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Zach Brooke
How to keep track of endless processes and procedures
Q&A with Khushaal Kalra.
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Zach Brooke
Why you should meet with two levels of downline leaders at the same time
"Tripod meetings" can boost agency productivity while increasing junior-leader effectiveness.
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Zach Brooke
How to create more engaging training presentations
Sure, you can force advisors to attend. But training works better when they want to be there.
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Darin Painter
4 behaviors to look for in new advisors
Plus a downloadable tool to help you grade candidates.
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Zach Brooke
3 false steps in recruiting (and what to do instead)
Where the conventional wisdom is wrong, according to Vincent Gan.
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Zach Brooke
Everything you ever wanted to know about one-page business plans
Step by step to developing one of the most simple but powerful documents a leader can create.
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Lisa Rabasca Roepe
Why advisor plans need to be in writing
7 steps to create development plans based on inspiration instead of top-down goal setting.
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Darin Painter
Which of your advisors can grow to become great?
12 questions to ask yourself when recruiting and selecting candidates.
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Luke O'Neill
Why you should focus on processes
Documentation creates better experiences for advisors and leaders.
