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.

We help advisors create brand messaging that’s clearly reflected on their websites, so clients instantly understand the ...
06/05/2026

We help advisors create brand messaging that’s clearly reflected on their websites, so clients instantly understand the value they offer, who they are and their expertise in the industry.

Your website can speak for you, too.

Brett shares how his new website has impacted his business and helped create stronger connections with the right clients. Thank you, Brett, for sharing our experience with us. We are always happy to learn about the impact our partnerships have on our clients.

Not all clients are created equal—and neither are the strategies that attract and keep them. One of the smartest moves a...
06/04/2026

Not all clients are created equal—and neither are the strategies that attract and keep them.

One of the smartest moves an advisor can make is to study their top 10 clients and reverse-engineer what makes those relationships work—then replicate it with intention.

Focus on these three actions:

* Review your top 10 clients

What do they have in common? Demographics, life stage, values, decision style, communication preferences, services they use, outcomes achieved.

Which messages, offers, or moments originally resonated with them?

* Assess what you truly know about them

Goals, constraints, family dynamics, risk tolerance, money mindset, triggers for action, trusted influencers.

What proof points and stories mattered most in their decision?

What would “remarkably valuable” look like to them over the next 12 months?

* Evaluate how you’re nurturing those relationships

What touchpoints do they respond to: reviews, proactive check-ins, micro-education, planning milestones, surprise-and-delight moments?

Which cadence, channels, and formats drive the most engagement?

Where can you add one level deeper of personalization?

Bonus: Mine your Nominator Report

Identify clients who’ve provided introductions that converted.

Map what preceded those introductions (timing, trigger events, touchpoints).

Ask: What would make it easier and more natural for them to introduce us again? Co-create a simple pathway.

Once you understand what makes your best clients your best clients—and how you keep delivering value—you can intentionally attract and serve more people just like them.

Most Northwestern Mutual advisors see their custom website eligibility as a nice benefit. Inverness Wealth Management sa...
06/03/2026

Most Northwestern Mutual advisors see their custom website eligibility as a nice benefit.

Inverness Wealth Management saw it as a strategic growth opportunity—and partnered with us to maximize it.

The Challenge: IWM was forming their ensemble and knew their digital presence would be critical. But building a high-performing website requires more than templates—it requires strategy, content expertise, and marketing know-how.

Our Approach: We managed the entire process through NM Home Office: • Developed a content strategy that showcased their team (now their #1 converting asset) • Coordinated professional imagery and branding • Built multiple conversion paths beyond just "contact us" • Integrated social media and launch communications • Set up analytics to track what actually matters

The Results (18 months): 📈 Traffic increased 322% 📉 Bounce rate cut nearly in half ⏱️ Engagement time up 70% 📞 Contact events tripled

The Real Win: Their team page now holds visitors for over 3 minutes—nearly double the site average. Why? Because we built a site that tells their story and showcases their people, not just their services.

If you're forming an ensemble or launching a new DBA: Your custom NM website is a powerful tool—but only if you approach it strategically. We help advisors turn their website eligibility into a client acquisition engine.

From design to launch to ongoing optimization, we handle the marketing so you can focus on serving clients.

Ready to make your website work harder? Save the Date!

TOPIC: Is your website holding you back? The conversion workshop for financial advisors.

📅 Thursday, June 25
⏰ 12:00–1:00 PM CST

Registration opening soon.

06/02/2026

Stop chasing the perfect marketing strategy. The advisor who shows up consistently on one platform will always beat the one with the "perfect plan" they never execute. It's like exercise—the best workout is the one you'll actually do. Find out why consistency is your competitive advantage. What marketing activity can you commit to? Let me know below.

An Unexpected Highlight from Women's Entrepreneurship Week.Who knew that drawing my business story would be so much fun?...
06/01/2026

An Unexpected Highlight from Women's Entrepreneurship Week.

Who knew that drawing my business story would be so much fun?

The "Drawing Your Story" session at Women's Entrepreneurship Week challenged us to sketch what we do instead of saying it. And while I'm definitely not an artist, putting on my creative hat and thinking visually about my work was surprisingly powerful.

Here's what I'm taking away:

It forced me to distill my message to its absolute essence. No jargon, no elevator pitch—just the core of what I do in visual form.

Now I'm thinking: What if I brought this to my networking group? Imagine everyone having to draw their business instead of delivering their standard pitch, and seeing if others can figure it out.

Talk about memorable! Talk about breaking the ice! Talk about actually listening to understand instead of waiting for your turn to speak.

Sometimes the best networking tools are the ones that make us a little uncomfortable and a lot more creative.

Have you ever tried visual storytelling in your professional life? I'd love to hear about it!

Women's Entrepreneurship Week

“My website looks nothing like anyone else's in my area." This shouldn't be rare in our industry—but it is. Too many fin...
05/29/2026

“My website looks nothing like anyone else's in my area."

This shouldn't be rare in our industry—but it is.

Too many financial advisors end up with websites that could belong to anyone. Template designs. Generic messaging. Nothing that shows what makes their practice unique.

The advisors who break through? They're the ones who invest in customizing their website to reflect their actual value differentiation.

Danielle's experience is proof: when you take the time to make your website truly yours, it shows. And prospects notice.

Is your website helping you stand out or blend in?

June content ideas for financial advisors. These ideas offer a variety of topics to keep your audience engaged througho...
05/28/2026

June content ideas for financial advisors.

These ideas offer a variety of topics to keep your audience engaged throughout June! Choose the ones that fit your brand and ideal clients.

6/6 – Remember and honor the courage and sacrifice of WWII service members.

6/6 National – Celebrate learning, growth, and educational achievement.

6/14 – Share a favorite bourbon or use the "aged to perfection" metaphor for long-term investing. Perfect for lifestyle content.

6/18 – Talk about guilt-free spending when you've planned for it. Ask: "What's your favorite splurge when you hit a financial goal?"

6/19 – Honor freedom, history, culture, and Black excellence.

6/21 – Share a personal story about your dad or a money lesson he taught you. Highlight life insurance and income protection for young fathers.

6/21 – Share your summer plans. Ask: "Is your financial plan ready for the second half of 2026?"

6/23 International Day – Spotlight women in STEM and innovation.

6/26 – Share furry coworkers and fun workplace moments.

June Themes:

🌈 – Celebrate diversity, inclusion, and support for the LGBTQ+ community.

🏝 – Celebrate Caribbean culture, history, and contributions.

🏀 – Share lessons about teamwork and strategy. Ask: "Who are you rooting for?"

🏒 – Talk about "playing until the final buzzer" or staying focused on long-term goals.

⚽ FIFA Begins – When the world comes together to celebrate. Ask: "Who are you rooting for and why?" Use it as a conversation starter about heritage, family connections, or favorite memories. Sports unite us across borders—just like strong relationships.

Pro Tip: Pick 3–5 dates that resonate most with you and your clients. You don't need to post about everything to stay relevant. Focus on inclusion, fun, and meaning—and tie your brand values to real-world events.


🚀 Your Northwestern Mutual Team Deserves a Website That Works When Inverness Wealth Management became eligible for their...
05/27/2026

🚀 Your Northwestern Mutual Team Deserves a Website That Works

When Inverness Wealth Management became eligible for their custom Northwestern Mutual website, they partnered with us to make it count. What followed was a redesign that was a measurable shift in performance:

18 months later, here are the results we achieved:

✔ 322% increase in website traffic

✔ Bounce rate dropped from 74.6% to 53.9%

✔ Visitor engagement time up 70%

✔ Contact events tripled (28 → 84)

Here's what we handled: • Strategic design & content development • Professional photography coordination • Launch communications & rollout • Social media integration • Ongoing optimization & analytics

Forming an ensemble? Launching a new DBA? Your custom NM website is more than a perk—it's a growth engine. But only if it's built right.

In the upcoming webinar, we dive deeper into why financial advisors should rethink their websites and the crucial part it plays on their online presence. Our goal is to support you turn your websites into a consistent lead-generating tool.

This session is for you if you are:

✔ Working with a default NM template that no longer reflects your brand

✔ Building a new ensemble or strategic group and need stronger positioning

✔ Ready to fully overhaul your digital presence to attract and convert ideal clients



Let's make your website work as hard as you do.

📅 Save the Date: Thursday, June 25

⏰ 12:00–1:00 PM CST

Registration opening soon.

05/26/2026

You hired someone to execute without giving them a strategy. They're posting content, running ads, updating your website—but without a CMO-level strategy, it's all just noise.

“The bravest thing you can do when you are not brave is to profess courage and act accordingly.” - Corra Harris Today, w...
05/25/2026

“The bravest thing you can do when you are not brave is to profess courage and act accordingly.” - Corra Harris

Today, we pause to remember the courage, sacrifice, and service of the men and women who gave everything for their country. Their bravery reminds us that courage is not the absence of fear, but the choice to show up, serve, and stand for something greater than ourselves.

May their heroic spirit continue to inspire us and remind us of the true meaning of sacrifice and freedom!

Address

Kansas City, MO

Opening Hours

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

Telephone

+18167185516

Website

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