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Zach Brooke
Featured content
Why you should meet with two levels of downline leaders at the same time
"Tripod meetings" can boost agency productivity while increasing junior-leader effectiveness.
Sep 22, 2023
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Zach Brooke
Featured content
How to create more engaging training presentations
Sure, you can force advisors to attend. But training works better when they want to be there.
Sep 18, 2023
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Darin Painter
Featured content
4 behaviors to look for in new advisors
Plus a downloadable tool to help you grade candidates.
Sep 18, 2023
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Zach Brooke
Featured content
3 false steps in recruiting (and what to do instead)
Where the conventional wisdom is wrong, according to Vincent Gan.
Sep 18, 2023
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Zach Brooke
Featured content
Everything you ever wanted to know about one-page business plans
Step by step to developing one of the most simple but powerful documents a leader can create.
Sep 08, 2023
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Lisa Rabasca Roepe
Why advisor plans need to be in writing
7 steps to create development plans based on inspiration instead of top-down goal setting.
Sep 08, 2023
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Darin Painter
Which of your advisors can grow to become great?
12 questions to ask yourself when recruiting and selecting candidates.
Sep 08, 2023
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Luke O'Neill
Why you should focus on processes
Documentation creates better experiences for advisors and leaders.
Aug 29, 2023
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Liz DeCarlo
Gwen Tan, the great uplifter
This COE award winner empowers advisors to reach their full potential, both professionally and personally.
Aug 29, 2023
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Zach Brooke
‘The Olympics of the financial services business’
How MDRT culture can supercharge your agency.
Aug 29, 2023
