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Zach Brooke
Featured content
Helping advisors get over rejections
How leaders new team members march past the drumbeat of ‘no’
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Darin Painter
Featured content
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
Featured content
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
Featured content
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.
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Darin Painter
Leadership strategies for new service categories
These 4 focus areas can keep your team aligned, resilient and engaged as your agency evolves, expands or re-prioritizes.
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Zach Brooke
How to benefit from Gen Z workers, even if they never become advisors
One leader has several ways to get value out of a summer internship program.
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Darin Painter
The hidden key to helping Gen Z? Radical honesty
How one leader has built a high-performing agency rooted in transparency and accountability.
