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Zach Brooke
Featured content
The passion playbook
Grit, entrepreneurial spirit and other early-career indicators of resilience and determination.
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Darin Painter
Featured content
The teaming test — is your agency ready?
Why teaming works, who benefits most and how to assess your agency’s readiness for the shift.
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Zach Brooke
Featured content
How to build multiple specialized training programs at once
How a team of six trainers give hundreds of advisors targeted weekly programs
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Zach Brooke
Featured content
When clients complain
How leaders can act in the best interest of clients, advisors and themselves.
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Darin Painter
Leadership strategies for new service categories
These 4 focus areas can keep your team aligned, resilient and engaged as your agency evolves, expands or re-prioritizes.
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Zach Brooke
How to benefit from Gen Z workers, even if they never become advisors
One leader has several ways to get value out of a summer internship program.
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Darin Painter
The hidden key to helping Gen Z? Radical honesty
How one leader has built a high-performing agency rooted in transparency and accountability.
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Zach Brooke
Teaching tactics for troubleshooting tight-lipped clients
Review and new views of fact-finding training.
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Zach Brooke
5 universal markers of high performers
How agency leaders can develop top talent using proven performance indicators.
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Zach Brooke
The death of "Do you know anyone?"
What agency leaders are teaching advisors about earning referrals more naturally.
