The Convergence Method
with Northwestern Mutual TOP 20 Advisors:
Paul Stadfeld, CFP, ChFC, CLU, RICP, CLTC
Matt Cutter, CFP, CLU, ChFC, WMCP
Charting Success Together
Have you ever attended a workshop or speaker session filled with sensational client stories and case studies, only to leave thinking there's no way to replicate or scale what you've heard? We have too! While these stories can be fascinating, they often lack relatability.
That's why we created The Convergence Method - to offer our peers insights and practical strategies for engaging with affluent prospects and provide thoughtful and strategic guidance and support for their wealth.
Join Matt and Paul as they share relatable stories along with the key insights they've gained from over 30 years in the industry. Recognized in 2025 as two of the Top 20 Advisors at Northwestern Mutual, they continue to engage a high volume of new clients each year. Their success is built on perseverance, dedication, and a willingness to learn through trial and error.
Now, Matt and Paul are eager to share their insights and strategies with you!
Program Details:
Six 90-Minute LIVE Interactive Webinars
Mondays, 2:00pm - 3:30pm ET
November to April (approx. every 4-6 weeks)
Cost: $3,600
INSTALLMENTS: Paid in 9 installments of $400/month
PAY IN FULL: Pay in Full by Nov 1 for $3,200 ($400 off!)
SChedule & TOPICS
All sessions will be held on
Mondays 2:00pm - 3:30pm ET
Advisor Mindset & Philosophy
November 3
Discover and learn the key competencies that create the
essential groundwork of a financial practice.
Key Topics Include:
Developing your core tenants and philosophies and aligning systems accordingly for your practice
Leading by example
Setting client expectations early and often
Tracking your pipeline and the right activity metrics
Managing your financials
Building your support network
PROSPECTING
December 8
Elevate your skills with these five prospecting methods that
will lead to sustained success.
Key Topics Include:
Defining your target market
Going Broad: Leveraging LinkedIn and feeder lists
Targeted Approach: Developing language around six step prospecting
Making the ask
Committing to prospecting up (it takes time, but it’s worth it.)
Building Centers of Influence (COIs)
Sales language & Strategies (Part 1)
January 12
Dive into techniques to effectively communicate value and
tailor solutions that resonate with your clients.
Key Topics Include:
How and why to lead with planning
Developing your phoning and email language
Creating your approach and fact finder language
Enhancing your communication techniques, including
Using the strawman and drawing out the venom
Leveraging analogies, metaphors, breadcrumbs, and story telling
Booking a referral
Sales language & Strategies (Part 2)
February 9
Enhance and refine your language across the various
meeting types.
Key Topics Include:
Addressing objections
Walking a client through a PX plan
Positioning insurance products
Discussing investment opportunities
People & Process
March 23
Learn practical insights and strategies to create a dynamic and efficient work environment that supports growth and productivity.
Key Topics Include:
Hiring the right staff at the right time
Creating a team culture that aligns with your philosophy
Building operational effectiveness
Streamlining processes for efficiency
Treating your team and top clients well
Client Reviews
April 27
Understand the tools and strategies needed to deepen client relationships, uncover new business possibilities, and expand your network.
Key Topics Include:
Scheduling meeting based on client specifics
Prioritizing preparation before a meeting
Knowing your sales goals and sales angles
Delivering consistent value
Committing to a goal for each review meeting
(whether new business or referrals)
What Our Coaching Clients Are Saying
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Ryan Baber, CFP, ChFC, RICP
Working with Paul has been transformative for my practice... His unparalleled expertise, especially in the pre-retirement and equity-compensation planning spaces, has guided me in understanding new products, innovative sales strategies, and diversifying revenue streams. Paul's integrity-driven approach to comprehensive planning has been instrumental in doubling my firm's production, profit, and revenue. As a leader at NM, ranking in the top 10 for overall production, his new coaching program with partner Matt Cutter is a can't-miss opportunity for any advisor seeking growth and excellence.
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Adam Riegel, CFP, CLU, AEP
If you are focused on growing your business and becoming better at sales, there is no better combo than these two. You are hiring Seal Team 6 by joining this program.
Matt is arguably the best coach in the business, having coached two different advisors to top 20. And Paul is likely the best tactical and strategic sales person at NM.
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Evan Olson
Matt was an integral part of getting my practice from early productivity and high lives and NC to Summit level production quickly. What I respect most about Matt is that he practices what he preaches. Whatever you are doing for activity, he is doing more. Whatever you are doing for self-care, he is doing more. However big you are thinking, he is thinking bigger! His ability to get you focused on activity and translate that into production is something any advisor would benefit from. If you tracked the growth of his business, it is something to envy. The beauty of it all, is he didn’t take any short cuts. It was all hard work and conviction in Granum. Would highly recommend working with Matt if you are not where you want to be and can’t see through the fog. Be ready to work!
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Scott DeSantis, CFP, AEP
Matt was my CUD and FD, and I spent every Monday morning in RACE with Matt & Paul for the first several years of my career. They trailblazed the way with relentless activity, tenacity, and thoughtful insights. Both are astute businesspeople and experts in comprehensive financial planning. They also have a deep understanding of the Northwestern Mutual system. There’s no better investment than pretax into your business!
About US
Matt Cutter and Paul Stadfeld began working together in 2010, collaborating closely as they immersed in Northwestern Mutual and the industry. Since then, they've grown their businesses both individually and collectively, culminating in the creation of Convergence Capital in 2024. This venture combines their extensive experience in client engagement, financial planning and wealth management. Their expertise encompasses client acquisition and retention, team development, investment strategies, insurance products, and, most importantly, a deep understanding of the industry and client needs.
About Convergence Capital
Our Mission
At Convergence Capital, we align the right people with the right resources to help build an effective financial plan that you can be proud of. Ensuring you reach the financial security goals you have for yourself, your family, or your business is our top priority, and we are committed to being your partner along the way.
Our Approach
Our holistic approach to financial planning integrates investment portfolio management, insurance planning, tax-efficient strategies, equity compensation planning, education funding, retirement, and estate planning. Clients appreciate our unbiased advice and the camaraderie they feel as we all work together as a team.