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Zach Brooke
What enthusiastic backers of cognitive tests say about their utility
Assessments reveal a lot about who you recruit, not who to recruit.
Dec 18, 2023
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Zach Brooke
How young leaders are changing financial services (and what they think everyone else needs to know)
In their own words, 7 young leaders share their ideas and experiences.
Dec 11, 2023
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Zach Brooke
Matching advisors to markets
Advantages and limits of identity-based recruiting.
Nov 20, 2023
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Zach Brooke
Teach advisors to slow the sales process
Why taking the time to establish trust can increase production numbers.
Nov 20, 2023
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Darin Painter
This retention math might alarm you
Expert advice on becoming an MDRT master builder and keeping more advisors.
Nov 20, 2023
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Zach Brooke
What to tell team members when a colleague leaves
Departures create uncertainty that requires strong leadership.
Nov 06, 2023
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Luke O’Neill
How can joint fieldwork drive performance and production?
These agency leaders see joint fieldwork as an opportunity, not an obligation.
Nov 06, 2023
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Zach Brooke
How tough is your pre-contract process?
The benefits of making the job hard before it’s official.
Nov 06, 2023
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Darin Painter
6 creative questions to guide your advisors’ policy reviews
How to help them generate more revealing conversations.
Nov 06, 2023
