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Featured content
Discussion Guide: What process documentation can do for your agency
Take a closer look at the role of process documentation in your agency
Sep 08, 2023
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Featured content
Discussion Guide: Leading Gen Z advisors
Motivating and engaging the future of financial services.
Aug 14, 2023
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Featured content
Discussion Guide: Make learning and development part of your team’s workflow
Small yet deliberate steps leaders can take to make learning part of their agency's culture (without any classrooms)
Jun 27, 2023
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Featured content
Discussion Guide: Mid-career switchers in insurance agencies
Finding success in financial services after a previous career.
Jun 22, 2023
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Getting started: Stumped on where to start?
29 interesting questions to get the conversation flowing
Apr 11, 2023
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Discussion Guide: Using teamwork (and shared commissions) to build elite agencies
Finding the best roles and opportunities for teamwork among your advisors.
Apr 11, 2023
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Discussion Guide: Developing a great team culture
A ‘pay-it-forward' mindset and other ideas for creating a positive culture.
Apr 06, 2023
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Discussion Guide: Get better at handling difficult situations in your agency
How good are you at handling conflict and stress? Take the test to learn where you need advice from other study group members.
Apr 05, 2023
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Discussion Guide: Why you should add team-based coaching to your processes
The power of embracing both individual and group coaching with your team.
Apr 05, 2023