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Zach Brooke
Matching advisors to markets
Advantages and limits of identity-based recruiting.
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Zach Brooke
Teach advisors to slow the sales process
Why taking the time to establish trust can increase production numbers.
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Darin Painter
This retention math might alarm you
Expert advice on becoming an MDRT master builder and keeping more advisors.
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Zach Brooke
What to tell team members when a colleague leaves
Departures create uncertainty that requires strong leadership.
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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.
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Zach Brooke
How tough is your pre-contract process?
The benefits of making the job hard before it’s official.
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Darin Painter
6 creative questions to guide your advisors’ policy reviews
How to help them generate more revealing conversations.
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Zach Brooke
Uncertainty over underwriting
What’s driving the changes and how leaders are responding.
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Zach Brooke
What's always worked in financial services
Insights from history and a glimpse into the future of financial services.
