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Liz DeCarlo
Featured content
7 steps to belonging
Meaningful approaches to build community in your agency.
Mar 17, 2026
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Darin Painter
Featured content
Each Monday morning, this leader’s agency improves
Weekly call clinics transforms advisors’ prospecting habits and strengthens shared accountability.
Mar 13, 2026
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Zach Brooke
Featured content
What it took to convince 1,100 advisors MDRT is worth it
Build the culture first. The numbers will follow.
Mar 13, 2026
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Zach Brooke
Featured content
Set an agency standard with these 4 rules for client engagement
Standardize service to boost referrals and recruits.
Mar 06, 2026
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Darin Painter
Featured content
5 campaigns that build engagement and production
One of these repeatable strategies led to 683 newly scheduled appointments within hours.
Mar 03, 2026
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Zach Brooke
The benefits of strict scripting
How leaders help advisors choose language that lowers resistance and builds trust.
Feb 24, 2026
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Zach Brooke
The foundation at the heart of a 5-year plan
What a first-time trainer is learning about productive evaluation.
Feb 12, 2026
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Darin Painter
A 3-step rhythm for stronger teams
The process of design thinking helps teams think clearly, collaborate effectively and adapt to constant change.
Feb 10, 2026
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Zach Brooke
Training your replacement
A 12-step blueprint for developing future leaders.
Feb 01, 2026
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Zach Brooke
When your best advisors retire
Managing the transitions at the end of financial services careers.
Feb 01, 2026
