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Zach Brooke
Featured content
When clients complain
How leaders can act in the best interest of clients, advisors and themselves.
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Darin Painter
Featured content
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
Featured content
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
Featured content
The hidden key to helping Gen Z? Radical honesty
How one leader has built a high-performing agency rooted in transparency and accountability.
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Zach Brooke
Teaching tactics for troubleshooting tight-lipped clients
Review and new views of fact-finding training.
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Zach Brooke
5 universal markers of high performers
How agency leaders can develop top talent using proven performance indicators.
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Zach Brooke
The death of "Do you know anyone?"
What agency leaders are teaching advisors about earning referrals more naturally.
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Zach Brooke
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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Zach Brooke
Culture can be measured (when it’s related to production)
Looking at the numbers reveals cultural changes.
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Zach Brooke
How big is your recruiting pipeline, and how much does it leak?
Searching for an efficient, effective recruiting strategy.
