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Zach Brooke
Featured content
The death of "Do you know anyone?"
What agency leaders are teaching advisors about earning referrals more naturally.
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Zach Brooke
Featured content
Adding value to the agency and advisors through specialization
Danny Lee teaches business strategy to leaders and portfolio construction to advisors.
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Zach Brooke
Featured content
Culture can be measured (when it’s related to production)
Looking at the numbers reveals cultural changes.
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Zach Brooke
Featured content
How big is your recruiting pipeline, and how much does it leak?
Searching for an efficient, effective recruiting strategy.
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Zach Brooke
Treating recruiters like advisors
How one agency reimagined recruiter compensation.
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Luke O’Neill
How to support Gen Z’s emotional needs when recruiting and onboarding
Strategies to adapt your agency culture to accommodate this generation.
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Zach Brooke
How marketing teams can boost advisor impact
Leaders discuss the power of marketing in financial services.
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Zach Brooke
3 perspectives to help successful advisors reach the next level
Plus, where they can find high-net-worth clients.
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Zach Brooke
Training your advisors to be resilient
What leaders can control when markets and economics are out of control.
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Zach Brooke
Identify your gutsiest recruits with the 'law firm test'
When setting a candidate up to fail is the point.
