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Zach Brooke
How to crush your agency goals every 90 days
The power of creating trackable plans to drive growth.
Oct 09, 2023
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Darin Painter
The 13-word question your advisors should be asking
Policy reviews are a valuable, yet overlooked, way to build production and persistency.
Oct 09, 2023
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Zach Brooke
How to keep track of endless processes and procedures
Q&A with Khushaal Kalra.
Oct 09, 2023
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Zach Brooke
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
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
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
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
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
