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Darin Painter
How to build a culture that fuels advisor teaming
4 ways to define, reinforce and reward behaviors that support high-performance teams.
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Darin Painter
7 actions to help advisors build lasting client relationships
How to coach advisors to deliver human-centered experiences that drive long-term growth.
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Zach Brooke
Helping advisors get over rejections
How leaders help new team members march past the drumbeat of ‘no’
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Darin Painter
The quick story of a young advisor’s first win
How did it happen? One consultative conversation at a time.
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Darin Painter
4 steps to build your dream team
As your agency scales, culture is shaped by the roles you define.
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Zach Brooke
The passion playbook
Grit, entrepreneurial spirit and other early-career indicators of resilience and determination.
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Darin Painter
The teaming test — is your agency ready?
Why teaming works, who benefits most and how to assess your agency’s readiness for the shift.
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Zach Brooke
How to build multiple specialized training programs at once
How a team of six trainers give hundreds of advisors targeted weekly programs.
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Zach Brooke
When clients complain
How leaders can act in the best interest of clients, advisors and themselves.
