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Mike Jacquart
When skills aren’t enough: the importance of selecting for cultural fit
Three important takeaways for reducing turnover.
Aug 02, 2023
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Lisa Rabasca Roepe
What your new Gen Z advisor wants from you (and what they can give)
Innovative approaches to motivating the next generation of advisors.
Jul 25, 2023
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Lisa Rabasca Roepe
Finding harmony
3 agency leaders share 4 tips for juggling work and parenting.
Jul 19, 2023
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Kate Zabriskie
The hidden cost of misguided incentives
How to avoid common missteps and build effective incentive structures.
Jul 19, 2023
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Zach Brooke
What to ask team members before creating a development plan
Ignite your advisors’ professional passion through open-ended discussions about the past, present and future.
Jul 18, 2023
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Zach Brooke
3 ways to boost your own productivity
How to be a better leader: efficiency edition.
Jun 28, 2023
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Darin Painter
3 steps to unleashing your agency’s uniqueness
Work on them in sequence to help your culture stand out as you hire and retain top talent.
Jun 28, 2023
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Darin Painter
Team-building tool: The 4 H’s
To build trust among team members, copy this drill from an American football coach.
Jun 28, 2023
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Lisa Rabasca Roepe
The advantages of recruiting mid-career switchers
Many of tomorrow’s top advisors currently work in other industries.
Jun 16, 2023
