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Zach Brooke
Featured content
Adding value to the agency and advisors through specialization
Danny Lee teaches business strategy to leaders and portfolio construction to advisors.
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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.
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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.
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Zach Brooke
How to qualify for the Culture of Excellence Award
MDRT Center leaders volunteer with their teams and meet the Whole Person criteria of the awards.
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Darin Painter
7 smart gamification moves
MDRT Center member offers actionable tips for leaders looking to introduce gamification at their agencies.
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Darin Painter
3 top priorities for onboarding new advisors
Help advisors thrive in their first 90 days by focusing on time management, activity tracking and performance reviews.
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Darin Painter
8 ideas to enliven your agency
Fresh strategies to engage advisors, impress recruits and generate growth.
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Darin Painter
One test, one book and a new way to lead
Becoming a more adaptable leader can improve your team performance and agency communication.
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Zach Brooke
Can diversity initiatives attract Gen Z talent?
Tailoring company culture for the next generation of financial advisors.
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Darin Painter
5 pillars of Gen Z recruitment and retention
Agency leaders share effective strategies for attracting young professionals and helping them grow.
