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Liz DeCarlo
Fabian Chan wants his advisors to become better than him
COE Diamond winner increased recruitment and production in 2022, while also excelling in retention and persistency.
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Zach Brooke
Building a winning atmosphere using trust
At the intersection of strategy and psychology lies trust.
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Liz DeCarlo
How Phang phased out procrastination
Appealing to his teams' interests and empathy boosted team productivity and turned his agency into a recruiting magnet.
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Zach Brooke
Better boundaries, tougher team members
How a resilient Romanian leader forged her own path while teaching new advisors to do the same.
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Mike Jacquart
When skills aren’t enough: the importance of selecting for cultural fit
Three important takeaways for reducing turnover.
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Lisa Rabasca Roepe
What your new Gen Z advisor wants from you (and what they can give)
Innovative approaches to motivating the next generation of advisors.
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Lisa Rabasca Roepe
Finding harmony
3 agency leaders share 4 tips for juggling work and parenting.
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Kate Zabriskie
The hidden cost of misguided incentives
How to avoid common missteps and build effective incentive structures.
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Zach Brooke
What to ask team members before creating a development plan
Ignite your advisors’ professional passion through open-ended discussions about the past, present and future.
