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Luke O’Neill
Featured content
How to shift advisors from joint fieldwork to autonomy
Doing fieldwork together is key to upskilling, but it should be a station for your advisors — not the final stop.
Apr 15, 2025
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Darin Painter
Featured content
How to approach Gen Z onboarding
To retain and grow Gen Z advisors, leaders must treat onboarding not as paperwork but as the beginning of belonging, trust and performance.
Apr 15, 2025
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Darin Painter
Featured content
It’s time to ditch the 2005-style job postings — Gen Z's ignoring them
Focus on refining your brand, modernizing your messaging and forming mentorships between recruits and your team.
Apr 15, 2025
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Darin Painter
Featured content
Expert Q&A: Leading with clarity and strength during disruption
Tips for preserving culture, supporting advisors and preparing for change before it happens.
Mar 28, 2025
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Darin Painter
5 strategies for managing through turmoil
How two agency leaders preserved trust, culture and performance after losing team members
Mar 28, 2025
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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
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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
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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.
Mar 10, 2025
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Zach Brooke
Leadership practices that drive growth for small agencies
Strategic development director delivers big results to her three-person agency.
Feb 26, 2025
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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
