-
Darin Painter
5 strategies for managing through turmoil
How two agency leaders preserved trust, culture and performance after losing team members
Mar 28, 2025
-
Darin Painter
5 ways to help advisors handle client crises
Practical strategies agency leaders can use to prepare advisors for high-stakes conversations.
Mar 20, 2025
-
Darin Painter
A leader’s guide to role-playing difficult client conversations
How to train advisors to stay composed, communicate with care and support clients in crisis.
Mar 20, 2025
-
Darin Painter
Mentorship can prepare advisors for life’s toughest moments
How a crisis tested one advisor — and the lesson he now teaches as an agency leader.
Mar 10, 2025
-
Zach Brooke
Leadership practices that drive growth for small agencies
Strategic development director delivers big results to her three-person agency.
Feb 26, 2025
-
Zach Brooke
Beyond boilerplate best practices
Basic training isn’t enough — here’s how to give your advisors an edge in client meetings.
Feb 26, 2025
-
Zach Brooke
New approaches to cognitive testing
So, you’ve assessed a candidate’s personality. Now what?
Jan 31, 2025
-
Zach Brooke
What it takes to win a Culture of Excellence Award, as told by an award winner.
Q&A with Platinum Award winner Jaden Wang.
Jan 31, 2025
-
Zach Brooke
Coffee with a cause
Two leaders turn beans into conversations, charity and balanced living.
Jan 31, 2025
