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Luke O’Neill
Pushing strategic plans off the page into action
Coach and communicate to make your agency’s strategic plan a reality.
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Zach Brooke
The difference between goals and tracking
Marsha Clarke-Bruce created a new aspirational action plan to boost performance.
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Zach Brooke
How the economy impacts recruiting
Agency leaders look at adjusting products and targeting realtors to attract new advisors.
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Zach Brooke
The inside story of a phenomenal 5-year team transformation
A new leadership group was able to double topline production while also changing the culture. Here’s how.
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Luke O’Neill
How to maintain agency profitability
4 leaders share ways to ensure solid finances in good times and bad.
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Zach Brooke
Thinking beyond the career fair
Consider these 3 nontraditional recruitment tools.
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Zach Brooke
How to create a successful agency budget
You need these numbers before starting the process.
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Zach Brooke
What enthusiastic backers of cognitive tests say about their utility
Assessments reveal a lot about who you recruit, not who to recruit.
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Zach Brooke
How young leaders are changing financial services (and what they think everyone else needs to know)
In their own words, 7 young leaders share their ideas and experiences.
