Sea Captain Performance
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Navigating the uncharted water of personal and professional growth
Market volatility can create concerns that extend beyond the client sitting across from you.
For planning advisors, those conversations can also open the door to helping clients’ parents navigate retirement, distribution, and the uncertainty that can come with it.
In this series, Sea Captain shares quick insights on leadership, growth, and opportunities advisors may be overlooking.
What opportunities are you finding through conversations with your clients?
09/22/2026
Meet our newest Coach Alissa C. Levy.
With 15 years of experience across field ex*****on and organizational strategy, Alissa combines leadership coaching with operational systems thinking to help organizations turn talent into measurable business performance. Through ACL Consulting, she helps leaders strengthen leadership development, talent strategy, recruiting, and team performance.
Reach out to us to schedule a 30-minute discovery session with Alissa or learn more about Alissa and our coaching partners at seacaptainperformance.com/team.
09/21/2026
Growth doesn't stop at base camp. Keep challenging yourself to reach new levels personally and professionally.
Keep your eye on the prize.
09/18/2026
Christy is known for helping clients navigate growth and change with authenticity, emotional intelligence, and resilience. Her relationship-centered coaching approach empowers leaders to build stronger connections, communicate more effectively, and lead with purpose.
Learn more about our coaching partners and how they help leaders and advisors reach their next level of performance at SeaCaptainPerformance/team.
Legends of NM | John Qualy
We’re kicking off our Legends of NM series with John Qualy, a mentor, friend, and true Legend of Northwestern Mutual.
After more than five decades in the business, John shares the lessons that shaped his career, from mentorship and daily discipline to embracing rejection and staying committed when things get difficult.
In this conversation with Phil, John talks about what it takes to build a lasting career, the mentors and philosophies that influenced him, and what has changed in the financial services profession over the years, as well as what has stayed the same.
One thing that hasn’t changed? Building a successful practice still requires the willingness to face rejection and keep going.
What’s one lesson that has stayed with you throughout your career?
09/14/2026
Motivation comes and goes. Discipline stays.
The habits you repeat this week will determine the results you achieve later.
09/11/2026
Our Executive Coach Nancy Inman believes that trust is the foundation of a strong, high-performing team.
The Five Dysfunctions of a Team by Patrick Lencioni has had a lasting impact on how Nancy thinks about leadership and team development.
For Nancy, vulnerability-based trust allows teams to have honest conversations, work through conflict, hold each other accountable, and stay focused on shared goals. The tools and processes matter, but they are most effective when teams have a foundation of trust.
Strong teams start with trust.
What helps build trust on your team?
09/11/2026
25 years ago, Jay Reynolds and his fellow Bloomfield Hills (Michigan) firefighters loaded into their fire truck and made their way to the WTC to help with Search and Rescue after 9/11. The days that followed live on in infamy. We salute those brave souls like Jay Reynolds who leapt to fulfill their mission of keeping us safe and honor our country. Thank you. #911 Aidan Reynolds Stephanie Suntrup Reynolds Lisa M Bender
The habits that make you successful as a salesperson aren't always the same habits you need as a CEO.
As your role changes, so does the way you need to think about your business, your processes, and your team.
In this series, Sea Captain shares quick insights on leadership, growth, and the shifts that can help take your practice to the next level.
What’s one mindset shift you’ve had as you’ve grown in your career?
09/08/2026
Welcome to our new Coach Nancy Inman, CLU®, Certified EOS® Implementer.
With 28 years in financial services leadership, including nine years as Chief Development Officer for a Northwestern Mutual network office in Virginia, Nancy has led from the inside. She understands the pressures of production, recruiting, leadership development, and team performance because she has lived them herself.
Reach out to us to schedule a complimentary 30-minute meeting with Nancy or learn more about Nancy and our coaching partners at seacaptainperformance.com/team.
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