026

Join us in congratulating the following advisors on this well-deserved recognition: Glen Babcock (Babcock Financial), Jose Torres (Torres Financial Group), Chad Esslinger (Hindsight Financial), Nick Drouin (The Drouin Wealth Management Group), Zach Esplund (Physician's Wealth Solutions), Mike Polan, Stan Sorka, Dave Milonas, Tom Rossi, Carm Barbaro, and Kevin Olson (Next Phase Advisory Group).

They were recognized for Forbes Top Financial Security Professionals 2026. This is based on data as of December 30 the previous year, research & ranking provided by SHOOK Research LLC. Well done!

I am proud to celebrate these advisors whom we've worked with over the last year and their success.

Motivation Monday: Lessons from Ryan Leak’s keynote at Northwestern Mutual’s Annual Meeting The best story is the one yo...
07/27/2026

Motivation Monday: Lessons from Ryan Leak’s keynote at Northwestern Mutual’s Annual Meeting

The best story is the one you act on. This week, choose action over intention.

Play the game of inches—small wins compounded daily become breakthroughs.

Knowing better means nothing without doing better.

High performers smell smoke before there’s a fire. Anticipate and prevent.

Thoughtful beats flashy: a $12 “welcome home” frame > expensive swag. Make people feel like a million.

Big leagues or “good enough”? Pick your standard—and align your habits.

Ask “How are you?” twice. That’s where the real answer lives.

Missed us at the annual meeting? We have a few spots open to book your 15-minute more and better session before August 1...
07/24/2026

Missed us at the annual meeting? We have a few spots open to book your 15-minute more and better session before August 14th

This is your chance to have an expert with over 2 decades working with Forum, Lives Leader and MDRT NM advisors to evaluate your marketing efforts, identify gaps, and give you the winning plays to help you score more and better clients.

Let’s take your ideas from annual into action!

Reserve your spot!

https://calendly.com/playmakercoach/nm-annual-meeting

Here are August content ideas to help you stay relevant, relatable, and authentic. These ideas blend strategy and person...
07/23/2026

Here are August content ideas to help you stay relevant, relatable, and authentic. These ideas blend strategy and personality to keep your audience engaged and your content fresh throughout the month.

8/8 – 🐱 International Cat Day

Post a photo or video of your cat. Ask followers to share their cat's name and personality.

8/9 – 📚 National Book Lovers Day

Share your current read or favorite book. Ask for recommendations.

8/10 – 🐶 National Spoil Your Dog Day

Post a photo of your dog enjoying their favorite treat or activity. Ask followers to share a picture of their pup.

8/11 – 👨‍👩‍👧‍👦 National Sons and Daughters Day

Share a favorite family memory or celebrate the special bond between parents and children.

8/15 – 😌 National Relaxation Day

Share your favorite way to unwind, or encourage your audience to take a break and recharge.

8/16 – 🎢 National Roller Coaster Day

Share a lesson about navigating life's ups and downs, or post your favorite amusement park memory.

8/17 – 💙 National Nonprofit Day

Highlight a nonprofit you support or encourage others to give back to a cause they care about.

8/20 – 🍋 National Lemonade Day

Share your favorite lemonade recipe or ask your audience what flavor twist they love most.

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Kansas City, MO

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18167185516

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