-
Darin Painter
4 quotes this leader lives by
Jo Mathieson’s philosophies — in her own words — reveal how to lead with connection, courage and culture.
-
Darin Painter
The key phrase in your Gen Z retention strategy
How to “show up, team up and manage up” so your Gen Z advisors grow.
-
Luke O’Neill
From teaming to internship programs, here’s how to pair your advisors
Teams and pairs can become a training accelerator and pre-empt talent loss at retirement time.
-
Zach Brooke
Turn around a low-performing team with these strategies
Q&A with agency leader Avraam Pekris.
-
Luke O’Neill
How to shift advisors from joint fieldwork to autonomy
Doing fieldwork together is key to upskilling, but it should be a station for your advisors — not the final stop.
-
Darin Painter
How to approach Gen Z onboarding
To retain and grow Gen Z advisors, leaders must treat onboarding not as paperwork but as the beginning of belonging, trust and performance.
-
Darin Painter
It’s time to ditch the 2005-style job postings — Gen Z's ignoring them
Focus on refining your brand, modernizing your messaging and forming mentorships between recruits and your team.
-
Darin Painter
Expert Q&A: Leading with clarity and strength during disruption
Tips for preserving culture, supporting advisors and preparing for change before it happens.
-
Darin Painter
5 strategies for managing through turmoil
How two agency leaders preserved trust, culture and performance after losing team members
