NM Resources

Schedule Discovery

Virtual CRO & IDO

  • Need Deeper Leadership in Your Recruiting Efforts?

    Recruiting success isn’t just about activity—it’s about leadership, alignment, and accountability. That’s where we come in.

    Growth Suite’s team is made up of the top-performing CROs and IDOs at Northwestern Mutual—leaders who have built powerhouse recruiting teams and driven results in some of the most competitive markets nationwide. We bring that same operational excellence, mindset, and proven strategy to your office.

    Whether you're aiming to scale fast, develop your recruiters, or tighten execution, we’ll partner with you to:

    • Build a customized recruiting strategy tailored to your goals

    • Drive accountability and results through hands-on leadership

    • Equip your recruiters with the tools, coaching, and confidence they need to perform

    • Align your leaders and systems to support sustained growth

    We don’t just advise—we operate alongside you. Because when recruiting is done right, it changes the trajectory of your firm.

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FR Candidate Sourcing and Selection

  • Our recruiters can help you hit your Financial Representative contract goal by sourcing, interviewing, and selecting candidates. We use an Ideal Candidate Profile and hardwiring assessment to determine if a candidate is a fit for the NM FR opportunity. We primarily source from online databases, outreach, and job postings sites. We can also serve as an out-of-house, in-house team if needed.

    1. Source and Screening- source candidate from online sources

    2. Initial Interview- includes factfinder, informational slide deck, and hardwiring debrief

    3. Curation- using ICP, select candidates to present

    4. Submission- candidate is ready for in-depth interview

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Recruiter Hiring and Training

  • If you have recently experienced turnover or are growing your recruiting team, we can take the lift on sourcing, screening, and finding you your new recruiter.

  • Using a blended process of virtual one-on-one meetings, recorded sessions, online training, assigned reading, homework and role play, your new recruiter will receive both broad and specific training for their new career. We incorporate NM and Network/District specific systems and process’, the overall goal is for new recruiters to step out of training with strong ability and confidence in their new career. Immediately able to utilize the tools, skills, behaviors, and tactics to make an impact in their new role.

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Recruiting Leadership Lab

  • Recruiting Leadership Lab is designed to help NM office or unit leaders improve their recruiting strategy and achieve better results. Participants will walk away with actual tools and language to make an immediate impact on referrals and recruiting.

  • This is a year-long program consisting of bi-monthly 60-minute group training sessions with skill-building exercises.

  • Join at any time—there’s no need to wait until the start of the year to get a spot!

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Associate Placement

  • We know that your practice has unique needs and can partner with you to support your growth and hiring needs that will elevate your business. Growth Suite offers customized, full cycle recruiting. Our consultants work with you from sourcing to accepted offer to find you the right person to hire.

    1. Sourcing- our consultants will work with you to develop a profile for your ideal candidate. Prospective candidates are sourced using a variety of strategies.

    2. Screening and Assessment- Screening is conducted via phone or email. A preliminary assessment is sent to prospective candidates.

    3. Initial Interview- An initial interview is conducted with a Growth Suite Recruiter using customized interview guide.

    4. Curation- Resume and interview notes are reviewed. Each candidate’s characteristics are compared to your ideal candidate profile.

    5. Submission- We submit notes, resume, initial assessment, and contact info of curated candidates for your review.

    6. Next Steps- You schedule remaining interviews with quality candidates and select the one to hire.

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HR Consulting

  • Strategic HR support, built for real business challenges.
    Growth Suite’s HR Consulting arm helps growing companies navigate change, strengthen leadership, and align people strategy with business goals.

    From executive coaching to culture transformation, we offer flexible support for the moments when clarity, structure, and trust are most needed.

    Whether you’re scaling quickly, navigating leadership transitions, or facing people-related growing pains, we step in with practical guidance and people-first strategy.

  • We don’t believe in one-size-fits-all playbooks. Our approach is thoughtful, collaborative, and tailored to your team’s unique goals.

    Common areas of focus include:

    • Executive coaching & leadership development

    • Organizational design & role clarity

    • M&A and transition support

    • Culture, belonging & employee engagement

    • Compensation and rewards planning

    • HR compliance & process optimization

    • Fractional HR director support for teams in flux

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CFR Training Academy

  • Intern training that builds confidence, structure, and early momentum.

    The Growth Suite CFR Training Academy is a hybrid learning experience designed for new interns at Northwestern Mutual offices. Built to complement your internal development efforts—not replace them—this program gives interns the tools and structure they need to start strong.

    From language mastery to activity systems and exposure to top NM leaders, this program helps interns feel clear, capable, and client-ready—without requiring heavy lift from your team.

  • We know many offices don’t have the time or bandwidth to fully onboard new interns—but still want them to have a strong, successful experience. That’s where we come in.

    This hybrid, flexible training model is designed to:

    • Align with your office’s values and goals

    • Provide essential knowledge without pulling interns out of practice

    • Create consistency across intern development, no matter the season

    • Plug into your systems while offering a professional, outside perspective

    Led by experienced Growth Suite trainers and featuring guest speakers from across the NM network, this training is built to guide—not overwhelm. And it's especially valuable for interns who thrive with structure, clear expectations, and early wins.

  • What interns walk away with:

    • Language Mastery
      Confidence to speak clearly about the career, value proposition, and client experience

    • Systems for Success
      Tools to build their calendar, set activity expectations, and establish a productive daily rhythm

    • Real-World Exposure
      Access to top NM leaders, CUDs, and peer study groups that offer insight and inspiration

    • Compliance & Tech Readiness
      Practical training in NM Connect, CRM basics, and essential systems

    • Coaching & Accountability
      Optional PACE and activity coaching, plus high expectations and structured follow-through

    The CFR Training Academy equips interns with direction, structure, and early momentum—so they can contribute with confidence from day one.

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