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Sarah Steimer
Retaining more top advisors
Culture, communication and compensation matter in keeping advisors on your team, but the right technology could seal the deal.
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Sarah Steimer
The financial costs of expanding your team
It’s almost always worth the investment, if you account for the risk.
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Zach Brooke
Embracing your role as a conflict interrupter
You don’t have to like it. You do have to lead through it.
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Zach Brooke
Why leaders shouldn’t wait to learn if their team members are upset
Engagement checks can find friction before things escalate.
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Sarah Steimer
What you (and the client) gain when you delegate
Four ways everyone benefits from doling out your work to your team.
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Sarah Steimer
Create a team based on strengths
Let each individual show you where they should specialize and they’ll thrive.
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Jill J. Johnson
Why you need to be a coach, not just a mentor
The three C’s — coaches, champions and cardinals.
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Zach Brooke
Why one leader offers personal development to his advisors
Trading the boardroom for the classroom drives success for Prudential’s Zachary Sabo.
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Zach Brooke
Thinking about thinking
Two common mental errors to guard against.
