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Zach Brooke
Featured content
Training your advisors to be resilient
What leaders can control when markets and economics are out of control.
May 11, 2025
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Zach Brooke
Featured content
Identify your gutsiest recruits with the 'law firm test'
When setting a candidate up to fail is the point.
May 11, 2025
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Darin Painter
Featured content
4 quotes this leader lives by
Jo Mathieson’s philosophies — in her own words — reveal how to lead with connection, courage and culture.
May 11, 2025
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Darin Painter
Featured content
The key phrase in your Gen Z retention strategy
How to “show up, team up and manage up” so your Gen Z advisors grow.
Apr 28, 2025
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Luke O’Neill
From teaming to internship programs, here’s how to pair your advisors
Teams and pairs can become a training accelerator and pre-empt talent loss at retirement time.
Apr 28, 2025
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Zach Brooke
Turn around a low-performing team with these strategies
Q&A with agency leader Avraam Pekris.
Apr 28, 2025
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Luke O’Neill
How to shift advisors from joint fieldwork to autonomy
Doing fieldwork together is key to upskilling, but it should be a station for your advisors — not the final stop.
Apr 15, 2025
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Darin Painter
How to approach Gen Z onboarding
To retain and grow Gen Z advisors, leaders must treat onboarding not as paperwork but as the beginning of belonging, trust and performance.
Apr 15, 2025
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Darin Painter
It’s time to ditch the 2005-style job postings — Gen Z's ignoring them
Focus on refining your brand, modernizing your messaging and forming mentorships between recruits and your team.
Apr 15, 2025
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Darin Painter
Expert Q&A: Leading with clarity and strength during disruption
Tips for preserving culture, supporting advisors and preparing for change before it happens.
Mar 28, 2025
