01
Grow the teamProducer Power
- Meet or exceed recruiting goals
- Inspire IAs and ACs to produce weekly
- Maintain 5 or more weekly producers for each AL
- Achieve or exceed quarterly AWP benchmarks
Multiply CRM • Leadership AcademyGreat leaders don't just grow numbers.
Great leaders don't just grow numbers.
They grow people.
A practical leadership development center for District Coordinators, District Leaders, and Market Directors. Build stronger producers, develop new leaders, and turn consistent actions into results.
The standards that matter
Three big rocks. One leadership mission.
Built directly around your leadership priorities. These standards stay visible while coaching topics and exercises rotate each week.
02
Build leadersLeadership Development
- Become a 5-Star Leader
- Commit to joint field work—never work alone
- Offer income coaching and planning sessions
03
Drive consistencySales Growth
- Drive consistent behavior through Money Making Mondays & Call Clinics
- Record sales activity daily in the Activity Journal
- Maximize opportunities through Re-Service
- Build and strengthen broker partnerships
- Achieve a healthy BHI of 75% or higher
Leadership by responsibility
Your role. Your coaching priorities.
A field trainer needs different actions from an agency owner or market leader. Change your role above to personalize the playbook.
District Coordinator · Field trainer
Lead the work. Teach the work.
Your five leadership priorities
What good looks like:
Fresh leadership coaching, every Monday
Your weekly leadership playbook.
A 12-week cycle of new themes, Monday–Friday actions, and role-specific coaching challenges. Complete the exercises before checking them off.
Updates every MondayTraining progress stays on this device. Videos open in a new tab.
This week's actionOpen leader academy ↗
Watch it. Practice it. Coach it.
Leadership training library.
Short, credible lessons from respected leadership educators. Videos open directly at their source, avoiding YouTube's embedded-player error.
Video content belongs to its original publisher. Availability may change. A curated lesson can reappear with a different assignment during the 12-week cycle.
Tools you can use today
Lead the meeting. Coach the behavior.
Copy one of these practical agendas into your calendar or CRM notes. Focus on a specific behavior and a clear next step.
20-minute playbook
Joint Field Coaching
For District Coordinators and leaders training side-by-side.
- 2 min — agree on one specific skill.
- 5 min — leader demonstrates or observes.
- 7 min — agent practices the skill.
- 4 min — share one strength and one adjustment.
- 2 min — agree on next practice and check-in.
30-minute playbook
Weekly Leader 1:1
A predictable rhythm for individual progress and accountability.
- 5 min — wins, obstacles, and support needs.
- 7 min — inspect recruiting, producer health, AWP, and BHI.
- 8 min — coach one real skill or bottleneck.
- 7 min — agree on measurable next actions.
- 3 min — confirm owners and follow-up date.
45-minute playbook
Money Making Monday
Keep clinics energetic, useful, and action-oriented.
- 5 min — recognize quality effort and wins.
- 10 min — teach one sales skill.
- 10 min — roleplay and peer feedback.
- 15 min — live prospecting or scheduled outreach.
- 5 min — log activity, appointments, and next action.
From inspiration to execution
Your leadership scorecard.
Record your leadership actions and measure the big rocks. Targets are editable, because expectations may vary by role, team, and quarter.
The big rock measures
Fill in the metrics that apply to your responsibilities. Blank is not counted as zero.
01 — Producer Power
02 — Leadership Development
03 — Sales Growth
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Build a better leader every week
Your weekly leadership reflection.
Learning becomes leadership when you act, review, and adjust. Keep this brief and specific.
Reflections save automatically on this device.Return to weekly playbook ↑